W.G. Shaheen & Associates DBA Whitney & Co - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
W.G. Shaheen & Associates DBA Whitney & Co ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,470,825
-0.9%
106,681
-0.6%
2.32%
+3.4%
Q2 2023$15,610,960
+12.9%
107,336
+1.1%
2.24%
+2.4%
Q1 2023$13,829,930
-1.3%
106,131
+1.6%
2.19%
-14.8%
Q4 2022$14,010,284
+28.3%
104,476
+0.0%
2.57%
+21.2%
Q3 2022$10,918,000
-6.7%
104,474
+0.5%
2.12%
-0.3%
Q2 2022$11,701,000
-17.0%
103,910
+0.5%
2.13%
-1.8%
Q1 2022$14,094,000
-13.1%
103,391
+1.0%
2.17%
-9.0%
Q4 2021$16,212,000
-3.5%
102,378
-0.3%
2.38%
-11.4%
Q3 2021$16,803,000
+5.7%
102,652
+0.4%
2.69%
+5.7%
Q2 2021$15,896,000
+3.6%
102,200
+1.4%
2.54%
-5.6%
Q1 2021$15,347,000
+16.4%
100,815
+0.6%
2.69%
+26.6%
Q4 2020$13,184,000
+35.8%
100,201
-0.6%
2.13%
+16.9%
Q3 2020$9,705,000
+3.2%
100,811
+0.8%
1.82%
-5.5%
Q2 2020$9,406,000
+30.1%
100,002
+24.5%
1.92%
+7.9%
Q1 2020$7,230,000
-34.1%
80,304
+2.1%
1.78%
-18.4%
Q4 2019$10,969,000
+9.4%
78,684
+1.1%
2.18%
+4.4%
Q3 2019$10,027,000
+19.2%
77,839
+3.4%
2.09%
+10.6%
Q2 2019$8,415,000
-2.5%
75,271
+1.2%
1.89%
-3.2%
Q1 2019$8,632,000
+23.5%
74,386
+11.0%
1.95%
+9.5%
Q4 2018$6,989,000
+3.8%
67,040
+11.9%
1.78%
+10.0%
Q3 2018$6,734,000
+20.1%
59,918
+11.4%
1.62%
+8.4%
Q2 2018$5,607,000
+8.5%
53,810
+14.5%
1.50%
+1.3%
Q1 2018$5,166,000
+10.6%
46,976
+7.6%
1.48%
+9.2%
Q4 2017$4,670,000
+17.8%
43,671
+0.7%
1.35%
+1.7%
Q3 2017$3,963,0000.0%43,3540.0%1.33%
+2.4%
Q2 2017$3,963,000
+26.6%
43,354
+21.7%
1.30%
+14.2%
Q1 2017$3,130,000
+8.8%
35,634
+6.8%
1.14%
+4.9%
Q4 2016$2,878,000
+32.1%
33,350
+1.9%
1.08%
+24.3%
Q3 2016$2,179,000
+24.9%
32,730
+16.5%
0.87%
+23.0%
Q2 2016$1,745,000
+9.3%
28,084
+4.2%
0.71%
+3.5%
Q1 2016$1,597,000
-1.4%
26,960
+9.9%
0.68%
-3.1%
Q4 2015$1,620,000
+9.5%
24,535
+1.2%
0.71%
+5.7%
Q3 2015$1,479,000
-5.3%
24,255
+5.3%
0.67%
-1.8%
Q2 2015$1,561,000
+12.2%
23,030
+0.3%
0.68%
+9.3%
Q1 2015$1,391,000
+0.1%
22,965
+3.4%
0.62%0.0%
Q4 2014$1,390,000
+4.4%
22,215
+0.5%
0.62%
+1.3%
Q3 2014$1,332,000
+5.6%
22,115
+1.0%
0.62%
+5.7%
Q2 2014$1,261,000
+17.1%
21,890
+23.4%
0.58%
+7.4%
Q1 2014$1,077,000
+1.5%
17,740
-2.2%
0.54%
-7.5%
Q4 2013$1,061,000
+20.7%
18,140
+6.7%
0.59%
-4.7%
Q3 2013$879,000
-5.7%
17,000
-3.7%
0.62%
-9.7%
Q2 2013$932,00017,6500.68%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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