Rothschild Capital Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Rothschild Capital Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,958,378
-0.3%
103,1470.0%5.85%
+5.9%
Q2 2023$15,001,700
+11.6%
103,1470.0%5.53%
+0.3%
Q1 2023$13,441,086
-2.1%
103,147
+0.0%
5.51%
-5.2%
Q4 2022$13,735,248
+27.5%
103,102
+0.0%
5.81%
+17.3%
Q3 2022$10,770,000
-7.2%
103,0590.0%4.95%
+2.1%
Q2 2022$11,605,000
-17.4%
103,0590.0%4.85%
-1.4%
Q1 2022$14,049,000
-17.3%
103,059
-4.0%
4.92%
-2.8%
Q4 2021$16,995,000
-1.2%
107,326
+2.1%
5.07%
-7.9%
Q3 2021$17,209,000
+4.9%
105,133
-0.3%
5.50%
+4.7%
Q2 2021$16,406,000
-0.8%
105,478
-2.9%
5.25%
-6.1%
Q1 2021$16,533,000
+19.5%
108,603
-0.2%
5.59%
+13.0%
Q4 2020$13,834,000
+34.8%
108,872
+2.1%
4.95%
+21.8%
Q3 2020$10,264,000
+2.4%
106,6120.0%4.06%
-2.9%
Q2 2020$10,028,000
+8.9%
106,612
+4.2%
4.18%
-18.3%
Q1 2020$9,208,000
-35.4%
102,2720.0%5.12%
-21.1%
Q4 2019$14,257,000
+17.6%
102,272
-0.8%
6.49%
+6.3%
Q3 2019$12,127,000
+5.3%
103,0460.0%6.11%
+8.4%
Q2 2019$11,521,000
+10.4%
103,0460.0%5.64%
-3.2%
Q1 2019$10,431,000
+3.1%
103,046
-0.6%
5.82%
+6.6%
Q4 2018$10,120,000
-13.0%
103,671
+0.6%
5.46%
+5.8%
Q3 2018$11,629,000
+8.3%
103,0610.0%5.17%
+15.1%
Q2 2018$10,739,000
-11.4%
103,061
-6.5%
4.49%
-5.7%
Q1 2018$12,123,000
+2.5%
110,240
-0.4%
4.76%
+2.6%
Q4 2017$11,832,000
+11.0%
110,645
-0.9%
4.64%
+1.2%
Q3 2017$10,661,000
-3.5%
111,622
-7.6%
4.59%
+9.5%
Q2 2017$11,045,000
+4.1%
120,8410.0%4.19%
+1.3%
Q1 2017$10,615,000
+2.3%
120,841
+0.5%
4.14%
-6.3%
Q4 2016$10,376,000
+24.6%
120,249
-3.8%
4.42%
+47.3%
Q3 2016$8,327,000
+6.7%
125,049
-0.4%
3.00%
-0.5%
Q2 2016$7,803,000
+19.9%
125,570
+14.3%
3.01%
+3.4%
Q1 2016$6,508,000109,9002.91%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders