Sunbelt Securities, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Sunbelt Securities, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,226,381
+4.5%
29,143
+4.8%
0.58%
+0.7%
Q2 2023$4,042,961
+11.8%
27,798
-1.0%
0.58%
-0.2%
Q1 2023$3,616,210
+5.1%
28,087
+9.5%
0.58%
-13.4%
Q4 2022$3,440,613
+22.7%
25,657
-4.4%
0.67%
+13.3%
Q3 2022$2,804,000
-6.1%
26,831
+1.2%
0.59%
-6.0%
Q2 2022$2,985,000
-8.7%
26,506
+14.0%
0.63%
+5.3%
Q1 2022$3,269,000
-34.2%
23,260
-27.0%
0.60%
-25.8%
Q4 2021$4,968,000
-6.7%
31,860
-9.1%
0.81%
-15.7%
Q3 2021$5,323,0000.0%35,0370.0%0.96%
-0.1%
Q2 2021$5,323,000
-0.9%
35,037
-0.7%
0.96%
-9.5%
Q1 2021$5,373,000
+14.6%
35,292
-4.3%
1.06%
+9.2%
Q4 2020$4,688,000
+55.3%
36,896
+17.7%
0.97%
+15.5%
Q3 2020$3,018,000
+0.2%
31,339
-2.1%
0.84%
-18.9%
Q2 2020$3,011,000
+5.6%
32,016
+1.1%
1.03%
+747.5%
Q1 2020$2,852,000
-77.4%
31,676
-65.0%
0.12%
-90.8%
Q4 2019$12,612,000
+11.9%
90,471
-5.5%
1.33%
+5.1%
Q3 2019$11,271,000
+220.7%
95,767
+204.7%
1.26%
-17.3%
Q2 2019$3,514,000
+15.6%
31,429
+4.6%
1.53%
+0.5%
Q1 2019$3,041,000
+11.4%
30,039
+7.4%
1.52%
-4.5%
Q4 2018$2,731,000
-22.1%
27,980
-10.0%
1.59%
-15.3%
Q3 2018$3,507,000
+9.5%
31,083
+1.1%
1.88%
-2.0%
Q2 2018$3,203,000
+109.2%
30,743
+120.9%
1.92%
+36.9%
Q1 2018$1,531,000
+6.4%
13,919
+3.4%
1.40%
+0.1%
Q4 2017$1,439,000
+72.1%
13,457
+53.7%
1.40%
+59.2%
Q3 2017$836,000
+78.3%
8,754
+70.7%
0.88%
-0.2%
Q2 2017$469,000
+4.7%
5,128
+0.5%
0.88%
+30.9%
Q1 2017$448,000
-99.9%
5,102
-50.4%
0.67%
+23.9%
Q4 2016$444,483,000
+81456.5%
10,292
+25.8%
0.54%
-17.4%
Q3 2016$545,000
+8.6%
8,178
+1.3%
0.66%
+0.2%
Q2 2016$502,000
+4.4%
8,077
-0.6%
0.66%
-6.3%
Q1 2016$481,000
-10.1%
8,124
+0.3%
0.70%
-7.0%
Q4 2015$535,000
+8.7%
8,097
+0.3%
0.75%
+12.7%
Q3 2015$492,000
-17.3%
8,073
-8.1%
0.67%
-18.4%
Q2 2015$595,000
+15.5%
8,787
+3.4%
0.82%
+7.1%
Q1 2015$515,000
-7.0%
8,497
-4.1%
0.76%
+5.2%
Q4 2014$554,0008,8590.73%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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