Northeast Financial Consultants Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
Northeast Financial Consultants Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$25,940,464
+0.3%
178,875
+0.6%
1.62%
+2.3%
Q2 2023$25,862,449
+12.6%
177,822
+0.9%
1.59%
+8.0%
Q1 2023$22,972,810
+25.0%
176,294
+28.6%
1.47%
+18.4%
Q4 2022$18,383,245
+2.6%
137,086
-20.0%
1.24%
-5.3%
Q3 2022$17,915,000
-8.0%
171,437
-0.8%
1.31%
-3.4%
Q2 2022$19,467,000
-18.2%
172,878
-1.0%
1.36%
-1.5%
Q1 2022$23,807,000
-9.2%
174,645
+5.5%
1.38%
-12.8%
Q4 2021$26,209,000
-2.5%
165,518
+0.9%
1.58%
-11.8%
Q3 2021$26,870,000
+6.2%
164,099
+0.9%
1.79%
+5.3%
Q2 2021$25,305,000
+3.7%
162,693
+1.5%
1.70%
-8.6%
Q1 2021$24,394,000
+65.9%
160,240
+38.5%
1.86%
+52.9%
Q4 2020$14,706,000
-24.5%
115,734
-42.8%
1.22%
-30.8%
Q3 2020$19,491,000
+7.7%
202,474
+5.2%
1.76%
+1.3%
Q2 2020$18,104,000
+8.6%
192,473
+3.9%
1.74%
-8.0%
Q1 2020$16,675,000
-44.1%
185,233
-13.4%
1.89%
-29.1%
Q4 2019$29,834,000
+23.4%
214,014
+4.2%
2.67%
+8.2%
Q3 2019$24,175,000
+12.1%
205,416
+6.5%
2.46%
+11.3%
Q2 2019$21,573,000
+12.8%
192,962
+2.1%
2.21%
+4.2%
Q1 2019$19,126,000
+22.2%
188,934
+17.8%
2.12%
-2.6%
Q4 2018$15,656,000
+537.5%
160,382
+637.0%
2.18%
+223.4%
Q3 2018$2,456,000
+57.2%
21,760
+45.1%
0.67%
+40.1%
Q2 2018$1,562,000
-5.3%
14,9960.0%0.48%
-13.2%
Q1 2018$1,649,000
-3.6%
14,996
-6.3%
0.55%
-2.5%
Q4 2017$1,710,000
+17.9%
15,996
+5.4%
0.57%
+7.0%
Q3 2017$1,450,000
+1.2%
15,180
-3.2%
0.53%
-6.0%
Q2 2017$1,433,000
+8.1%
15,680
+3.8%
0.56%
+2.0%
Q1 2017$1,326,000
+1.8%
15,1000.0%0.55%
-4.8%
Q4 2016$1,303,000
+28.8%
15,100
-0.7%
0.58%
+36.3%
Q3 2016$1,012,000
+2.2%
15,200
-4.6%
0.43%
-3.0%
Q2 2016$990,000
+5.0%
15,9280.0%0.44%
-11.1%
Q1 2016$943,000
+19.5%
15,928
+33.3%
0.50%
+21.0%
Q4 2015$789,000
+4.1%
11,950
-3.9%
0.41%
+6.2%
Q3 2015$758,000
-10.0%
12,437
+0.1%
0.38%
+2.1%
Q2 2015$842,000
-3.6%
12,425
-13.8%
0.38%
-5.0%
Q1 2015$873,000
+217.5%
14,413
+227.6%
0.40%
+173.8%
Q4 2014$275,000
+4.2%
4,399
+0.3%
0.14%0.0%
Q3 2014$264,000
+4.8%
4,386
+0.3%
0.14%
+1.4%
Q2 2014$252,000
-5.6%
4,374
-0.5%
0.14%
-8.9%
Q1 2014$267,000
+2.3%
4,394
-1.5%
0.16%
-10.3%
Q4 2013$261,0004,4600.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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