BUCKINGHAM STRATEGIC WEALTH, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 1.0%.

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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,178,104
+0.1%
63,289
+0.4%
0.13%
-0.8%
Q2 2023$9,171,775
+11.7%
63,062
+3.0%
0.13%
-12.1%
Q1 2023$8,208,8990.0%61,2150.0%0.15%0.0%
Q4 2022$8,208,899
+26.3%
61,215
-1.6%
0.15%
+12.0%
Q3 2022$6,498,000
-7.0%
62,180
+0.2%
0.13%
-3.6%
Q2 2022$6,985,000
-10.4%
62,026
+8.4%
0.14%
-10.4%
Q1 2022$7,797,000
-12.3%
57,200
+1.9%
0.15%
-10.5%
Q4 2021$8,889,000
-4.2%
56,133
-1.0%
0.17%
-9.5%
Q3 2021$9,279,000
-5.6%
56,686
-10.3%
0.19%
-19.8%
Q2 2021$9,825,000
+3.6%
63,164
+1.4%
0.24%
-49.4%
Q1 2021$9,485,000
+20.4%
62,309
+0.5%
0.47%
+13.3%
Q4 2020$7,878,000
+13.0%
61,997
-14.4%
0.41%
-22.7%
Q3 2020$6,970,000
+72.1%
72,402
+68.2%
0.53%
+38.7%
Q2 2020$4,049,000
-18.5%
43,045
-22.0%
0.38%
-19.6%
Q1 2020$4,967,000
-22.6%
55,176
+19.8%
0.48%
-22.2%
Q4 2019$6,421,000
+20.2%
46,062
+1.5%
0.62%
+6.4%
Q3 2019$5,341,000
+7.7%
45,379
+2.3%
0.58%
+7.4%
Q2 2019$4,959,000
+15.1%
44,357
+4.3%
0.54%
-0.7%
Q1 2019$4,307,000
+4.2%
42,545
+0.5%
0.54%
-13.9%
Q4 2018$4,133,000
-3.6%
42,337
+11.4%
0.63%
-4.1%
Q3 2018$4,288,000
+7.1%
37,998
-1.1%
0.66%
+1.5%
Q2 2018$4,002,000
+13.3%
38,407
+19.6%
0.65%
-5.8%
Q1 2018$3,532,000
+4.3%
32,115
+1.4%
0.69%
-2.5%
Q4 2017$3,388,000
+11.4%
31,677
-0.6%
0.71%
-2.5%
Q3 2017$3,042,000
-1.1%
31,855
-5.4%
0.72%
+0.1%
Q2 2017$3,077,000
+50.8%
33,670
+44.9%
0.72%
+21.7%
Q1 2017$2,041,000
+4.8%
23,236
+3.0%
0.59%
-5.3%
Q4 2016$1,947,000
+37.9%
22,562
+6.4%
0.63%
+31.2%
Q3 2016$1,412,000
+13.1%
21,209
+5.5%
0.48%
+12.5%
Q2 2016$1,249,000
+9.5%
20,096
+4.3%
0.42%
+12.4%
Q1 2016$1,141,000
+80.3%
19,266
+101.0%
0.38%
+78.3%
Q4 2015$633,000
-5.4%
9,584
-12.7%
0.21%
-10.2%
Q3 2015$669,000
-8.0%
10,979
+2.3%
0.24%
-0.8%
Q2 2015$727,000
+107.1%
10,732
+85.3%
0.24%
+80.3%
Q1 2015$351,000
-12.9%
5,792
-10.0%
0.13%
-15.4%
Q4 2014$403,000
-3.1%
6,434
-6.9%
0.16%
-9.3%
Q3 2014$416,000
-7.6%
6,913
-11.5%
0.17%
-12.2%
Q2 2014$450,000
+10.6%
7,809
+16.5%
0.20%
+4.3%
Q1 2014$407,000
+5.2%
6,701
+1.3%
0.19%
+3.3%
Q4 2013$387,000
-45.0%
6,617
-51.4%
0.18%
-51.2%
Q3 2013$704,000
+10.5%
13,621
+12.9%
0.37%
+3.9%
Q2 2013$637,00012,0690.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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