Sargent Bickham Lagudis LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Sargent Bickham Lagudis LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$6,655,389
+28.0%
49,630
-0.2%
0.55%
+17.4%
Q3 2022$5,198,000
-9.0%
49,746
-1.9%
0.46%
-5.9%
Q2 2022$5,711,000
-16.6%
50,717
+0.9%
0.49%
-7.3%
Q1 2022$6,849,000
-11.7%
50,244
+2.5%
0.53%
-9.0%
Q4 2021$7,760,000
-7.1%
49,008
-3.9%
0.59%
-13.8%
Q3 2021$8,351,000
+7.5%
51,020
+2.2%
0.68%
+7.4%
Q2 2021$7,765,000
+2.3%
49,924
+0.1%
0.63%
-5.2%
Q1 2021$7,591,000
-46.2%
49,867
-50.8%
0.67%
+5.0%
Q4 2020$14,121,000
+176.7%
101,254
+91.0%
0.64%
+24.0%
Q3 2020$5,103,000
+4.2%
53,009
+1.8%
0.51%
-2.3%
Q2 2020$4,897,000
+11.9%
52,058
+7.1%
0.52%
-6.7%
Q1 2020$4,377,000
-29.8%
48,619
+8.7%
0.56%
-18.5%
Q4 2019$6,233,000
+19.0%
44,713
+0.5%
0.69%
+9.5%
Q3 2019$5,237,000
+2.0%
44,505
-3.0%
0.63%
+3.4%
Q2 2019$5,132,000
+8.0%
45,900
-2.2%
0.61%
+10.9%
Q1 2019$4,751,000
+3.5%
46,928
-0.2%
0.55%
-7.4%
Q4 2018$4,589,000
-9.9%
47,007
+4.1%
0.59%
-1.7%
Q3 2018$5,095,000
+8.5%
45,156
+0.2%
0.60%
+4.0%
Q2 2018$4,694,000
-7.0%
45,049
-1.8%
0.58%
-7.5%
Q1 2018$5,047,000
+2.3%
45,897
-0.5%
0.63%
+6.6%
Q4 2017$4,935,000
+12.1%
46,148
+0.1%
0.59%
+7.7%
Q3 2017$4,404,000
+8.7%
46,106
+4.0%
0.55%
+6.0%
Q2 2017$4,052,000
-1.3%
44,337
-5.1%
0.52%
-2.8%
Q1 2017$4,105,000
-12.9%
46,730
-14.4%
0.53%
-27.0%
Q4 2016$4,711,000
+11.1%
54,595
+5701.8%
0.73%
+13.9%
Q3 2016$4,241,000
+26.3%
941
-98.3%
0.64%
+22.5%
Q2 2016$3,359,000
+4.7%
54,056
-0.2%
0.52%
+1.0%
Q1 2016$3,207,00054,1480.52%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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