Burt Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Burt Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$786,879
-0.3%
5,4260.0%0.24%
+1.7%
Q2 2023$789,157
+7.9%
5,426
-3.3%
0.24%
+4.8%
Q1 2023$731,560
-2.1%
5,614
+0.8%
0.23%
-9.2%
Q4 2022$747,071
+31.1%
5,571
+2.1%
0.25%
+9.2%
Q3 2022$570,000
-6.2%
5,457
+1.1%
0.23%
+8.5%
Q2 2022$608,000
-17.4%
5,3970.0%0.21%
-4.5%
Q1 2022$736,000
-13.9%
5,3970.0%0.22%
-20.8%
Q4 2021$855,000
-3.2%
5,3970.0%0.28%
-0.7%
Q3 2021$883,000
+5.4%
5,397
+0.2%
0.28%
-7.3%
Q2 2021$838,000
+2.2%
5,3870.0%0.30%
+0.3%
Q1 2021$820,000
+19.7%
5,387
-0.1%
0.30%
+28.0%
Q4 2020$685,000
+32.0%
5,3930.0%0.24%
+21.6%
Q3 2020$519,000
+2.0%
5,393
-0.4%
0.19%
-5.8%
Q2 2020$509,000
+36.5%
5,415
+30.6%
0.21%
+22.6%
Q1 2020$373,000
-34.0%
4,147
+2.3%
0.17%
-23.6%
Q4 2019$565,000
+15.8%
4,052
-2.2%
0.22%
+9.5%
Q3 2019$488,000
+5.4%
4,1450.0%0.20%
-1.0%
Q2 2019$463,000
+9.2%
4,145
-1.0%
0.20%
+6.3%
Q1 2019$424,000
+4.7%
4,185
+1.0%
0.19%
-0.5%
Q4 2018$405,000
-13.5%
4,1450.0%0.19%
-9.4%
Q3 2018$468,000
-5.5%
4,145
-12.8%
0.21%
-10.5%
Q2 2018$495,000
-6.8%
4,755
-1.6%
0.24%
-12.2%
Q1 2018$531,000
-1.5%
4,830
-4.1%
0.27%
-19.4%
Q4 2017$539,000
+20.6%
5,036
+7.6%
0.34%
+14.3%
Q3 2017$447,000
+12.9%
4,679
+7.9%
0.29%
+6.9%
Q2 2017$396,000
+3.9%
4,3360.0%0.27%
-0.4%
Q1 2017$381,000
-1.3%
4,336
-3.0%
0.28%
-20.3%
Q4 2016$386,000
+39.9%
4,470
+7.7%
0.34%
+16.9%
Q3 2016$276,000
+7.4%
4,149
+0.0%
0.30%
+3.5%
Q2 2016$257,000
+3.6%
4,148
-0.9%
0.28%
+26.1%
Q1 2016$248,000
+785.7%
4,185
-3.7%
0.23%
+927.3%
Q4 2015$28,000
-88.9%
4,346
+4.8%
0.02%
-93.0%
Q3 2015$252,000
-6.3%
4,146
+4.4%
0.31%
+6.8%
Q2 2015$269,000
+12.1%
3,970
+0.0%
0.29%
+20.1%
Q1 2015$240,000
-3.2%
3,969
+0.0%
0.24%
-7.6%
Q4 2014$248,0003,9680.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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