Regal Investment Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,627 filers reported holding JPMORGAN CHASE & CO in Q2 2019. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.

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
Regal Investment Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,437,540
+8.3%
23,704
+8.7%
0.29%
+8.6%
Q2 2023$3,172,957
+18.5%
21,816
+6.2%
0.27%
+12.7%
Q1 2023$2,677,890
-28.8%
20,550
-26.7%
0.24%
-35.2%
Q4 2022$3,758,531
+23.0%
28,028
-4.2%
0.36%
+13.0%
Q3 2022$3,056,000
-8.0%
29,244
-0.9%
0.32%
-6.9%
Q2 2022$3,323,000
-14.3%
29,510
+3.8%
0.35%
-2.8%
Q1 2022$3,876,000
-24.6%
28,434
-12.5%
0.36%
-21.8%
Q4 2021$5,143,000
-8.6%
32,479
-5.5%
0.46%
-16.7%
Q3 2021$5,624,000
+14.6%
34,360
+8.9%
0.55%
+11.0%
Q2 2021$4,909,000
+18.8%
31,564
-2.9%
0.49%
+5.4%
Q4 2020$4,131,000
+149.6%
32,509
+84.8%
0.47%
+54.1%
Q2 2020$1,655,000
-8.8%
17,590
+35.1%
0.30%
-7.1%
Q4 2019$1,815,000
+31.6%
13,020
+11.2%
0.33%
+21.2%
Q3 2019$1,379,000
-4.4%
11,713
-9.2%
0.27%
-4.3%
Q2 2019$1,442,000
+18.0%
12,900
+6.8%
0.28%
+13.3%
Q1 2019$1,222,000
+7.1%
12,074
+3.3%
0.25%
-0.8%
Q4 2018$1,141,000
+47.6%
11,688
+70.7%
0.25%
+53.4%
Q3 2018$773,000
+0.9%
6,849
-6.8%
0.16%
-30.0%
Q2 2018$766,000
-37.9%
7,352
-34.5%
0.23%
-14.7%
Q1 2018$1,234,000
+12.0%
11,219
+8.9%
0.27%
+11.0%
Q4 2017$1,102,000
+17.0%
10,306
+4.5%
0.25%
+11.8%
Q3 2017$942,000
+7.0%
9,864
+2.5%
0.22%
+0.9%
Q2 2017$880,000
+5.8%
9,628
+1.7%
0.22%
+0.5%
Q1 2017$832,000
+10.3%
9,470
+8.5%
0.22%
+4.3%
Q4 2016$754,000
+2.4%
8,732
-21.0%
0.21%
-0.5%
Q3 2016$736,000
+7.9%
11,052
+0.6%
0.21%
+11.8%
Q2 2016$682,000
+12.4%
10,981
+7.2%
0.19%
+14.0%
Q1 2016$607,000
+77.0%
10,247
+97.1%
0.16%
+84.3%
Q4 2015$343,000
+32.4%
5,199
+22.3%
0.09%
+32.8%
Q3 2015$259,000
+18.3%
4,251
+31.4%
0.07%
+13.6%
Q2 2015$219,000
-0.5%
3,236
-10.8%
0.06%
+9.3%
Q1 2015$220,000
+67.9%
3,627
+73.1%
0.05%
+54.3%
Q4 2014$131,000
-5.8%
2,095
-8.9%
0.04%
-16.7%
Q3 2014$139,000
+6.9%
2,300
+2.2%
0.04%
-8.7%
Q2 2014$130,000
+28.7%
2,250
+35.5%
0.05%
+7.0%
Q1 2014$101,000
+46.4%
1,660
+41.5%
0.04%
+7.5%
Q4 2013$69,000
-34.9%
1,173
-42.9%
0.04%
-35.5%
Q3 2013$106,000
-36.9%
2,054
-35.4%
0.06%
-33.3%
Q2 2013$168,0003,1800.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2019
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders