FormulaFolio Investments, LLC - 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
FormulaFolio Investments, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$45,0000.0%2860.0%0.02%0.0%
Q1 2021$45,000
-99.6%
286
-99.6%
0.02%
-92.9%
Q4 2020$10,062,000
+210.2%
79,184
+135.0%
0.21%
+68.8%
Q3 2020$3,244,000
+20.1%
33,700
+17.4%
0.12%
+13.6%
Q2 2020$2,700,000
+72.9%
28,702
+65.4%
0.11%
+31.0%
Q1 2020$1,562,000
-36.7%
17,352
-1.9%
0.08%
-4.5%
Q4 2019$2,467,000
+13.6%
17,696
-4.1%
0.09%
+4.8%
Q3 2019$2,171,000
+6.1%
18,451
+0.8%
0.08%
-2.3%
Q2 2019$2,047,000
+20.1%
18,307
+8.7%
0.09%
+14.7%
Q1 2019$1,705,000
-32.1%
16,843
-24.3%
0.08%
-31.8%
Q4 2018$2,512,0000.0%22,2580.0%0.11%0.0%
Q3 2018$2,512,000
+19.2%
22,258
+10.1%
0.11%
+8.9%
Q2 2018$2,107,000
+467.9%
20,218
+499.9%
0.10%
+359.1%
Q1 2018$371,000
+11.7%
3,370
+8.7%
0.02%0.0%
Q4 2017$332,000
+23.0%
3,101
+9.7%
0.02%
+4.8%
Q3 2017$270,000
+13.4%
2,826
+8.7%
0.02%
-4.5%
Q2 2017$238,000
-10.5%
2,600
-14.1%
0.02%
-24.1%
Q1 2017$266,000
-77.2%
3,028
-84.6%
0.03%
-85.6%
Q1 2016$1,167,00019,7010.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders