Rosenbaum Jay D. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Rosenbaum Jay D. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,026,452
-38.8%
7,078
-38.6%
1.72%
-36.1%
Q2 2023$1,676,632
+5.3%
11,528
-5.6%
2.69%
-8.1%
Q1 2023$1,591,606
-0.1%
12,214
+2.8%
2.93%
-14.9%
Q4 2022$1,592,706
+36.4%
11,877
+6.2%
3.44%
+27.9%
Q3 2022$1,168,000
-20.7%
11,181
-14.5%
2.69%
-5.5%
Q2 2022$1,473,000
-10.5%
13,081
+8.4%
2.85%
+9.5%
Q1 2022$1,645,000
-13.5%
12,065
+0.5%
2.60%
-7.0%
Q4 2021$1,902,000
-12.1%
12,010
-9.2%
2.80%
-22.3%
Q3 2021$2,165,000
+1.0%
13,226
-4.0%
3.60%
+1.3%
Q2 2021$2,144,000
+0.8%
13,781
-1.4%
3.55%
-2.6%
Q1 2021$2,128,000
+19.8%
13,9780.0%3.65%
+18.2%
Q4 2020$1,776,000
+31.8%
13,978
-0.1%
3.09%
+24.3%
Q3 2020$1,347,000
+1.0%
13,988
-1.4%
2.48%
-5.0%
Q2 2020$1,334,000
+5.5%
14,188
+1.1%
2.62%
-10.4%
Q1 2020$1,264,000
-34.2%
14,038
+1.9%
2.92%
-14.2%
Q4 2019$1,921,000
+16.8%
13,782
-1.3%
3.40%
+8.6%
Q3 2019$1,644,000
+8.5%
13,965
+3.1%
3.13%
+9.0%
Q2 2019$1,515,000
+11.1%
13,545
+0.5%
2.87%
+11.3%
Q1 2019$1,364,000
+5.3%
13,480
+1.7%
2.58%
-5.9%
Q4 2018$1,295,000
-16.8%
13,260
-3.8%
2.74%
-2.7%
Q3 2018$1,556,000
+6.4%
13,785
-1.7%
2.82%
-2.4%
Q2 2018$1,462,000
-4.9%
14,030
+0.4%
2.89%
-7.0%
Q1 2018$1,538,000
-28.3%
13,980
-30.3%
3.11%
-21.3%
Q4 2017$2,144,000
+12.1%
20,050
+0.1%
3.95%
+7.8%
Q3 2017$1,912,000
+16.1%
20,020
+11.1%
3.66%
+12.2%
Q2 2017$1,647,000
+8.6%
18,020
+4.3%
3.26%
+1.5%
Q1 2017$1,517,000
+2.7%
17,270
+0.9%
3.21%
-6.2%
Q4 2016$1,477,000
-29.0%
17,120
-47.2%
3.42%
+1834.5%
Q3 2016$2,079,000
+85.6%
32,445
+80.0%
0.18%
+10.6%
Q2 2016$1,120,000
+18.5%
18,020
+12.9%
0.16%
-23.4%
Q1 2016$945,000
-0.8%
15,955
+10.6%
0.21%
-21.7%
Q4 2015$953,000
+8.4%
14,4250.0%0.27%
+6.4%
Q3 2015$879,000
-10.1%
14,4250.0%0.25%
+14.6%
Q2 2015$978,000
+11.9%
14,4250.0%0.22%
+17.1%
Q1 2015$874,000
-3.2%
14,4250.0%0.19%
-6.5%
Q4 2014$903,00014,4250.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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