NAPLES GLOBAL ADVISORS, 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
NAPLES GLOBAL ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,881,266
+2.9%
68,137
+3.2%
1.20%
+6.3%
Q2 2023$9,600,520
+14.8%
66,010
+2.8%
1.13%
+8.0%
Q1 2023$8,365,117
-1.1%
64,194
+1.8%
1.04%
-3.0%
Q4 2022$8,459,983
+33.2%
63,087
+3.8%
1.08%
+23.0%
Q3 2022$6,353,000
-4.3%
60,792
+3.1%
0.87%
+1.5%
Q2 2022$6,637,000
-11.7%
58,938
+6.9%
0.86%
-0.8%
Q1 2022$7,514,000
-8.4%
55,119
+6.4%
0.87%
-8.7%
Q4 2021$8,202,000
-1.8%
51,797
+1.5%
0.95%
-13.3%
Q3 2021$8,351,000
+5.4%
51,015
+0.2%
1.10%
-0.5%
Q2 2021$7,922,000
+4.3%
50,935
+2.1%
1.10%
-4.5%
Q1 2021$7,596,000
+113.6%
49,897
+78.3%
1.15%
+92.0%
Q4 2020$3,556,000
+37.4%
27,985
+4.1%
0.60%
+19.2%
Q3 2020$2,588,000
+9.4%
26,887
+6.9%
0.50%
-1.2%
Q2 2020$2,366,000
+21.3%
25,158
+16.1%
0.51%
-0.2%
Q1 2020$1,951,000
-26.9%
21,665
+13.2%
0.51%
-8.8%
Q4 2019$2,668,000
+23.7%
19,137
+4.4%
0.56%
+11.1%
Q3 2019$2,157,000
+4.1%
18,330
-1.1%
0.50%0.0%
Q2 2019$2,072,000
+13.1%
18,529
+2.4%
0.50%
+7.7%
Q1 2019$1,832,000
+12.1%
18,094
+11.2%
0.47%
+0.6%
Q4 2018$1,634,000
-45.1%
16,278
-40.7%
0.46%
+14.3%
Q3 2018$2,978,000
+109.3%
27,440
+100.9%
0.41%
+1.5%
Q2 2018$1,423,000
+9.3%
13,657
+15.4%
0.40%
+3.9%
Q1 2018$1,302,000
+4.0%
11,838
+1.1%
0.39%
+4.3%
Q4 2017$1,252,000
+19.6%
11,708
+6.8%
0.37%
+5.7%
Q3 2017$1,047,000
+11.9%
10,958
+7.1%
0.35%
+5.4%
Q2 2017$936,000
+3.4%
10,236
-0.7%
0.33%
+2.2%
Q1 2017$905,000
+9.8%
10,304
+7.9%
0.32%
+1.2%
Q4 2016$824,000
+24.3%
9,552
-4.0%
0.32%
+23.9%
Q3 2016$663,000
+5.6%
9,952
-1.5%
0.26%
+0.8%
Q2 2016$628,000
-13.7%
10,106
-17.8%
0.26%
-15.7%
Q1 2016$728,000
+184.4%
12,292
+216.5%
0.30%
+146.0%
Q4 2015$256,000
+8.0%
3,8840.0%0.12%
+1.6%
Q3 2015$237,000
-9.9%
3,884
+0.2%
0.12%
-3.2%
Q2 2015$263,000
+6.5%
3,875
-4.9%
0.13%
+7.7%
Q1 2015$247,000
+6.5%
4,075
+9.9%
0.12%
-4.9%
Q4 2014$232,000
+5.9%
3,709
+2.0%
0.12%
-4.7%
Q3 2014$219,000
+9.0%
3,635
+9.7%
0.13%
+4.9%
Q1 2014$201,0003,3150.12%
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