Balentine LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Balentine LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,299,147
-14.3%
15,854
-14.0%
0.08%
-13.5%
Q2 2023$2,681,623
-17.4%
18,438
-26.0%
0.09%
-18.3%
Q1 2023$3,247,586
-10.7%
24,922
-8.2%
0.11%
-14.2%
Q4 2022$3,638,669
+46.8%
27,134
+14.4%
0.13%
+35.1%
Q3 2022$2,479,000
-34.4%
23,725
-29.3%
0.09%
-31.9%
Q2 2022$3,778,000
-29.3%
33,545
-14.4%
0.14%
-23.8%
Q1 2022$5,342,000
+37.7%
39,191
+60.0%
0.18%
+32.1%
Q4 2021$3,879,000
+20.2%
24,496
+24.3%
0.14%
+7.9%
Q3 2021$3,226,000
+151.6%
19,705
+139.0%
0.13%
+149.0%
Q2 2021$1,282,000
+1.2%
8,244
-0.9%
0.05%
-5.6%
Q1 2021$1,267,000
+27.7%
8,320
+6.6%
0.05%
+20.0%
Q4 2020$992,000
+56.2%
7,803
+18.4%
0.04%
+40.6%
Q3 2020$635,000
+150.0%
6,593
+144.5%
0.03%
+128.6%
Q2 2020$254,000
+3.3%
2,696
-1.2%
0.01%
-17.6%
Q1 2020$246,000
-40.0%
2,730
-7.1%
0.02%
-26.1%
Q4 2019$410,000
+73.7%
2,938
+46.5%
0.02%
+64.3%
Q3 2019$236,000
+81.5%
2,006
+72.9%
0.01%
+75.0%
Q2 2019$130,000
-7.8%
1,160
-16.7%
0.01%
-20.0%
Q1 2019$141,000
-2.1%
1,393
-5.7%
0.01%
-16.7%
Q4 2018$144,000
+157.1%
1,477
+200.2%
0.01%
+200.0%
Q3 2018$56,000
-80.8%
492
-82.0%
0.00%
-82.6%
Q4 2017$292,000
+18.7%
2,729
+5.9%
0.02%
+9.5%
Q3 2017$246,000
+5.1%
2,578
+0.8%
0.02%0.0%
Q2 2017$234,000
+3.1%
2,558
-0.9%
0.02%
-4.5%
Q1 2017$227,000
+38.4%
2,581
+35.8%
0.02%
+29.4%
Q4 2016$164,000
+29.1%
1,900
-0.5%
0.02%0.0%
Q3 2016$127,000
+22.1%
1,910
+14.4%
0.02%
-19.0%
Q2 2016$104,000
-40.6%
1,669
-43.7%
0.02%
-52.3%
Q1 2016$175,000
-10.7%
2,9630.0%0.04%
+10.0%
Q4 2015$196,000
-37.8%
2,963
-42.7%
0.04%
-31.0%
Q3 2015$315,000
+11.3%
5,174
+23.9%
0.06%
+26.1%
Q2 2015$283,000
+7.2%
4,177
-4.2%
0.05%
-8.0%
Q1 2015$264,0004,3580.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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