BEACON FINANCIAL GROUP - 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
BEACON FINANCIAL GROUP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,297
+1.3%
43,035
-0.7%
0.89%
+6.0%
Q2 2023$6,215
+10.3%
43,334
-1.7%
0.84%
+7.1%
Q1 2023$5,636
-9.5%
44,072
-4.5%
0.79%
-7.4%
Q4 2022$6,228
-99.9%
46,135
-2.7%
0.85%
+8.6%
Q3 2022$5,034,000
-8.5%
47,415
+0.5%
0.78%
-4.3%
Q2 2022$5,499,000
-15.5%
47,162
+0.9%
0.82%
-5.7%
Q1 2022$6,509,000
-14.8%
46,757
-1.0%
0.87%
-12.7%
Q4 2021$7,641,000
-2.3%
47,252
+0.3%
0.99%
-5.3%
Q3 2021$7,821,000
+12.0%
47,131
+1.1%
1.05%
+6.1%
Q2 2021$6,981,000
+5.7%
46,631
+0.1%
0.99%
-4.4%
Q1 2021$6,606,0000.0%46,6030.0%1.03%0.0%
Q4 2020$6,606,000
+51.4%
46,603
+2.9%
1.03%
+32.6%
Q3 2020$4,362,000
+4.2%
45,306
+0.6%
0.78%
-3.3%
Q2 2020$4,187,000
-59.2%
45,024
-48.9%
0.81%
-1.5%
Q1 2020$10,258,000
+67.3%
88,122
+100.4%
0.82%
+6.6%
Q4 2019$6,131,000
+16.6%
43,981
-1.5%
0.77%
-14.3%
Q3 2019$5,258,000
+4.3%
44,662
-1.0%
0.90%
+4.2%
Q2 2019$5,042,000
+10.2%
45,095
-0.2%
0.86%
+14.8%
Q1 2019$4,575,000
+26.1%
45,193
+20.6%
0.75%
+10.1%
Q4 2018$3,628,000
+389.6%
37,467
+470.7%
0.68%
+444.0%
Q3 2018$741,000
+8.3%
6,5650.0%0.12%
+7.8%
Q2 2018$684,000
-5.3%
6,565
+0.0%
0.12%
-5.7%
Q1 2018$722,000
+13.2%
6,564
+10.1%
0.12%
+10.8%
Q4 2017$638,000
+9.8%
5,963
-2.0%
0.11%
+5.7%
Q3 2017$581,000
+23.6%
6,082
+17.8%
0.10%
+18.0%
Q2 2017$470,000
+1.5%
5,161
-0.9%
0.09%
+1.1%
Q1 2017$463,0000.0%5,210
-3.1%
0.09%
-6.4%
Q4 2016$463,000
+50.8%
5,376
+14.9%
0.09%
+44.6%
Q3 2016$307,000
+40.2%
4,678
+30.8%
0.06%
+35.4%
Q2 2016$219,000
-7.2%
3,577
-9.5%
0.05%
-5.9%
Q1 2016$236,000
+11.8%
3,952
+24.3%
0.05%
+4.1%
Q4 2015$211,000
-71.1%
3,179
-73.8%
0.05%
-67.3%
Q1 2014$729,000
+3.7%
12,141
+0.1%
0.15%
+11.1%
Q4 2013$703,000
+18.4%
12,134
+6.8%
0.14%
+5.5%
Q3 2013$594,00011,3640.13%
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