HOERTKORN RICHARD CHARLES - 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
HOERTKORN RICHARD CHARLES ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,137,130
-0.7%
63,006
-0.5%
4.57%
+3.1%
Q2 2023$9,206,061
+11.4%
63,298
-0.2%
4.43%
+3.9%
Q1 2023$8,264,651
-3.4%
63,423
-0.6%
4.27%
-6.0%
Q4 2022$8,558,664
+26.3%
63,823
-1.5%
4.54%
+17.1%
Q3 2022$6,774,000
-7.1%
64,823
+0.1%
3.88%
-3.4%
Q2 2022$7,291,000
-19.4%
64,748
-2.5%
4.01%
+0.9%
Q1 2022$9,049,000
-20.3%
66,381
-7.5%
3.98%
-13.5%
Q4 2021$11,359,000
-3.8%
71,731
-0.5%
4.60%
-13.3%
Q3 2021$11,805,000
+4.9%
72,116
-0.3%
5.31%
+5.4%
Q2 2021$11,252,000
+1.5%
72,341
-0.6%
5.04%
-8.0%
Q1 2021$11,084,000
+18.7%
72,810
-0.9%
5.47%
+6.5%
Q4 2020$9,340,000
+31.2%
73,505
-0.6%
5.14%
+8.9%
Q3 2020$7,119,000
+1.4%
73,950
-1.0%
4.72%
-1.4%
Q2 2020$7,024,000
+3.4%
74,675
-1.0%
4.78%
-14.0%
Q1 2020$6,791,000
-39.7%
75,425
-6.6%
5.56%
-19.7%
Q4 2019$11,253,000
+16.8%
80,725
-1.4%
6.93%
+11.2%
Q3 2019$9,633,000
+5.2%
81,850
-0.1%
6.23%
+2.3%
Q2 2019$9,156,000
+6.9%
81,900
-3.2%
6.09%
+7.2%
Q1 2019$8,562,000
-1.1%
84,575
-4.6%
5.68%
-6.8%
Q4 2018$8,656,000
-15.4%
88,675
-2.2%
6.10%
+0.4%
Q3 2018$10,235,000
+7.6%
90,700
-0.7%
6.07%
+4.1%
Q2 2018$9,513,000
-5.7%
91,300
-0.4%
5.83%
-6.2%
Q1 2018$10,084,000
+3.1%
91,700
+0.2%
6.22%
+7.2%
Q4 2017$9,785,000
+4.2%
91,500
-7.0%
5.80%
-2.6%
Q3 2017$9,393,000
+3.5%
98,350
-0.9%
5.96%
-0.8%
Q2 2017$9,074,000
+4.4%
99,275
+0.3%
6.01%
+3.7%
Q1 2017$8,692,000
+2.1%
98,950
+0.3%
5.80%
-1.6%
Q4 2016$8,515,000
+28.8%
98,675
-0.6%
5.89%
+14.5%
Q3 2016$6,611,000
+3.1%
99,275
-3.8%
5.15%
+0.7%
Q2 2016$6,413,000
+4.5%
103,200
-0.4%
5.11%
+4.1%
Q1 2016$6,135,000
-13.7%
103,600
-3.7%
4.91%
-7.8%
Q4 2015$7,105,000
+3.5%
107,600
-4.4%
5.33%
-1.4%
Q3 2015$6,862,000
-9.6%
112,550
+0.5%
5.41%
-4.5%
Q2 2015$7,587,000
+11.3%
111,975
-0.4%
5.66%
+11.7%
Q1 2015$6,814,000
-4.5%
112,475
-1.3%
5.07%
+0.3%
Q4 2014$7,133,000
+7.9%
113,975
+3.8%
5.06%
+3.5%
Q3 2014$6,613,000
+5.5%
109,775
+0.9%
4.89%
+4.5%
Q2 2014$6,268,000
+5.1%
108,775
+10.7%
4.67%
-0.2%
Q1 2014$5,965,000
+3.8%
98,259
-0.1%
4.68%
+5.5%
Q4 2013$5,749,00098,3094.44%
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