Regent Investment Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Regent Investment Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$12,172
-99.9%
90,766
+0.2%
3.26%
+18.1%
Q3 2022$9,466,000
-6.9%
90,580
+0.3%
2.76%
-2.7%
Q2 2022$10,171,000
-18.0%
90,320
-0.7%
2.84%
-1.0%
Q1 2022$12,399,000
-14.9%
90,952
-1.2%
2.87%
-9.7%
Q4 2021$14,578,000
-2.4%
92,062
+0.9%
3.18%
-11.2%
Q3 2021$14,933,000
+3.0%
91,228
-2.1%
3.58%
+5.2%
Q2 2021$14,500,000
+0.6%
93,226
-1.5%
3.40%
-6.3%
Q1 2021$14,415,000
+20.6%
94,691
+0.7%
3.63%
+9.5%
Q4 2020$11,954,000
+29.8%
94,077
-1.7%
3.32%
+16.4%
Q3 2020$9,213,000
-0.6%
95,702
-2.9%
2.85%
-7.5%
Q2 2020$9,269,000
+8.6%
98,547
+3.9%
3.08%
-12.4%
Q1 2020$8,538,000
-37.2%
94,841
-2.8%
3.52%
-15.4%
Q4 2019$13,599,000
+14.1%
97,556
-3.7%
4.16%
+6.4%
Q3 2019$11,918,000
+4.3%
101,268
-0.9%
3.91%
+5.1%
Q2 2019$11,423,000
+9.2%
102,170
-1.1%
3.72%
+6.7%
Q1 2019$10,457,000
+2.2%
103,300
-1.4%
3.48%
-9.1%
Q4 2018$10,231,000
-12.4%
104,800
+1.3%
3.83%
+4.8%
Q3 2018$11,678,000
+8.5%
103,494
+0.1%
3.66%
+1.7%
Q2 2018$10,768,000
-4.6%
103,344
+0.7%
3.60%
-5.8%
Q1 2018$11,288,000
+1.1%
102,649
-1.7%
3.82%
+4.2%
Q4 2017$11,170,000
+10.9%
104,450
-1.0%
3.66%
+8.0%
Q3 2017$10,073,000
+13.3%
105,462
+8.4%
3.39%
+8.4%
Q2 2017$8,892,000
+10.1%
97,291
+5.8%
3.13%
+2.6%
Q1 2017$8,075,000
+9.8%
91,933
+7.8%
3.05%
-19.0%
Q4 2016$7,357,000
+27.4%
85,263
-1.7%
3.76%
+25.4%
Q3 2016$5,776,000
+6.4%
86,734
-0.7%
3.00%
+1.7%
Q2 2016$5,427,000
+5.3%
87,334
+0.4%
2.95%
+3.0%
Q1 2016$5,153,000
-10.1%
87,010
+0.2%
2.86%
-6.5%
Q4 2015$5,733,000
+10.3%
86,830
+1.9%
3.06%
+7.0%
Q3 2015$5,196,000
-5.0%
85,215
+5.5%
2.86%
+4.0%
Q2 2015$5,472,000
+31.9%
80,758
+17.9%
2.75%
+30.9%
Q1 2015$4,149,000
+7.5%
68,483
+11.0%
2.10%
+6.2%
Q4 2014$3,861,000
-1.0%
61,698
-4.7%
1.98%
-0.9%
Q3 2014$3,901,000
+2.1%
64,753
-2.3%
2.00%
+6.3%
Q2 2014$3,819,000
-3.8%
66,271
+1.4%
1.88%
-10.3%
Q1 2014$3,968,000
+11.7%
65,355
+7.6%
2.10%
+5.2%
Q4 2013$3,552,000
+81.0%
60,745
+60.0%
1.99%
+53.8%
Q3 2013$1,962,000
+7.6%
37,961
+9.9%
1.30%
-7.8%
Q2 2013$1,823,00034,5381.40%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders