Cranbrook Wealth Management, 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
Cranbrook Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$582,256
-0.3%
4,0150.0%0.17%
+5.5%
Q2 2023$583,942
+11.6%
4,0150.0%0.16%
+9.4%
Q1 2023$523,195
+37.6%
4,015
+41.6%
0.15%
+43.3%
Q4 2022$380,174
+26.7%
2,835
-1.4%
0.10%
+33.3%
Q3 2022$300,000
-7.4%
2,8750.0%0.08%
-3.7%
Q2 2022$324,000
-33.1%
2,875
-19.0%
0.08%
-22.9%
Q1 2022$484,000
-15.5%
3,550
-1.9%
0.10%
-13.9%
Q4 2021$573,000
-3.4%
3,6200.0%0.12%
-9.0%
Q3 2021$593,000
+7.4%
3,620
+2.0%
0.13%
+6.3%
Q2 2021$552,000
+1.1%
3,550
-1.0%
0.13%
-4.5%
Q1 2021$546,000
+45.6%
3,587
+21.7%
0.13%
+37.5%
Q4 2020$375,000
+37.4%
2,948
+3.8%
0.10%
+21.5%
Q3 2020$273,000
+2.2%
2,8390.0%0.08%
-1.2%
Q2 2020$267,000
+4.3%
2,8390.0%0.08%
-8.0%
Q1 2020$256,000
-35.4%
2,8390.0%0.09%
-20.2%
Q4 2019$396,000
+18.6%
2,8390.0%0.11%
+13.5%
Q3 2019$334,000
+7.1%
2,839
+1.6%
0.10%
+6.7%
Q2 2019$312,000
+10.2%
2,7940.0%0.09%
+2.3%
Q1 2019$283,000
+3.7%
2,7940.0%0.09%
-8.3%
Q4 2018$273,000
-13.3%
2,7940.0%0.10%
-13.5%
Q3 2018$315,000
+8.2%
2,7940.0%0.11%
-0.9%
Q2 2018$291,000
-16.1%
2,794
-11.4%
0.11%
-17.6%
Q1 2018$347,000
+3.0%
3,1550.0%0.14%
+2.3%
Q4 2017$337,000
+12.0%
3,1550.0%0.13%
+6.4%
Q3 2017$301,000
+4.5%
3,1550.0%0.12%0.0%
Q2 2017$288,000
+4.0%
3,1550.0%0.12%
-3.8%
Q1 2017$277,000
-14.5%
3,155
-16.0%
0.13%
-17.7%
Q4 2016$324,000
+54.3%
3,755
+19.0%
0.16%
+50.5%
Q3 2016$210,000
+7.1%
3,1550.0%0.10%
+5.0%
Q2 2016$196,000
+4.8%
3,1550.0%0.10%
+1.0%
Q1 2016$187,000
-10.1%
3,1550.0%0.10%
-16.1%
Q4 2015$208,000
+8.3%
3,1550.0%0.12%
+7.3%
Q3 2015$192,000
-10.3%
3,1550.0%0.11%
-10.6%
Q2 2015$214,000
-29.1%
3,155
-36.7%
0.12%
-30.5%
Q1 2015$302,000
-3.2%
4,9870.0%0.18%
-8.3%
Q4 2014$312,000
-64.1%
4,987
-66.5%
0.19%
-67.7%
Q4 2013$870,00014,8800.60%
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