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 | $4,174,962 | -8.5% | 28,789 | -8.2% | 0.20% | -3.3% |
Q2 2023 | $4,561,582 | +14.3% | 31,364 | +2.4% | 0.21% | +1.0% |
Q1 2023 | $3,990,701 | -10.8% | 30,625 | -8.2% | 0.21% | -13.8% |
Q4 2022 | $4,475,466 | +32.4% | 33,374 | +3.1% | 0.24% | +17.1% |
Q3 2022 | $3,381,000 | -13.0% | 32,359 | -6.2% | 0.20% | -6.4% |
Q2 2022 | $3,885,000 | -11.3% | 34,499 | +7.4% | 0.22% | -0.5% |
Q1 2022 | $4,380,000 | -17.0% | 32,134 | -3.6% | 0.22% | -14.1% |
Q4 2021 | $5,280,000 | -22.6% | 33,346 | -20.0% | 0.26% | -13.5% |
Q3 2021 | $6,825,000 | +37.6% | 41,690 | +30.7% | 0.30% | +10.4% |
Q2 2021 | $4,961,000 | +6.4% | 31,894 | +4.2% | 0.27% | -2.9% |
Q1 2021 | $4,661,000 | +27.9% | 30,619 | +6.8% | 0.28% | +10.8% |
Q4 2020 | $3,643,000 | -46.6% | 28,670 | -76.4% | 0.25% | -31.2% |
Q3 2020 | $6,827,000 | +120.7% | 121,259 | +268.8% | 0.36% | +35.1% |
Q2 2020 | $3,093,000 | +162.6% | 32,880 | +151.3% | 0.27% | +27.6% |
Q1 2020 | $1,178,000 | -35.4% | 13,083 | -0.0% | 0.21% | -33.5% |
Q4 2019 | $1,824,000 | +12.7% | 13,088 | -4.8% | 0.32% | -9.2% |
Q3 2019 | $1,619,000 | +18.0% | 13,753 | +12.0% | 0.35% | +8.8% |
Q2 2019 | $1,372,000 | +9.7% | 12,275 | -0.6% | 0.32% | +7.7% |
Q1 2019 | $1,251,000 | +2.3% | 12,354 | -1.4% | 0.30% | -9.5% |
Q4 2018 | $1,223,000 | +31.5% | 12,524 | +51.9% | 0.33% | +51.9% |
Q3 2018 | $930,000 | +2.8% | 8,246 | -5.1% | 0.22% | -14.3% |
Q2 2018 | $905,000 | +5.1% | 8,687 | +11.0% | 0.25% | -1.6% |
Q1 2018 | $861,000 | -0.6% | 7,825 | -3.3% | 0.26% | -1.9% |
Q4 2017 | $866,000 | +6.5% | 8,096 | -4.9% | 0.26% | -2.6% |
Q3 2017 | $813,000 | -2.6% | 8,515 | -6.7% | 0.27% | -21.6% |
Q2 2017 | $835,000 | +7.5% | 9,131 | -0.7% | 0.34% | +1.5% |
Q1 2017 | $777,000 | +15.6% | 9,197 | +18.2% | 0.34% | +18.2% |
Q4 2016 | $672,000 | +24.2% | 7,783 | -0.3% | 0.28% | +18.8% |
Q3 2016 | $541,000 | +24.1% | 7,809 | +11.2% | 0.24% | +21.8% |
Q2 2016 | $436,000 | +289.3% | 7,022 | +207.4% | 0.20% | +319.1% |
Q1 2013 | $112,000 | – | 2,284 | – | 0.05% | – |
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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% |