CapWealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$915,801
-1.5%
6,315
-1.3%
0.12%
+4.4%
Q2 2023$930,089
+6.3%
6,395
-4.7%
0.11%
+3.7%
Q1 2023$874,771
-0.9%
6,713
+1.9%
0.11%
+4.8%
Q4 2022$883,049
+32.8%
6,585
+3.5%
0.10%
+18.2%
Q3 2022$665,000
-12.2%
6,360
-5.3%
0.09%
-3.3%
Q2 2022$757,000
-36.7%
6,719
-23.4%
0.09%
-25.4%
Q1 2022$1,195,000
-14.5%
8,767
-0.7%
0.12%
-14.1%
Q4 2021$1,398,000
-3.3%
8,827
-0.0%
0.14%
-10.1%
Q3 2021$1,445,000
-9.5%
8,828
-14.0%
0.16%
-8.7%
Q2 2021$1,597,000
+2.8%
10,265
+0.6%
0.17%
-2.3%
Q1 2021$1,554,000
-84.6%
10,205
-87.1%
0.18%
-85.3%
Q4 2020$10,084,000
+35.3%
79,360
+2.5%
1.20%
+20.8%
Q3 2020$7,451,000
+5.6%
77,398
+3.2%
1.00%
-0.2%
Q2 2020$7,055,000
-47.9%
75,006
-44.2%
1.00%
-6.7%
Q1 2020$13,541,000
+38.2%
134,494
+91.3%
1.07%
-13.3%
Q4 2019$9,799,000
+18.9%
70,297
+0.4%
1.23%
+12.5%
Q3 2019$8,241,000
+12.0%
70,022
+6.4%
1.10%
+4.2%
Q2 2019$7,355,000
+16.6%
65,789
+5.6%
1.05%
+8.8%
Q1 2019$6,307,000
+7.5%
62,306
+3.7%
0.97%
-6.2%
Q4 2018$5,868,000
-4.4%
60,109
+10.5%
1.03%
+2.4%
Q3 2018$6,139,000
+10.1%
54,404
+1.7%
1.01%
+0.8%
Q2 2018$5,576,000
-1.4%
53,511
+4.0%
1.00%
-8.7%
Q1 2018$5,658,000
+2.2%
51,450
-0.6%
1.09%
+9.8%
Q4 2017$5,535,000
+13.9%
51,760
+1.7%
1.00%
+6.6%
Q3 2017$4,861,000
+6.0%
50,897
+1.4%
0.93%
+1.6%
Q2 2017$4,586,000
+20.0%
50,171
+15.3%
0.92%
+17.5%
Q1 2017$3,821,000
+1.3%
43,504
-0.5%
0.78%
-4.2%
Q4 2016$3,771,000
+29.1%
43,706
-0.3%
0.82%
+16.2%
Q3 2016$2,920,000
+21.3%
43,854
+13.2%
0.70%
+19.4%
Q2 2016$2,407,000
+3.1%
38,732
-1.7%
0.59%
-1.0%
Q1 2016$2,334,000
-9.0%
39,421
+1.5%
0.59%
-4.3%
Q4 2015$2,564,000
+6.8%
38,831
-1.4%
0.62%
+3.3%
Q3 2015$2,401,000
-23.4%
39,380
-14.9%
0.60%
-18.7%
Q2 2015$3,136,000
+7.1%
46,286
-4.2%
0.74%
+7.4%
Q1 2015$2,927,000
-4.9%
48,319
-1.8%
0.69%
-4.8%
Q4 2014$3,078,000
+2.2%
49,183
-1.6%
0.72%
+5.9%
Q3 2014$3,011,000
+0.8%
49,990
-3.6%
0.68%
-0.1%
Q2 2014$2,988,000
-20.0%
51,856
-15.7%
0.68%
-31.9%
Q1 2014$3,734,000
+2.8%
61,509
-1.0%
1.00%
+9.6%
Q4 2013$3,634,000
+2.5%
62,140
-9.4%
0.92%
-7.1%
Q3 2013$3,547,000
-2.2%
68,618
-0.1%
0.99%
-6.8%
Q2 2013$3,626,00068,6811.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders