United Asset Strategies, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
United Asset Strategies, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,370,499
-3.4%
99,094
-3.1%
1.86%
+0.2%
Q2 2023$14,870,697
+2.2%
102,246
-8.4%
1.85%
-3.4%
Q1 2023$14,551,293
-4.9%
111,667
-2.2%
1.92%
-10.0%
Q4 2022$15,304,131
+30.6%
114,125
+1.8%
2.13%
+18.5%
Q3 2022$11,715,000
-9.3%
112,106
-2.2%
1.80%
-4.4%
Q2 2022$12,912,000
-28.5%
114,659
-13.4%
1.88%
-18.0%
Q1 2022$18,054,000
-9.0%
132,438
+5.8%
2.30%
-2.8%
Q4 2021$19,830,000
-2.1%
125,230
+1.2%
2.36%
-9.6%
Q3 2021$20,262,000
+43.5%
123,781
+36.4%
2.61%
+38.8%
Q2 2021$14,117,000
+0.2%
90,761
-2.0%
1.88%
-7.9%
Q1 2021$14,092,000
+19.7%
92,571
-0.1%
2.04%
+10.5%
Q4 2020$11,770,000
+37.6%
92,629
+4.2%
1.85%
+17.5%
Q3 2020$8,556,000
+37.9%
88,870
+34.8%
1.57%
+28.8%
Q2 2020$6,203,000
+8.4%
65,943
+3.8%
1.22%
-13.9%
Q1 2020$5,720,000
+0.8%
63,535
+56.1%
1.42%
+28.8%
Q4 2019$5,673,000
+21.5%
40,694
+2.6%
1.10%
+7.8%
Q3 2019$4,668,000
+10.3%
39,661
+4.8%
1.02%
+5.1%
Q2 2019$4,231,000
+11.1%
37,840
+0.6%
0.97%
+8.6%
Q1 2019$3,809,000
+14.4%
37,624
+10.3%
0.90%
-1.5%
Q4 2018$3,329,000
-4.8%
34,102
+10.0%
0.91%
+10.4%
Q3 2018$3,498,000
+17.1%
30,996
+8.1%
0.82%
+4.3%
Q2 2018$2,987,000
+241.0%
28,670
+259.9%
0.79%
+205.8%
Q1 2018$876,000
+4.9%
7,965
+2.0%
0.26%
+15.2%
Q4 2017$835,000
+47.3%
7,805
+25.7%
0.22%
+33.3%
Q2 2017$567,000
+5.0%
6,207
+1.0%
0.17%
+1.8%
Q1 2017$540,000
+3.1%
6,146
+1.2%
0.16%
-3.5%
Q4 2016$524,000
+33.7%
6,071
-2.0%
0.17%
+24.8%
Q3 2016$392,000
+30.2%
6,196
+27.7%
0.14%
+21.2%
Q2 2016$301,000
+12.3%
4,851
+7.2%
0.11%
-5.8%
Q1 2016$268,000
-27.8%
4,527
-19.5%
0.12%
-25.5%
Q4 2015$371,000
+31.1%
5,621
+20.9%
0.16%
+23.8%
Q3 2015$283,000
+14.1%
4,650
+26.8%
0.13%
+17.1%
Q2 2015$248,000
-3.5%
3,666
-9.7%
0.11%
-6.7%
Q1 2015$257,000
-9.5%
4,060
-10.7%
0.12%
-1.7%
Q4 2014$284,000
+1.8%
4,546
-2.0%
0.12%
-3.2%
Q3 2014$279,000
-7.6%
4,640
-11.3%
0.12%
-14.4%
Q2 2014$302,000
-7.6%
5,233
-2.9%
0.15%
-21.1%
Q1 2014$327,000
+14.3%
5,387
+10.0%
0.18%
-6.1%
Q4 2013$286,000
+24.3%
4,897
+10.1%
0.20%
+34.9%
Q3 2013$230,000
-15.1%
4,448
-13.2%
0.15%
-18.4%
Q2 2013$271,0005,1270.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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