JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,697 filers reported holding JPMORGAN CHASE & CO in Q2 2014. The put-call ratio across all filers is 0.90 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,625,500 | -0.3% | 25,000 | 0.0% | 1.70% | +0.5% |
Q2 2023 | $3,636,000 | +11.6% | 25,000 | 0.0% | 1.69% | -1.2% |
Q1 2023 | $3,258,000 | -2.8% | 25,000 | 0.0% | 1.71% | +0.9% |
Q4 2022 | $3,352,500 | +28.3% | 25,000 | 0.0% | 1.70% | -38.3% |
Q3 2022 | $2,613,000 | -10.8% | 25,000 | -3.8% | 2.75% | +23.2% |
Q2 2022 | $2,928,000 | -17.4% | 26,000 | 0.0% | 2.23% | +6.6% |
Q1 2022 | $3,544,000 | -13.9% | 26,000 | 0.0% | 2.09% | -13.7% |
Q4 2021 | $4,117,000 | -3.3% | 26,000 | 0.0% | 2.42% | -8.4% |
Q3 2021 | $4,256,000 | +5.2% | 26,000 | 0.0% | 2.65% | +22.9% |
Q2 2021 | $4,044,000 | +2.2% | 26,000 | 0.0% | 2.15% | -7.1% |
Q1 2021 | $3,958,000 | +19.8% | 26,000 | 0.0% | 2.32% | -38.9% |
Q4 2020 | $3,304,000 | +32.0% | 26,000 | 0.0% | 3.79% | +269.2% |
Q3 2020 | $2,503,000 | +2.3% | 26,000 | 0.0% | 1.03% | +20.0% |
Q2 2020 | $2,446,000 | +4.5% | 26,000 | 0.0% | 0.86% | -22.7% |
Q1 2020 | $2,341,000 | -35.4% | 26,000 | 0.0% | 1.11% | -21.7% |
Q4 2019 | $3,624,000 | +18.4% | 26,000 | 0.0% | 1.42% | +37.1% |
Q3 2019 | $3,060,000 | +5.3% | 26,000 | 0.0% | 1.03% | +9.1% |
Q2 2019 | $2,907,000 | +10.4% | 26,000 | 0.0% | 0.95% | +11.4% |
Q1 2019 | $2,632,000 | +3.7% | 26,000 | 0.0% | 0.85% | -5.5% |
Q4 2018 | $2,538,000 | -13.5% | 26,000 | 0.0% | 0.90% | +18.9% |
Q3 2018 | $2,934,000 | +8.3% | 26,000 | 0.0% | 0.76% | +15.3% |
Q2 2018 | $2,709,000 | -5.2% | 26,000 | 0.0% | 0.66% | -13.5% |
Q1 2018 | $2,859,000 | +2.8% | 26,000 | 0.0% | 0.76% | -18.4% |
Q4 2017 | $2,780,000 | +12.0% | 26,000 | 0.0% | 0.93% | +22.4% |
Q3 2017 | $2,483,000 | +4.5% | 26,000 | 0.0% | 0.76% | -39.4% |
Q2 2017 | $2,376,000 | +4.0% | 26,000 | 0.0% | 1.25% | -4.3% |
Q1 2017 | $2,284,000 | +1.8% | 26,000 | 0.0% | 1.31% | +9.2% |
Q4 2016 | $2,244,000 | -69.9% | 26,000 | -76.8% | 1.20% | -74.8% |
Q3 2016 | $7,464,000 | +7.1% | 112,100 | 0.0% | 4.75% | -64.4% |
Q2 2016 | $6,966,000 | +4.9% | 112,100 | 0.0% | 13.35% | +142.4% |
Q1 2016 | $6,639,000 | -9.4% | 112,100 | +1.0% | 5.51% | +11.2% |
Q4 2015 | $7,330,000 | +8.3% | 111,007 | 0.0% | 4.95% | +27.6% |
Q3 2015 | $6,768,000 | -28.5% | 111,007 | -20.5% | 3.88% | -28.1% |
Q2 2015 | $9,460,000 | +11.9% | 139,607 | 0.0% | 5.40% | -0.6% |
Q1 2015 | $8,457,000 | -3.2% | 139,607 | 0.0% | 5.43% | +71.5% |
Q4 2014 | $8,737,000 | -14.8% | 139,607 | -18.0% | 3.17% | +16.0% |
Q3 2014 | $10,251,000 | +50.6% | 170,164 | +44.0% | 2.73% | +47.1% |
Q2 2014 | $6,807,000 | +650.5% | 118,142 | +1179.1% | 1.86% | +197.4% |
Q1 2014 | $907,000 | -40.3% | 9,236 | -64.5% | 0.62% | -41.0% |
Q4 2013 | $1,520,000 | +13.1% | 26,000 | 0.0% | 1.06% | +30.3% |
Q3 2013 | $1,344,000 | -2.1% | 26,000 | 0.0% | 0.81% | +13.4% |
Q2 2013 | $1,373,000 | – | 26,000 | – | 0.72% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |