JACOBSON & SCHMITT ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
JACOBSON & SCHMITT ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$235,513
-0.3%
1,6240.0%0.07%0.0%
Q2 2023$236,195
+11.6%
1,6240.0%0.07%
+9.8%
Q1 2023$211,624
-0.6%
1,624
-14.0%
0.06%
-7.6%
Q2 2022$213,000
-32.8%
1,889
-18.7%
0.07%
-19.5%
Q1 2022$317,000
-13.9%
2,3230.0%0.08%
-7.9%
Q4 2021$368,000
+47.8%
2,323
+52.5%
0.09%
+29.0%
Q3 2021$249,000
+2.5%
1,523
-2.6%
0.07%0.0%
Q2 2021$243,000
+16.8%
1,564
+14.2%
0.07%
+3.0%
Q1 2021$208,000
-41.4%
1,369
-59.8%
0.07%
-71.5%
Q2 2018$355,000
-5.3%
3,4090.0%0.24%
-7.5%
Q1 2018$375,000
+17.9%
3,409
+14.6%
0.25%
+18.1%
Q4 2017$318,000
+19.5%
2,975
+7.0%
0.22%
+21.5%
Q3 2017$266,000
+4.7%
2,7810.0%0.18%
+2.9%
Q2 2017$254,000
+4.1%
2,7810.0%0.17%
+1.2%
Q1 2017$244,0002,7810.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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