JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,708,693 | +4.9% | 80,738 | +5.2% | 2.66% | +4.2% |
Q2 2023 | $11,164,226 | +12.7% | 76,762 | +1.0% | 2.55% | +1.3% |
Q1 2023 | $9,902,838 | +13.5% | 75,994 | +16.8% | 2.51% | -11.4% |
Q4 2022 | $8,724,061 | +28.5% | 65,056 | +0.1% | 2.84% | +24.0% |
Q3 2022 | $6,790,000 | +1.9% | 64,978 | +9.8% | 2.29% | +5.6% |
Q2 2022 | $6,666,000 | -10.5% | 59,194 | +8.4% | 2.17% | -0.8% |
Q1 2022 | $7,446,000 | -14.4% | 54,625 | -0.6% | 2.18% | -12.9% |
Q4 2021 | $8,701,000 | -3.4% | 54,945 | -0.1% | 2.51% | -14.8% |
Q3 2021 | $9,006,000 | +8.2% | 55,020 | +2.8% | 2.95% | +6.2% |
Q2 2021 | $8,322,000 | +18.9% | 53,504 | +16.4% | 2.78% | -0.1% |
Q1 2021 | $6,997,000 | +25.9% | 45,967 | +5.1% | 2.78% | +2.4% |
Q4 2020 | $5,559,000 | +39.1% | 43,750 | +5.4% | 2.71% | +14.6% |
Q3 2020 | $3,997,000 | +6.7% | 41,522 | +4.2% | 2.37% | +2.8% |
Q2 2020 | $3,746,000 | +5.5% | 39,831 | +1.0% | 2.30% | -12.0% |
Q1 2020 | $3,552,000 | -31.7% | 39,452 | +5.8% | 2.62% | -6.1% |
Q4 2019 | $5,197,000 | +22.1% | 37,280 | +3.1% | 2.79% | +17.0% |
Q3 2019 | $4,255,000 | +2.6% | 36,158 | -2.6% | 2.38% | -0.7% |
Q2 2019 | $4,149,000 | +22.5% | 37,108 | +10.9% | 2.40% | +8.3% |
Q1 2019 | $3,388,000 | +11.5% | 33,472 | +7.6% | 2.22% | +3.0% |
Q4 2018 | $3,038,000 | – | 31,122 | – | 2.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |