Aviance Capital Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,204 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 1.00 and the average weighting 1.2%.

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
Aviance Capital Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,319,862
-3.1%
50,475
-2.8%
1.65%
+2.9%
Q2 2023$7,551,584
+12.6%
51,922
+0.9%
1.60%
+7.2%
Q1 2023$6,704,218
-0.4%
51,448
+2.5%
1.49%
-5.1%
Q4 2022$6,732,664
+30.6%
50,206
+1.7%
1.57%
+22.7%
Q3 2022$5,157,000
-8.7%
49,347
-1.7%
1.28%
+1.7%
Q2 2022$5,651,000
-14.2%
50,181
+3.9%
1.26%
+4.1%
Q1 2022$6,584,000
-11.8%
48,296
+2.4%
1.21%
-2.8%
Q4 2021$7,469,000
-2.0%
47,170
+1.3%
1.24%
-7.6%
Q3 2021$7,621,000
+7.5%
46,555
+2.1%
1.35%
+8.5%
Q2 2021$7,090,000
+6.1%
45,584
+3.9%
1.24%
-3.9%
Q1 2021$6,681,000
+17.6%
43,889
-1.8%
1.29%
+12.3%
Q4 2020$5,680,000
+37.1%
44,700
+3.8%
1.15%
+23.2%
Q3 2020$4,144,000
-1.4%
43,049
-3.7%
0.93%
-10.1%
Q2 2020$4,204,000
+18.2%
44,691
+13.1%
1.04%
-7.5%
Q1 2020$3,558,000
-35.3%
39,525
+0.3%
1.12%
-20.1%
Q4 2019$5,495,000
+19.4%
39,421
+0.8%
1.40%
+3.9%
Q3 2019$4,602,000
+14.6%
39,105
+8.9%
1.35%
+21.9%
Q2 2019$4,016,000
+12.4%
35,919
+1.8%
1.11%
+8.4%
Q1 2019$3,573,000
+10.7%
35,300
+6.7%
1.02%
-9.9%
Q4 2018$3,229,000
-21.4%
33,086
-9.1%
1.14%
+14.4%
Q3 2018$4,108,000
+38.5%
36,405
-4.3%
0.99%
+15.8%
Q2 2018$2,965,000
-34.7%
38,055
-7.9%
0.86%
-37.4%
Q1 2018$4,544,000
+3.6%
41,319
+0.8%
1.37%
-5.3%
Q4 2017$4,384,000
+12.8%
40,996
+0.7%
1.45%
+10.0%
Q3 2017$3,886,000
+0.5%
40,692
-3.8%
1.31%
+5.5%
Q2 2017$3,866,000
+4.9%
42,295
+0.8%
1.24%
-7.4%
Q1 2017$3,684,000
-3.6%
41,940
-5.3%
1.34%
-0.1%
Q4 2016$3,822,000
+21.6%
44,289
-6.2%
1.35%
+21.4%
Q3 2016$3,143,000
+4.2%
47,206
-2.8%
1.11%
-0.1%
Q2 2016$3,017,000
+1.8%
48,548
-3.0%
1.11%
+7.8%
Q1 2016$2,964,000
-21.1%
50,056
-12.0%
1.03%
-20.1%
Q4 2015$3,756,000
+11.7%
56,885
+9.8%
1.29%
-6.4%
Q3 2015$3,362,000
-4.5%
51,792
-0.3%
1.38%
+4.9%
Q2 2015$3,520,000
+27.0%
51,954
+13.6%
1.32%
+29.7%
Q1 2015$2,771,000
+15.0%
45,747
+18.9%
1.02%
+12.9%
Q4 2014$2,409,000
+0.5%
38,491
-3.2%
0.90%
-0.8%
Q3 2014$2,397,000
-7.9%
39,783
-11.9%
0.91%
-10.8%
Q2 2014$2,603,000
-99.9%
45,171
-7.7%
1.02%
-19.0%
Q1 2014$2,967,903,000
+64154.2%
48,962
-38.0%
1.26%
-35.5%
Q4 2013$4,619,000
+7.5%
78,979
-5.0%
1.95%
-3.2%
Q3 2013$4,297,000
+78.6%
83,140
+82.4%
2.01%
+54.7%
Q2 2013$2,406,00045,5721.30%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2017
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