JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | $1,587,807 | +1.2% | 10,949 | +1.5% | 0.66% | -3.5% |
Q2 2023 | $1,568,477 | -8.9% | 10,784 | -18.4% | 0.69% | -14.7% |
Q1 2023 | $1,722,639 | -12.1% | 13,220 | -9.5% | 0.80% | -19.5% |
Q4 2022 | $1,959,837 | -3.2% | 14,615 | -24.6% | 1.00% | -7.8% |
Q3 2022 | $2,025,000 | -7.8% | 19,377 | -0.7% | 1.08% | -0.5% |
Q2 2022 | $2,196,000 | -19.1% | 19,504 | -2.1% | 1.09% | +2.8% |
Q1 2022 | $2,715,000 | -14.6% | 19,916 | -0.9% | 1.06% | -15.5% |
Q4 2021 | $3,181,000 | -7.0% | 20,089 | -3.9% | 1.25% | -9.5% |
Q3 2021 | $3,421,000 | +0.8% | 20,901 | -4.3% | 1.38% | +2.7% |
Q2 2021 | $3,395,000 | -6.8% | 21,829 | -8.7% | 1.35% | -14.4% |
Q1 2021 | $3,642,000 | +4.0% | 23,921 | -13.2% | 1.58% | +15.9% |
Q4 2020 | $3,501,000 | +28.9% | 27,553 | -2.3% | 1.36% | +11.1% |
Q3 2020 | $2,716,000 | +1.8% | 28,213 | -0.6% | 1.22% | -7.2% |
Q2 2020 | $2,669,000 | +74.0% | 28,372 | +66.5% | 1.32% | -6.9% |
Q1 2020 | $1,534,000 | -55.9% | 17,041 | -31.7% | 1.42% | -10.9% |
Q4 2019 | $3,479,000 | -6.3% | 24,957 | -20.9% | 1.59% | -10.0% |
Q3 2019 | $3,712,000 | -2.8% | 31,537 | -7.7% | 1.77% | +2.1% |
Q2 2019 | $3,820,000 | +7.6% | 34,172 | -2.6% | 1.73% | +2.6% |
Q1 2019 | $3,551,000 | +5.1% | 35,083 | +1.3% | 1.69% | -2.6% |
Q4 2018 | $3,380,000 | -23.8% | 34,625 | -11.9% | 1.73% | -3.0% |
Q3 2018 | $4,435,000 | +26.2% | 39,301 | +16.5% | 1.79% | +11.8% |
Q2 2018 | $3,514,000 | -14.8% | 33,726 | -10.1% | 1.60% | -15.0% |
Q1 2018 | $4,125,000 | +3.8% | 37,511 | +0.9% | 1.88% | +9.8% |
Q4 2017 | $3,975,000 | +14.3% | 37,174 | +2.1% | 1.71% | +16.4% |
Q3 2017 | $3,478,000 | +6.7% | 36,420 | +2.1% | 1.47% | -1.4% |
Q2 2017 | $3,260,000 | +7.5% | 35,668 | +3.3% | 1.49% | +5.6% |
Q1 2017 | $3,033,000 | +10.0% | 34,530 | +8.1% | 1.41% | -20.5% |
Q4 2016 | $2,757,000 | -3.8% | 31,945 | -25.7% | 1.78% | +21.5% |
Q3 2016 | $2,865,000 | +5.6% | 43,022 | -1.5% | 1.46% | +3.5% |
Q2 2016 | $2,714,000 | +4.8% | 43,670 | -0.1% | 1.41% | +2.5% |
Q1 2016 | $2,589,000 | -11.9% | 43,720 | -1.8% | 1.38% | -16.3% |
Q4 2015 | $2,940,000 | +7.1% | 44,524 | -1.1% | 1.64% | +1.4% |
Q3 2015 | $2,744,000 | +143.0% | 45,002 | +170.1% | 1.62% | +110.6% |
Q2 2015 | $1,129,000 | +19.6% | 16,660 | +6.9% | 0.77% | +18.1% |
Q1 2015 | $944,000 | -6.1% | 15,590 | -2.9% | 0.65% | -9.9% |
Q4 2014 | $1,005,000 | +7.6% | 16,061 | +3.6% | 0.72% | +5.2% |
Q3 2014 | $934,000 | +1.7% | 15,505 | -2.7% | 0.69% | +3.3% |
Q2 2014 | $918,000 | -2.8% | 15,928 | +2.5% | 0.67% | -8.6% |
Q1 2014 | $944,000 | +3.3% | 15,542 | -0.6% | 0.73% | -0.7% |
Q4 2013 | $914,000 | +12.0% | 15,636 | -1.0% | 0.73% | +3.1% |
Q3 2013 | $816,000 | +16.4% | 15,786 | +18.9% | 0.71% | +7.4% |
Q2 2013 | $701,000 | – | 13,276 | – | 0.66% | – |
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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% |