JNBA Financial Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
JNBA Financial Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,639,162
+1.9%
11,303
+2.2%
0.20%
+6.2%
Q2 2023$1,608,131
+12.8%
11,057
+1.1%
0.19%
+3.8%
Q1 2023$1,425,592
-2.0%
10,940
+0.8%
0.19%
-7.9%
Q4 2022$1,455,253
+28.3%
10,8520.0%0.20%
+15.4%
Q3 2022$1,134,000
-7.6%
10,852
-0.4%
0.18%
-5.9%
Q2 2022$1,227,000
-18.7%
10,894
-1.6%
0.19%
-7.0%
Q1 2022$1,509,000
-15.4%
11,069
-1.7%
0.20%
-8.3%
Q4 2021$1,783,000
-0.7%
11,261
+2.7%
0.22%
-9.5%
Q3 2021$1,795,000
+5.5%
10,964
+0.2%
0.24%
+4.8%
Q2 2021$1,702,000
+5.3%
10,944
+3.0%
0.23%
-2.1%
Q1 2021$1,617,000
+24.6%
10,622
+4.0%
0.24%
+10.3%
Q4 2020$1,298,000
-7.2%
10,211
-29.7%
0.21%
-24.5%
Q3 2020$1,399,000
+6.1%
14,528
+3.6%
0.28%
-0.4%
Q2 2020$1,319,000
+3.9%
14,028
-0.6%
0.28%
-7.2%
Q1 2020$1,270,000
-32.5%
14,111
+4.6%
0.30%
-15.0%
Q4 2019$1,881,000
+17.7%
13,493
-0.6%
0.36%
+10.5%
Q3 2019$1,598,000
+10.8%
13,578
+5.2%
0.32%
+10.5%
Q2 2019$1,442,000
+11.4%
12,901
+0.8%
0.29%
+5.8%
Q1 2019$1,295,000
+22.4%
12,795
+18.0%
0.28%
+15.8%
Q4 2018$1,058,000
+182.1%
10,840
+226.4%
0.24%
+42.9%
Q3 2018$375,000
-66.3%
3,321
-68.9%
0.17%
-28.8%
Q2 2018$1,114,000
-5.3%
10,6900.0%0.24%
-6.3%
Q1 2018$1,176,000
+8.4%
10,690
+5.4%
0.25%
+10.5%
Q4 2017$1,085,000
+6.1%
10,146
-5.3%
0.23%0.0%
Q3 2017$1,023,000
+6.7%
10,716
+2.1%
0.23%
+4.6%
Q2 2017$959,000
+4.7%
10,496
+0.6%
0.22%
+0.9%
Q1 2017$916,000
-6.4%
10,429
-8.1%
0.22%
-9.2%
Q4 2016$979,000
-2.3%
11,344
-24.6%
0.24%
+63.0%
Q3 2016$1,002,000
+41.5%
15,050
+32.2%
0.15%
-26.3%
Q2 2016$708,000
+90.8%
11,386
+82.0%
0.20%
+48.9%
Q1 2016$371,000
-10.2%
6,2560.0%0.13%
-15.8%
Q4 2015$413,000
+8.4%
6,2560.0%0.16%
-2.5%
Q3 2015$381,000
+47.7%
6,256
+64.4%
0.16%
+65.3%
Q2 2015$258,000
+11.7%
3,8060.0%0.10%
+10.1%
Q1 2015$231,000
-6.5%
3,806
-3.5%
0.09%
-11.0%
Q4 2014$247,000
+4.2%
3,9420.0%0.10%
-7.4%
Q3 2014$237,000
+34.7%
3,942
+29.0%
0.11%
+27.1%
Q2 2014$176,000
-1.1%
3,055
+4.3%
0.08%
-9.6%
Q1 2014$178,000
+4.1%
2,9280.0%0.09%0.0%
Q4 2013$171,000
+131.1%
2,928
+105.0%
0.09%
+104.3%
Q3 2013$74,000
+208.3%
1,428
+215.2%
0.05%
+187.5%
Q2 2013$24,0004530.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders