Rehmann Capital Advisory Group - 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
Rehmann Capital Advisory Group ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,788,246
-0.9%
26,122
-0.6%
0.35%
+2.9%
Q2 2023$3,822,104
+19.3%
26,279
+6.9%
0.34%
+14.0%
Q1 2023$3,202,696
-0.8%
24,577
+2.1%
0.30%
-9.1%
Q4 2022$3,228,504
-99.9%
24,075
-0.9%
0.33%
+17.8%
Q3 2022$2,537,826,000
-2.8%
24,285
+4.7%
0.28%
-2.1%
Q2 2022$2,610,975,000
-17.8%
23,185
-0.5%
0.29%
-5.0%
Q1 2022$3,175,799,000
-12.5%
23,296
+1.6%
0.30%
-10.4%
Q4 2021$3,629,546,000
-3.2%
22,921
-0.6%
0.34%
-5.1%
Q3 2021$3,749,454,000
+5.3%
23,049
+1.2%
0.36%
+3.2%
Q2 2021$3,561,951,000
-4.2%
22,771
-6.8%
0.34%
-9.5%
Q1 2021$3,718,214,000
+28.2%
24,424
+6.5%
0.38%
+16.2%
Q4 2020$2,900,150,000
+26.2%
22,932
-3.9%
0.33%
+12.4%
Q3 2020$2,297,201,000
+2.7%
23,862
+1.4%
0.29%
-4.6%
Q2 2020$2,236,818,000
-2.4%
23,537
-6.9%
0.30%
-18.4%
Q1 2020$2,291,856,000
-57.2%
25,295
-79.2%
0.37%
-42.2%
Q3 2019$5,349,343,000
+85.7%
121,522
+371.5%
0.65%
+82.3%
Q2 2019$2,881,214,000
+19.5%
25,771
+8.2%
0.36%
+8.6%
Q1 2019$2,411,443,000
+1468.3%
23,821
+1412.4%
0.33%
+1321.7%
Q4 2018$153,759,000
-93.7%
1,575
-92.7%
0.02%
-93.2%
Q3 2018$2,433,748,000
-29.6%
21,568
-48.1%
0.34%
-33.1%
Q2 2018$3,457,335,000
+98091.8%
41,596
+29.9%
0.50%
-8.4%
Q1 2018$3,521,000
+5.9%
32,018
+2.9%
0.55%
-2.3%
Q4 2017$3,326,000
+6.1%
31,102
-5.2%
0.56%
-0.7%
Q3 2017$3,135,000
+4.2%
32,822
-0.3%
0.56%
-1.7%
Q2 2017$3,008,000
-0.4%
32,910
-4.3%
0.58%
+14.1%
Q1 2017$3,021,000
+5.6%
34,392
+3.7%
0.50%
-3.8%
Q4 2016$2,861,000
+16.8%
33,161
-9.8%
0.52%
+10.3%
Q3 2016$2,449,000
-17.9%
36,782
-23.4%
0.48%
-14.9%
Q2 2016$2,982,000
+10.9%
47,993
+5.7%
0.56%
+6.5%
Q1 2016$2,690,000
+56.7%
45,419
+74.7%
0.52%
+45.2%
Q4 2015$1,717,000
+13.1%
26,002
+4.4%
0.36%
+5.2%
Q3 2015$1,518,000
-13.0%
24,904
-3.3%
0.34%
-13.8%
Q2 2015$1,744,000
+15.6%
25,744
+3.4%
0.40%
+16.4%
Q1 2015$1,508,000
-4.1%
24,893
-0.9%
0.34%
+89.0%
Q4 2014$1,573,000
-2.8%
25,130
-6.5%
0.18%
-52.7%
Q3 2014$1,619,000
+6.0%
26,875
+1.3%
0.38%
+4.9%
Q2 2014$1,528,000
-4.6%
26,527
+0.6%
0.36%
-15.7%
Q1 2014$1,601,000
+10.9%
26,373
+6.8%
0.43%
-0.9%
Q4 2013$1,444,000
+28.1%
24,696
+13.3%
0.44%
+19.7%
Q3 2013$1,127,000
-11.0%
21,797
-9.1%
0.36%
-16.9%
Q2 2013$1,266,000
+46.0%
23,985
+31.3%
0.44%
+41.6%
Q1 2013$867,000
+14.2%
18,264
+5.7%
0.31%
+2.6%
Q4 2012$759,000
-6.5%
17,271
-13.9%
0.30%
+1.3%
Q3 2012$812,000
-34.4%
20,061
-42.0%
0.30%
-26.8%
Q2 2012$1,237,000
-18.5%
34,610
+4.9%
0.41%
-11.7%
Q1 2012$1,517,000
+40.7%
32,997
+1.8%
0.46%
+33.2%
Q4 2011$1,078,000
+19.6%
32,414
+8.3%
0.35%
+4.8%
Q3 2011$901,000
-27.5%
29,924
-1.4%
0.33%
-14.3%
Q2 2011$1,242,000
-38.2%
30,339
-30.4%
0.38%
-44.8%
Q1 2011$2,009,000
+148.6%
43,571
+128.7%
0.70%
+57.9%
Q4 2010$808,000
-8.7%
19,049
-18.1%
0.44%
-22.0%
Q3 2010$885,000
-41.3%
23,261
-43.5%
0.57%
-49.4%
Q2 2010$1,507,000
-20.9%
41,163
-3.3%
1.12%
-3.9%
Q1 2010$1,904,000
+9.8%
42,547
+2.3%
1.16%
+3.8%
Q4 2009$1,734,000
-10.1%
41,603
-5.5%
1.12%
-5.8%
Q3 2009$1,929,000
+17.9%
44,019
-8.2%
1.19%
-13.1%
Q2 2009$1,636,000
+108.4%
47,953
+51.8%
1.37%
+46.4%
Q1 2009$785,000
-17.8%
31,597
+4.3%
0.94%
+10.1%
Q4 2008$955,00030,2910.85%
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