Aspen Investment Management 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
Aspen Investment Management Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,686
+0.3%
18,528
+0.7%
1.63%
+2.3%
Q2 2023$2,677
+11.4%
18,405
-0.2%
1.59%
+3.6%
Q1 2023$2,402
+2.2%
18,436
+5.2%
1.54%0.0%
Q4 2022$2,350
-99.9%
17,523
+10.9%
1.54%
+39.4%
Q3 2022$1,651,000
-9.0%
15,800
-1.9%
1.10%
-3.0%
Q2 2022$1,814,000
-42.9%
16,105
-30.9%
1.14%
-31.8%
Q1 2022$3,176,000
-14.0%
23,297
-0.2%
1.67%
-8.5%
Q4 2021$3,695,000
-2.9%
23,337
+0.4%
1.82%
-9.6%
Q3 2021$3,805,000
+8.1%
23,248
+2.8%
2.01%
+9.3%
Q2 2021$3,519,000
+1.9%
22,623
-0.3%
1.84%
-4.4%
Q1 2021$3,454,000
+18.6%
22,690
-1.0%
1.93%
+11.7%
Q4 2020$2,913,000
+43.2%
22,925
+8.5%
1.72%
+27.2%
Q3 2020$2,034,000
+1.4%
21,128
-0.9%
1.36%
-5.6%
Q2 2020$2,005,000
+42.8%
21,320
+36.7%
1.44%
+18.1%
Q1 2020$1,404,000
-35.5%
15,592
-0.2%
1.22%
-10.4%
Q4 2019$2,177,000
+17.9%
15,617
-0.5%
1.36%
+10.1%
Q3 2019$1,846,000
-17.0%
15,688
-21.1%
1.23%
-15.7%
Q2 2019$2,223,000
+12.2%
19,880
+1.5%
1.46%
+5.7%
Q1 2019$1,982,000
+2.9%
19,580
-0.8%
1.38%
-10.5%
Q4 2018$1,926,000
+8.4%
19,730
+25.4%
1.54%
+31.6%
Q3 2018$1,776,000
+9.5%
15,738
+1.1%
1.17%
+4.7%
Q2 2018$1,622,000
-5.9%
15,568
-0.6%
1.12%
-9.2%
Q1 2018$1,723,000
-0.1%
15,668
-2.9%
1.24%
+0.7%
Q4 2017$1,725,000
+12.9%
16,128
+0.8%
1.23%
+8.0%
Q3 2017$1,528,000
+10.2%
16,003
+5.4%
1.14%
+8.7%
Q2 2017$1,387,000
+4.1%
15,1780.0%1.04%
+5.8%
Q1 2017$1,333,000
+2.5%
15,178
+0.7%
0.99%
+0.7%
Q4 2016$1,301,000
+29.6%
15,0780.0%0.98%
+23.1%
Q3 2016$1,004,000
+6.6%
15,078
-0.5%
0.80%
+2.7%
Q2 2016$942,000
+9.5%
15,153
+4.3%
0.78%
-1.6%
Q1 2016$860,000
-10.3%
14,5280.0%0.79%
-17.3%
Q4 2015$959,000
+7.2%
14,528
-1.0%
0.95%
+9.2%
Q3 2015$895,000
-13.4%
14,678
-3.7%
0.87%
+0.6%
Q2 2015$1,033,000
+10.7%
15,248
-1.0%
0.87%
+16.4%
Q1 2015$933,000
-2.3%
15,398
+0.9%
0.75%
-7.0%
Q4 2014$955,000
+2.0%
15,263
-1.8%
0.80%
+2.4%
Q3 2014$936,000
-33.9%
15,538
-36.8%
0.78%
-9.5%
Q2 2014$1,416,000
-7.0%
24,578
-2.0%
0.86%
-10.9%
Q1 2014$1,522,000
+2.4%
25,068
-1.4%
0.97%
-2.1%
Q4 2013$1,487,000
+11.8%
25,427
-1.2%
0.99%
+5.3%
Q3 2013$1,330,000
-2.1%
25,7270.0%0.94%
+2.1%
Q2 2013$1,358,00025,7270.92%
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