Sequoia Financial Advisors, LLC - 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
Sequoia Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$32,098,999
+1.4%
221,342
+1.7%
0.56%
+3.7%
Q2 2023$31,658,824
+4.0%
217,676
-6.8%
0.54%
-19.8%
Q1 2023$30,444,682
+3.1%
233,633
+6.1%
0.68%
-6.7%
Q4 2022$29,535,967
+74.4%
220,253
+35.9%
0.73%
+36.0%
Q3 2022$16,939,000
-1.1%
162,070
+6.5%
0.53%
+10.1%
Q2 2022$17,136,000
-7.0%
152,156
+12.5%
0.48%
+5.2%
Q1 2022$18,434,000
+23.9%
135,222
+43.9%
0.46%
+13.8%
Q4 2021$14,880,000
+269.6%
93,970
+282.1%
0.40%
-1.0%
Q3 2021$4,026,000
-72.6%
24,594
-74.0%
0.41%
-23.8%
Q2 2021$14,717,000
+16.2%
94,620
+13.7%
0.54%
+1.3%
Q1 2021$12,664,000
+29.5%
83,192
+8.1%
0.53%
+18.6%
Q4 2020$9,776,000
+36.1%
76,935
+3.1%
0.45%
+17.9%
Q3 2020$7,185,000
+108.4%
74,634
+103.7%
0.38%
+85.8%
Q2 2020$3,447,000
+13.2%
36,644
+8.4%
0.20%
-9.3%
Q1 2020$3,044,000
-32.6%
33,814
+4.4%
0.22%
-21.6%
Q4 2019$4,516,000
+20.7%
32,393
+1.9%
0.29%
+5.9%
Q3 2019$3,741,000
+0.3%
31,787
-4.7%
0.27%
-2.5%
Q2 2019$3,731,000
+18.5%
33,368
+7.3%
0.28%
+7.3%
Q1 2019$3,148,000
+106.3%
31,100
+98.9%
0.26%
+46.3%
Q4 2018$1,526,000
-13.9%
15,633
-0.5%
0.18%
+0.6%
Q3 2018$1,773,000
+4.2%
15,711
-3.7%
0.18%
-2.8%
Q2 2018$1,701,000
-5.8%
16,320
-0.6%
0.18%
-4.7%
Q1 2018$1,806,000
+10.4%
16,425
+7.4%
0.19%
+10.5%
Q4 2017$1,636,000
+33.1%
15,296
+18.9%
0.17%
+17.8%
Q3 2017$1,229,000
+14.0%
12,865
+9.1%
0.15%
+9.0%
Q2 2017$1,078,000
+3.4%
11,795
-0.7%
0.13%
+0.8%
Q1 2017$1,043,000
-78.4%
11,873
-78.7%
0.13%
-80.7%
Q4 2016$4,819,000
+35.2%
55,842
+4.3%
0.69%
+3.8%
Q3 2016$3,565,000
+16.0%
53,531
+8.3%
0.66%
-22.9%
Q2 2016$3,073,000
+19.9%
49,450
+14.3%
0.86%
+4.0%
Q1 2016$2,562,000
+9.3%
43,271
+21.9%
0.83%
-12.4%
Q4 2015$2,343,000
+270.7%
35,486
+242.4%
0.94%
+243.6%
Q3 2015$632,000
-15.7%
10,363
-6.4%
0.28%
-13.2%
Q2 2015$750,000
+19.4%
11,069
+6.8%
0.32%
+10.1%
Q1 2015$628,000
+11.0%
10,360
+14.5%
0.29%
-25.6%
Q4 2014$566,000
-15.9%
9,047
-19.1%
0.39%
-17.1%
Q3 2014$673,000
+6.5%
11,179
+1.9%
0.47%
-2.7%
Q2 2014$632,000
-4.4%
10,966
+0.7%
0.48%
-12.7%
Q1 2014$661,000
+7.8%
10,888
+4.0%
0.55%
+8.5%
Q4 2013$613,00010,4740.51%
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