MARK SHEPTOFF FINANCIAL PLANNING, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$252,335
-0.3%
1,7400.0%0.16%
+12.5%
Q2 2023$253,066
+11.6%
1,7400.0%0.14%
+9.1%
Q1 2023$226,739
-2.8%
1,7400.0%0.13%
-3.6%
Q4 2022$233,334
+28.2%
1,7400.0%0.14%
+23.4%
Q3 2022$182,000
-44.5%
1,740
-40.2%
0.11%
-41.3%
Q2 2022$328,000
-2.1%
2,909
+18.4%
0.19%
+11.8%
Q1 2022$335,000
+8.1%
2,457
+25.6%
0.17%
+14.2%
Q4 2021$310,000
-2.5%
1,956
+0.7%
0.15%
-15.4%
Q3 2021$318,000
+42.0%
1,943
+34.7%
0.18%
+45.8%
Q2 2021$224,000
-26.1%
1,442
-27.6%
0.12%
-31.0%
Q1 2021$303,000
+65.6%
1,992
+38.2%
0.17%
+67.3%
Q4 2020$183,000
+31.7%
1,441
+0.1%
0.10%
+20.9%
Q3 2020$139,000
+75.9%
1,440
+71.4%
0.09%
+68.6%
Q2 2020$79,000
-7.1%
840
-10.6%
0.05%
-20.3%
Q1 2020$85,000
-75.5%
940
-62.2%
0.06%
-70.6%
Q4 2019$347,000
+298.9%
2,490
+236.5%
0.22%
+269.5%
Q3 2019$87,000
-73.9%
740
-75.1%
0.06%
-74.0%
Q2 2019$333,000
+38.8%
2,976
+25.4%
0.23%
+31.2%
Q1 2019$240,000
+5.3%
2,373
+1.8%
0.17%
-8.5%
Q4 2018$228,000
-13.3%
2,332
+0.1%
0.19%
+5.0%
Q3 2018$263,000
+37.7%
2,329
+27.3%
0.18%
+27.7%
Q2 2018$191,000
-5.0%
1,829
+0.1%
0.14%
+1.4%
Q1 2018$201,000
+23.3%
1,828
+19.6%
0.14%
+31.1%
Q4 2017$163,000
+11.6%
1,5280.0%0.11%
+8.2%
Q3 2017$146,000
+4.3%
1,5280.0%0.10%
+2.1%
Q2 2017$140,000
+4.5%
1,528
-0.1%
0.10%0.0%
Q1 2017$134,000
+1.5%
1,529
+0.1%
0.10%
-2.0%
Q4 2016$132,000
+29.4%
1,5280.0%0.10%
+28.9%
Q3 2016$102,000
+22.9%
1,528
+15.1%
0.08%
+22.6%
Q2 2016$83,000
+10.7%
1,328
+4.6%
0.06%
+1.6%
Q1 2016$75,000
-25.0%
1,270
-16.1%
0.06%
-24.7%
Q4 2015$100,000
-18.0%
1,514
-24.5%
0.08%
-24.3%
Q3 2015$122,000
+11.9%
2,005
+24.5%
0.11%
+21.6%
Q2 2015$109,000
+11.2%
1,611
+0.1%
0.09%
+7.3%
Q1 2015$98,000
+42.0%
1,610
+45.0%
0.08%
+34.4%
Q4 2014$69,000
+15.0%
1,110
+11.0%
0.06%
+15.1%
Q3 2014$60,000
+3.4%
1,0000.0%0.05%
+6.0%
Q2 2014$58,000
-4.9%
1,0000.0%0.05%
-7.4%
Q1 2014$61,0001,0000.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders