SCHNIEDERS CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
SCHNIEDERS CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,262,255
-2.5%
84,556
-2.2%
2.75%
+4.6%
Q2 2023$12,570,736
+10.4%
86,433
-1.1%
2.63%
+2.8%
Q1 2023$11,383,571
-2.0%
87,358
+0.9%
2.55%
-4.1%
Q4 2022$11,611,802
+34.9%
86,591
+5.1%
2.66%
+16.9%
Q3 2022$8,607,000
+19.0%
82,360
+28.2%
2.28%
+5.6%
Q2 2022$7,232,000
-21.2%
64,224
-4.6%
2.16%
-1.4%
Q1 2022$9,182,000
-12.9%
67,356
+1.2%
2.19%
-11.3%
Q4 2021$10,536,000
-1.4%
66,536
+1.9%
2.47%
-14.3%
Q3 2021$10,687,000
+5.6%
65,291
+0.3%
2.88%
+4.3%
Q2 2021$10,125,000
+12.7%
65,095
+10.3%
2.76%
+2.3%
Q1 2021$8,987,000
+22.6%
59,037
+2.4%
2.70%
+11.8%
Q4 2020$7,329,000
+39.7%
57,677
+5.8%
2.41%
+22.5%
Q3 2020$5,246,000
+4.7%
54,493
+2.3%
1.97%
-1.5%
Q2 2020$5,012,000
+4.7%
53,288
+0.3%
2.00%
-13.3%
Q1 2020$4,785,000
-39.6%
53,154
-6.5%
2.30%
-20.0%
Q4 2019$7,922,000
+20.0%
56,830
+1.4%
2.88%
+8.3%
Q3 2019$6,599,000
+3.6%
56,068
-1.6%
2.66%
+6.4%
Q2 2019$6,371,000
+17.2%
56,983
+6.1%
2.50%
+7.4%
Q1 2019$5,436,000
+1.7%
53,704
-1.9%
2.33%
-11.4%
Q4 2018$5,346,000
-58.8%
54,769
-52.4%
2.62%
-1.5%
Q3 2018$12,980,000
+108.6%
115,028
+92.6%
2.66%
+1.3%
Q2 2018$6,223,000
-5.0%
59,724
+0.3%
2.63%
-6.9%
Q1 2018$6,551,000
+7.4%
59,571
+4.4%
2.82%
+11.9%
Q4 2017$6,102,000
+14.8%
57,058
+2.5%
2.52%
+8.7%
Q3 2017$5,315,000
+5.8%
55,653
+1.2%
2.32%
-0.6%
Q2 2017$5,026,000
+6.9%
54,990
+2.7%
2.34%
+3.6%
Q1 2017$4,702,000
+8.4%
53,534
+6.5%
2.25%
+1.0%
Q4 2016$4,337,000
+46.0%
50,265
+12.7%
2.23%
+33.8%
Q3 2016$2,971,000
+11.3%
44,609
+3.8%
1.67%
+12.0%
Q2 2016$2,670,000
+4.4%
42,969
-0.5%
1.49%
-1.3%
Q1 2016$2,558,000
-14.9%
43,194
-5.1%
1.51%
-18.3%
Q4 2015$3,005,000
+5.8%
45,507
-2.3%
1.85%
-6.0%
Q3 2015$2,840,000
-21.0%
46,579
-12.2%
1.96%
-7.1%
Q2 2015$3,594,000
+61.7%
53,040
+44.6%
2.11%
+56.9%
Q1 2015$2,222,000
+22.6%
36,680
+26.7%
1.35%
+12.6%
Q4 2014$1,812,000
+83.2%
28,960
+76.5%
1.20%
+63.4%
Q3 2014$989,000
+46.1%
16,410
+39.7%
0.73%
+53.1%
Q2 2014$677,000
-3.8%
11,750
+1.3%
0.48%
-26.9%
Q1 2014$704,000
+11.4%
11,600
+7.4%
0.65%
+5.7%
Q4 2013$632,00010,8000.62%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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