Capital Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Capital Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$35,438,875
+18.6%
208,341
+1.1%
0.89%
+7.5%
Q3 2023$29,881,139
+14.6%
206,048
+3.0%
0.83%
+7.7%
Q1 2023$26,064,712
+97670.8%
200,021
+0.6%
0.77%
-4.8%
Q4 2022$26,659
-99.9%
198,800
+2.6%
0.81%
+16.5%
Q3 2022$20,239,000
-1.0%
193,676
+6.7%
0.69%
+2.2%
Q2 2022$20,442,000
-12.0%
181,527
+6.6%
0.68%
-4.4%
Q1 2022$23,221,000
-7.0%
170,342
+8.1%
0.71%
-7.0%
Q4 2021$24,960,000
+1.7%
157,624
+5.1%
0.76%
-7.7%
Q3 2021$24,548,000
+10.7%
149,964
+5.2%
0.83%
+8.1%
Q2 2021$22,168,000
+7.1%
142,522
+4.9%
0.76%
-2.1%
Q1 2021$20,691,000
+24.9%
135,921
+4.3%
0.78%
+12.7%
Q4 2020$16,562,000
+35.8%
130,339
+2.9%
0.69%
+18.9%
Q3 2020$12,199,000
+22.7%
126,716
+19.9%
0.58%
+13.0%
Q2 2020$9,944,000
+17.1%
105,715
+12.0%
0.52%
-5.0%
Q1 2020$8,494,000
-34.7%
94,349
+1.1%
0.54%
-13.7%
Q4 2019$13,011,000
+19.1%
93,336
+0.6%
0.63%
+9.6%
Q3 2019$10,923,000
+17.8%
92,811
+11.9%
0.57%
+12.8%
Q2 2019$9,271,000
+28.9%
82,929
+16.7%
0.51%
+21.2%
Q1 2019$7,193,000
+3.9%
71,058
+0.2%
0.42%
-9.1%
Q4 2018$6,920,000
-11.4%
70,886
+2.4%
0.46%0.0%
Q3 2018$7,811,000
+8.2%
69,223
-0.1%
0.46%
+2.4%
Q2 2018$7,222,000
-1.5%
69,311
+3.9%
0.45%
-5.9%
Q1 2018$7,334,000
+2.9%
66,694
+0.1%
0.48%
+2.8%
Q4 2017$7,125,000
+12.1%
66,628
+0.1%
0.46%
+6.4%
Q3 2017$6,358,000
-3.3%
66,569
-7.4%
0.44%
-7.2%
Q2 2017$6,574,000
+5.4%
71,927
+1.3%
0.47%
-0.4%
Q1 2017$6,236,000
+1.0%
70,990
-0.8%
0.47%
-9.2%
Q4 2016$6,174,000
+31.1%
71,545
+1.1%
0.52%
+25.5%
Q3 2016$4,710,000
+11.2%
70,734
+3.7%
0.42%
+4.5%
Q2 2016$4,237,000
+8.2%
68,183
+3.1%
0.40%
+2.8%
Q1 2016$3,917,000
-1.7%
66,143
+9.6%
0.39%
-5.9%
Q4 2015$3,985,000
+17.4%
60,356
+8.4%
0.41%
+7.6%
Q3 2015$3,395,000
-10.1%
55,685
-0.1%
0.38%
-6.4%
Q2 2015$3,778,000
+14.6%
55,756
+2.5%
0.41%
+16.6%
Q1 2015$3,296,000
-2.7%
54,405
+0.5%
0.35%
-6.7%
Q4 2014$3,386,000
+4.7%
54,114
+0.8%
0.37%
+1.1%
Q3 2014$3,233,000
+3.4%
53,672
-1.1%
0.37%
+3.4%
Q2 2014$3,126,000
-99.9%
54,250
+2.7%
0.36%
-11.2%
Q1 2014$3,206,047,000
+104433.6%
52,809
+0.7%
0.40%
-1.0%
Q4 2013$3,067,00052,4470.41%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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