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 | $31,084,118 | +0.7% | 214,344 | +1.0% | 2.09% | +0.4% |
Q2 2023 | $30,872,763 | +15.0% | 212,271 | +3.0% | 2.08% | +7.1% |
Q1 2023 | $26,857,080 | -13.1% | 206,101 | -10.6% | 1.94% | -17.0% |
Q4 2022 | $30,915,969 | -9.6% | 230,544 | -29.5% | 2.34% | -12.3% |
Q3 2022 | $34,185,000 | -10.8% | 327,131 | -3.9% | 2.67% | -4.1% |
Q2 2022 | $38,317,000 | -12.4% | 340,265 | +6.0% | 2.78% | -0.7% |
Q1 2022 | $43,740,000 | +3.5% | 320,862 | +20.2% | 2.80% | +1.3% |
Q4 2021 | $42,272,000 | +0.0% | 266,955 | +3.4% | 2.77% | -13.0% |
Q3 2021 | $42,269,000 | +3.8% | 258,229 | -1.4% | 3.18% | +8.1% |
Q2 2021 | $40,729,000 | +1.4% | 261,855 | -0.8% | 2.94% | -5.7% |
Q1 2021 | $40,179,000 | +24.9% | 263,937 | +4.2% | 3.12% | +13.6% |
Q4 2020 | $32,179,000 | +58.1% | 253,240 | +19.8% | 2.75% | +41.2% |
Q3 2020 | $20,352,000 | +25.0% | 211,402 | +22.1% | 1.95% | +9.2% |
Q2 2020 | $16,281,000 | -1.2% | 173,089 | -5.4% | 1.78% | -10.0% |
Q1 2020 | $16,475,000 | -39.8% | 182,993 | -6.7% | 1.98% | -29.6% |
Q4 2019 | $27,353,000 | +15.4% | 196,221 | -2.6% | 2.81% | +1.8% |
Q3 2019 | $23,699,000 | +11.7% | 201,369 | +6.1% | 2.76% | +12.5% |
Q2 2019 | $21,225,000 | +14.2% | 189,848 | +3.4% | 2.46% | +9.2% |
Q1 2019 | $18,582,000 | +9.1% | 183,558 | +5.2% | 2.25% | -11.8% |
Q4 2018 | $17,035,000 | -17.7% | 174,498 | -9.0% | 2.55% | +5.8% |
Q3 2018 | $20,692,000 | +9.3% | 191,748 | +5.5% | 2.41% | -1.1% |
Q2 2018 | $18,932,000 | -4.4% | 181,693 | +0.9% | 2.44% | -5.7% |
Q1 2018 | $19,812,000 | +6.2% | 180,161 | +3.3% | 2.59% | +6.2% |
Q4 2017 | $18,649,000 | +21.0% | 174,387 | +8.0% | 2.44% | +5.0% |
Q3 2017 | $15,415,000 | +17.4% | 161,399 | +12.4% | 2.32% | +2.9% |
Q2 2017 | $13,126,000 | +93.1% | 143,611 | +85.6% | 2.25% | +62.3% |
Q1 2017 | $6,798,000 | +266.5% | 77,394 | +260.0% | 1.39% | +212.1% |
Q4 2016 | $1,855,000 | +79.7% | 21,497 | +38.6% | 0.44% | +60.6% |
Q3 2016 | $1,032,000 | +45.4% | 15,505 | +35.8% | 0.28% | +13.1% |
Q2 2016 | $710,000 | -83.9% | 11,418 | -84.6% | 0.24% | -81.8% |
Q1 2016 | $4,404,000 | -18.0% | 74,359 | -8.5% | 1.34% | -4.1% |
Q4 2015 | $5,368,000 | +3.7% | 81,293 | +0.9% | 1.40% | +3.2% |
Q3 2015 | $5,176,000 | -7.4% | 80,565 | -2.3% | 1.36% | -9.5% |
Q2 2015 | $5,588,000 | +14.5% | 82,462 | +2.4% | 1.50% | -1.3% |
Q1 2015 | $4,880,000 | -13.7% | 80,548 | -10.8% | 1.52% | -31.3% |
Q4 2014 | $5,654,000 | +2.4% | 90,344 | -1.4% | 2.21% | -15.1% |
Q3 2014 | $5,519,000 | +1.2% | 91,625 | -3.2% | 2.60% | +7.2% |
Q2 2014 | $5,452,000 | -8.9% | 94,613 | -4.0% | 2.43% | -21.7% |
Q1 2014 | $5,982,000 | -9.7% | 98,533 | -13.0% | 3.10% | +31.0% |
Q4 2013 | $6,624,000 | – | 113,272 | – | 2.37% | – |
Download |
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% |