RFG Advisory, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,851 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 0.63 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
RFG Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,272,904
-1.7%
29,464
-1.4%
0.19%
-1.0%
Q2 2023$4,348,163
+9.6%
29,897
-1.8%
0.19%
-0.5%
Q1 2023$3,967,372
-13.2%
30,446
-6.1%
0.19%
-16.0%
Q4 2022$4,573,101
-3.2%
32,413
-9.8%
0.23%
-14.1%
Q3 2022$4,722,000
+4.8%
35,923
-7.7%
0.27%
+3.1%
Q2 2022$4,507,000
+18.0%
38,937
+39.0%
0.26%
+7.0%
Q1 2022$3,819,000
-13.0%
28,012
+1.1%
0.24%
-18.9%
Q4 2021$4,388,000
+1.5%
27,709
+4.9%
0.30%
-15.4%
Q3 2021$4,324,000
+13.0%
26,417
+7.4%
0.36%
+4.7%
Q2 2021$3,827,000
+5.8%
24,604
+3.6%
0.34%
-13.7%
Q1 2021$3,616,000
+5.8%
23,753
-5.5%
0.39%
-11.9%
Q4 2020$3,418,000
+33.3%
25,128
-5.7%
0.45%
+24.2%
Q3 2020$2,564,000
+34.1%
26,634
+31.0%
0.36%
+21.2%
Q2 2020$1,912,000
+12.7%
20,326
+7.9%
0.30%
-6.6%
Q1 2020$1,696,000
-28.3%
18,834
+11.0%
0.32%
-21.1%
Q4 2019$2,365,000
+23.2%
16,968
+4.1%
0.40%
+5.5%
Q3 2019$1,919,000
+18.8%
16,303
+12.2%
0.38%
+3.5%
Q2 2019$1,616,000
+29.9%
14,524
+18.9%
0.37%
+16.4%
Q1 2019$1,244,000
-28.7%
12,217
-31.6%
0.32%
-25.9%
Q4 2018$1,744,000
-46.5%
17,864
-38.2%
0.43%
-49.9%
Q3 2018$3,260,000
+136.4%
28,891
+118.3%
0.85%
+105.3%
Q2 2018$1,379,000
+4.5%
13,234
+10.3%
0.42%
-15.1%
Q1 2018$1,319,000
+7.8%
11,997
+6.2%
0.49%
-14.2%
Q4 2017$1,224,000
+10.7%
11,296
-1.6%
0.57%
-16.4%
Q3 2017$1,106,000
+33.4%
11,476
+29.0%
0.68%
+19.6%
Q2 2017$829,000
+10.1%
8,899
+1.8%
0.57%
+0.4%
Q1 2017$753,000
+43.7%
8,741
+11.1%
0.57%
+13.8%
Q4 2016$524,0000.0%7,8690.0%0.50%
+4.4%
Q3 2016$524,000
+7.2%
7,869
-0.1%
0.48%
+12.7%
Q2 2016$489,000
+1.9%
7,875
-2.9%
0.42%
+13.3%
Q1 2016$480,000
-62.0%
8,108
-56.5%
0.38%
-34.2%
Q2 2015$1,263,00018,6330.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2015
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders