Concorde Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,442 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.3%.

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
Concorde Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$455,118
-31.6%
3,138
-26.1%
0.41%
-33.2%
Q2 2023$665,515
+5.6%
4,244
-2.5%
0.61%
-17.8%
Q1 2023$630,432
-20.3%
4,353
-14.8%
0.75%
+6.1%
Q4 2022$791,004
+13.5%
5,108
-3.0%
0.70%
-9.9%
Q3 2022$697,000
-7.3%
5,265
+0.2%
0.78%
-31.1%
Q2 2022$752,000
-7.2%
5,252
+0.7%
1.13%
+110.8%
Q1 2022$810,000
-5.2%
5,215
+0.3%
0.54%
+5.5%
Q4 2021$854,000
+0.1%
5,197
-0.9%
0.51%
+3.7%
Q3 2021$853,000
+10.8%
5,242
+9.2%
0.49%
+13.9%
Q2 2021$770,000
-22.8%
4,801
-24.0%
0.43%
-24.9%
Q1 2021$997,000
+19.1%
6,317
+9.6%
0.58%
+23.7%
Q4 2020$837,000
+11.0%
5,763
-3.3%
0.46%
+8.1%
Q3 2020$754,000
+32.7%
5,957
+39.8%
0.43%
-9.5%
Q2 2020$568,000
+50.7%
4,260
+57.5%
0.48%
+82.0%
Q4 2019$377,000
+38.1%
2,705
+16.6%
0.26%
+24.3%
Q3 2019$273,000
-30.7%
2,320
-33.9%
0.21%
-9.1%
Q2 2019$394,000
+0.5%
3,511
-8.6%
0.23%
-8.7%
Q1 2019$392,000
-10.3%
3,841
-14.2%
0.25%
-31.6%
Q4 2018$437,000
-38.8%
4,477
-29.2%
0.37%
-46.9%
Q3 2018$714,000
-10.8%
6,319
-17.7%
0.70%
-23.7%
Q2 2018$800,000
-3.1%
7,681
+4.1%
0.91%
-9.6%
Q1 2018$826,000
+9.0%
7,382
+4.1%
1.01%
+5.3%
Q4 2017$758,000
-36.5%
7,090
-43.2%
0.96%
-7.2%
Q3 2017$1,193,000
+61.7%
12,479
+54.5%
1.03%
+3.7%
Q2 2017$738,000
+41.4%
8,078
+35.7%
1.00%
+15.7%
Q1 2017$522,000
-13.1%
5,953
-14.7%
0.86%
-20.1%
Q4 2016$601,000
+25.2%
6,977
-3.3%
1.08%
+78.5%
Q3 2016$480,000
+9.1%
7,212
+2.1%
0.60%
+38.2%
Q2 2016$440,000
+94.7%
7,065
+84.9%
0.44%
+68.1%
Q1 2016$226,000
-5.8%
3,820
+5.6%
0.26%
-2.6%
Q4 2015$240,000
-50.5%
3,617
-50.8%
0.27%
-56.7%
Q2 2015$485,000
+0.8%
7,358
-4.0%
0.62%
+12.4%
Q1 2015$481,000
+82.2%
7,667
+62.4%
0.55%
+65.9%
Q4 2014$264,0004,7200.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
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