JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,366,001 | -0.3% | 16,315 | 0.0% | 2.10% | -2.5% |
| Q2 2023 | $2,372,854 | -0.4% | 16,315 | -10.8% | 2.15% | -1.8% |
| Q1 2023 | $2,382,328 | +96979.4% | 18,282 | -0.1% | 2.19% | -5.7% |
| Q4 2022 | $2,454 | -99.9% | 18,300 | -5.1% | 2.32% | +19.0% |
| Q3 2022 | $2,016,000 | -0.0% | 19,290 | +7.7% | 1.95% | +11.0% |
| Q2 2022 | $2,017,000 | -9.9% | 17,914 | +9.1% | 1.76% | +5.9% |
| Q1 2022 | $2,238,000 | -3.1% | 16,418 | +12.6% | 1.66% | +22.5% |
| Q4 2021 | $2,309,000 | -8.4% | 14,584 | -5.4% | 1.36% | -49.2% |
| Q3 2021 | $2,522,000 | +5.2% | 15,410 | 0.0% | 2.67% | +5.3% |
| Q2 2021 | $2,397,000 | +1.3% | 15,410 | -0.9% | 2.53% | -4.0% |
| Q1 2021 | $2,366,000 | +17.5% | 15,545 | -1.9% | 2.64% | +18.5% |
| Q4 2020 | $2,014,000 | +30.5% | 15,846 | -1.2% | 2.23% | +25.5% |
| Q3 2020 | $1,543,000 | +2.3% | 16,033 | 0.0% | 1.77% | +21.3% |
| Q2 2020 | $1,508,000 | -58.9% | 16,033 | -49.9% | 1.46% | +0.9% |
| Q1 2020 | $3,665,000 | +64.9% | 31,972 | +100.6% | 1.45% | -3.0% |
| Q4 2019 | $2,222,000 | +14.5% | 15,939 | -3.3% | 1.50% | +10.7% |
| Q3 2019 | $1,940,000 | +5.1% | 16,488 | -0.1% | 1.35% | +4.2% |
| Q2 2019 | $1,846,000 | +9.8% | 16,512 | -0.6% | 1.30% | +2.0% |
| Q1 2019 | $1,681,000 | +3.7% | 16,607 | 0.0% | 1.27% | +0.2% |
| Q4 2018 | $1,621,000 | – | 16,607 | – | 1.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
| Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
| McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
| Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
| PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
| Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
| TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
| Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
| CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |