Caprock Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Caprock Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,685,077
-0.1%
32,305
+0.2%
0.35%
+2.9%
Q2 2023$4,689,612
+1.7%
32,244
-8.8%
0.34%
-3.6%
Q1 2023$4,609,439
+9.0%
35,372
+12.2%
0.36%
-9.4%
Q4 2022$4,229,406
+24.1%
31,539
-3.3%
0.39%
+20.1%
Q3 2022$3,408,000
-4.4%
32,615
+3.1%
0.33%
-6.3%
Q2 2022$3,564,000
-12.8%
31,646
+5.6%
0.35%
-8.9%
Q1 2022$4,086,000
-9.2%
29,968
+5.5%
0.38%
+3.5%
Q4 2021$4,498,000
-11.6%
28,405
-8.7%
0.37%
-18.5%
Q3 2021$5,090,000
-3.2%
31,096
-8.0%
0.46%
-4.8%
Q2 2021$5,258,000
-5.7%
33,803
-7.7%
0.48%
-21.6%
Q1 2021$5,575,000
+15.8%
36,619
-3.4%
0.61%
+11.1%
Q4 2020$4,814,000
+48.9%
37,896
+12.9%
0.55%
+24.2%
Q3 2020$3,232,000
+5.6%
33,567
+3.2%
0.44%
-3.9%
Q2 2020$3,060,000
+29.0%
32,529
+23.4%
0.46%
+2.4%
Q1 2020$2,372,000
-36.7%
26,350
-2.0%
0.45%
-33.1%
Q4 2019$3,749,000
+20.5%
26,894
+1.8%
0.67%
+10.5%
Q3 2019$3,111,000
+4.1%
26,431
-1.1%
0.61%
+3.9%
Q2 2019$2,989,000
+10.3%
26,733
-0.1%
0.58%
+10.8%
Q1 2019$2,710,000
+6.6%
26,772
+2.8%
0.53%
-9.9%
Q4 2018$2,543,000
-11.1%
26,052
+2.8%
0.58%
+0.5%
Q3 2018$2,860,000
+5.5%
25,342
-2.6%
0.58%
+1.6%
Q2 2018$2,711,000
-5.5%
26,015
-0.3%
0.57%
-6.5%
Q1 2018$2,870,000
-2.1%
26,094
+0.8%
0.61%
+7.5%
Q4 2017$2,932,000
+18.7%
25,895
+0.1%
0.57%
+10.7%
Q3 2017$2,470,000
+7.2%
25,860
+2.5%
0.52%
+0.6%
Q2 2017$2,305,000
+39.9%
25,220
+34.4%
0.51%
+32.3%
Q1 2017$1,648,000
-9.6%
18,760
-11.2%
0.39%
-15.7%
Q4 2016$1,824,000
-9.7%
21,135
-30.3%
0.46%
+0.2%
Q3 2016$2,019,000
+58.5%
30,327
+48.0%
0.46%
+47.3%
Q2 2016$1,274,000
-2.1%
20,495
-6.7%
0.31%
+1.0%
Q1 2016$1,301,00021,9660.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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