Advisory Services Network, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Advisory Services Network, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$18,214,816
+8.1%
125,601
+8.4%
0.49%
+8.9%
Q2 2023$16,844,302
+13.1%
115,816
+1.4%
0.45%
+9.0%
Q1 2023$14,890,077
-5.0%
114,266
-2.2%
0.41%
-14.2%
Q4 2022$15,673,275
+49.0%
116,877
+16.1%
0.48%
+29.4%
Q3 2022$10,522,000
-6.8%
100,693
+0.4%
0.37%
-3.9%
Q2 2022$11,293,000
-12.0%
100,291
+6.5%
0.39%
+2.1%
Q1 2022$12,838,000
-16.4%
94,160
-2.9%
0.38%
-14.5%
Q4 2021$15,357,000
-2.7%
96,973
+0.6%
0.44%
-12.0%
Q3 2021$15,778,000
+18.7%
96,390
+12.8%
0.50%
+19.8%
Q2 2021$13,295,000
+10.8%
85,473
+8.5%
0.42%
-6.1%
Q1 2021$11,998,000
+19.3%
78,812
-0.4%
0.45%
+10.7%
Q4 2020$10,054,000
+21.1%
79,127
-8.2%
0.40%
+3.1%
Q3 2020$8,299,000
-5.7%
86,194
-7.9%
0.39%
-19.0%
Q2 2020$8,798,000
+40.5%
93,547
+34.5%
0.48%
+18.1%
Q1 2020$6,260,000
-36.8%
69,533
-2.1%
0.41%
-21.5%
Q4 2019$9,906,000
+36.4%
71,051
+9.3%
0.52%
+17.1%
Q3 2019$7,265,0000.0%64,9810.0%0.44%0.0%
Q2 2019$7,265,000
+16.4%
64,981
+5.4%
0.44%
+1.6%
Q1 2019$6,240,000
+8.6%
61,653
+4.8%
0.44%
-12.6%
Q4 2018$5,745,000
-23.7%
58,848
-11.8%
0.50%
-8.9%
Q3 2018$7,532,000
-4.6%
66,751
-2.9%
0.55%
-8.6%
Q2 2018$7,898,000
+13.3%
68,768
+8.5%
0.60%
+8.1%
Q1 2018$6,971,000
+14.8%
63,389
+11.6%
0.56%
+5.3%
Q4 2017$6,073,000
+19.0%
56,788
+6.3%
0.53%
-9.4%
Q3 2017$5,103,000
+12.5%
53,434
+7.7%
0.58%
-1.2%
Q2 2017$4,535,000
+8.6%
49,615
+4.4%
0.59%
-2.5%
Q1 2017$4,175,000
+233.7%
47,532
+153.0%
0.61%
+157.9%
Q3 2016$1,251,000
+2.1%
18,788
-4.7%
0.24%
-15.5%
Q2 2016$1,225,000
+4.8%
19,719
-0.1%
0.28%
-12.9%
Q1 2016$1,169,000
-2.2%
19,736
+9.0%
0.32%
-16.9%
Q4 2015$1,195,000
+29.8%
18,103
+19.8%
0.38%
+38.1%
Q3 2015$921,000
-17.4%
15,114
-7.8%
0.28%
-15.5%
Q2 2015$1,115,000
+94.3%
16,400
+72.7%
0.33%
+108.2%
Q1 2015$574,000
+35.7%
9,494
+24.9%
0.16%
+19.7%
Q4 2014$423,000
-12.2%
7,600
-5.1%
0.13%
-25.0%
Q3 2014$482,000
+34.6%
8,005
+28.7%
0.18%
+15.8%
Q2 2014$358,000
-45.7%
6,221
-42.7%
0.15%
-55.3%
Q1 2014$659,000
+46.8%
10,852
+41.3%
0.34%
+51.1%
Q4 2013$449,0007,6790.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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