Arbor Investment 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
Arbor Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$370,707
-1.3%
2,556
-1.0%
0.06%
-1.5%
Q2 2023$375,415
+11.6%
2,5810.0%0.07%
+6.5%
Q1 2023$336,357
-2.8%
2,5810.0%0.06%
-12.7%
Q4 2022$346,135
+28.2%
2,5810.0%0.07%
+9.2%
Q3 2022$270,000
-47.7%
2,581
-43.7%
0.06%
-40.9%
Q2 2022$516,000
-24.8%
4,581
-8.9%
0.11%
-16.0%
Q1 2022$686,000
-8.2%
5,031
+6.7%
0.13%
-6.4%
Q4 2021$747,000
-3.2%
4,7170.0%0.14%
-10.3%
Q3 2021$772,000
+5.2%
4,7170.0%0.16%
+0.6%
Q2 2021$734,000
+2.8%
4,717
+0.5%
0.16%
-3.1%
Q1 2021$714,000
+19.8%
4,6920.0%0.16%
+16.8%
Q4 2020$596,000
+34.2%
4,692
+1.8%
0.14%
+18.1%
Q3 2020$444,000
+2.5%
4,611
+0.1%
0.12%
-2.5%
Q2 2020$433,000
+19.9%
4,607
+15.0%
0.12%0.0%
Q1 2020$361,000
-39.0%
4,007
-5.7%
0.12%
-28.7%
Q4 2019$592,000
+17.7%
4,248
-0.7%
0.17%
+9.2%
Q3 2019$503,000
+10.3%
4,278
+4.9%
0.15%
+7.0%
Q2 2019$456,000
+18.4%
4,077
+7.1%
0.14%
+16.3%
Q1 2019$385,000
+88.7%
3,807
+110.7%
0.12%
+61.8%
Q3 2018$204,000
-44.4%
1,807
-69.2%
0.08%
-63.3%
Q4 2014$367,000
-5.2%
5,870
-8.5%
0.21%
-4.6%
Q3 2014$387,000
-1.0%
6,418
-5.5%
0.22%
+4.3%
Q2 2014$391,000
-5.1%
6,7880.0%0.21%
-11.9%
Q1 2014$412,0006,7880.24%
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