Archford Capital Strategies, LLC - 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
Archford Capital Strategies, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,204,905
-4.0%
22,100
+4.6%
0.64%
+1.3%
Q2 2023$3,338,466
+29.0%
21,130
+4.2%
0.63%
+17.4%
Q1 2023$2,587,802
+11.1%
20,279
+16.8%
0.54%
+0.7%
Q4 2022$2,328,521
+32.8%
17,364
+3.4%
0.54%
+18.1%
Q3 2022$1,754,000
-4.2%
16,785
+3.3%
0.45%
-1.5%
Q2 2022$1,830,000
-7.4%
16,247
+9.6%
0.46%
+4.5%
Q1 2022$1,976,000
-7.1%
14,820
+10.3%
0.44%
-9.5%
Q4 2021$2,127,000
+0.8%
13,434
+4.2%
0.49%
-2.2%
Q3 2021$2,110,000
+8.9%
12,889
+3.5%
0.50%
+2.5%
Q2 2021$1,937,000
+16.8%
12,452
+14.2%
0.48%
+10.0%
Q1 2021$1,659,000
-46.8%
10,903
-52.4%
0.44%
-38.5%
Q4 2020$3,118,000
+44.2%
22,922
+2.1%
0.72%
+23.8%
Q3 2020$2,162,000
+3.2%
22,455
+0.8%
0.58%
-7.2%
Q2 2020$2,095,000
+10.6%
22,276
+5.9%
0.62%
-15.7%
Q1 2020$1,894,000
-41.8%
21,040
-9.9%
0.74%
-34.1%
Q4 2019$3,257,000
+7.0%
23,363
-9.7%
1.12%
-1.1%
Q3 2019$3,044,000
+6.0%
25,864
+0.7%
1.14%
+8.7%
Q2 2019$2,871,000
+18.3%
25,675
+7.1%
1.04%
+16.9%
Q1 2019$2,427,000
+1.9%
23,974
-1.7%
0.89%
-6.5%
Q4 2018$2,381,000
-10.5%
24,387
+3.5%
0.96%
-1.1%
Q3 2018$2,659,000
+49.5%
23,567
+38.1%
0.97%
+54.5%
Q2 2018$1,779,000
-6.8%
17,071
-4.4%
0.63%
-21.4%
Q1 2018$1,909,000
+0.3%
17,854
+0.3%
0.80%
+12.3%
Q4 2017$1,903,000
+16.1%
17,802
+3.7%
0.71%
+15.3%
Q3 2017$1,639,000
+8.3%
17,168
+3.7%
0.62%
+2.8%
Q2 2017$1,514,000
+0.6%
16,556
-3.6%
0.60%
+5.5%
Q1 2017$1,505,000
+10.4%
17,177
+8.6%
0.57%
-1.4%
Q4 2016$1,363,000
+32.3%
15,812
+2.1%
0.58%
+35.3%
Q3 2016$1,030,000
+15.5%
15,482
+7.8%
0.42%
-9.4%
Q2 2016$892,000
-99.9%
14,361
+4.5%
0.47%
+28.1%
Q1 2016$781,594,000
+97721.5%
13,749
+11.1%
0.37%
+0.8%
Q4 2015$799,000
+181.3%
12,374
+165.9%
0.36%
+71.2%
Q3 2015$284,000
-12.6%
4,653
-3.0%
0.21%
-8.6%
Q2 2015$325,000
-99.9%
4,799
-14.1%
0.23%
-0.4%
Q1 2015$338,589,000
+103444.0%
5,589
+7.0%
0.23%
-2.9%
Q4 2014$327,000
-4.1%
5,221
-7.9%
0.24%
-11.4%
Q3 2014$341,000
-99.9%
5,667
-4.6%
0.27%
+2.3%
Q2 2014$342,479,000
-12.8%
5,943
-8.1%
0.26%
-19.2%
Q1 2014$392,792,0006,4700.33%
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