NewEdge Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
NewEdge Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$58,047,387
+4.3%
400,273
+4.6%
0.64%
+1.4%
Q2 2023$55,671,793
+19.0%
382,782
+6.9%
0.63%
+7.5%
Q1 2023$46,774,306
+177.0%
357,946
+9.9%
0.58%
+28.3%
Q4 2022$16,883,339
-43.9%
325,768
+13.1%
0.46%
-7.7%
Q3 2022$30,089,000
-11.6%
287,929
-4.8%
0.49%
-12.4%
Q2 2022$34,043,000
-44.8%
302,316
-33.2%
0.56%
-43.2%
Q1 2022$61,706,000
-8.3%
452,650
+6.5%
0.99%
-2.2%
Q4 2021$67,323,000
+18.2%
425,153
+22.1%
1.02%
-28.0%
Q3 2021$56,976,000
+12.7%
348,073
+7.1%
1.41%
+4.8%
Q2 2021$50,536,000
+5.3%
324,911
+3.0%
1.34%
-6.0%
Q1 2021$47,991,000
+21.0%
315,356
+1.0%
1.43%
+10.0%
Q4 2020$39,667,000
+20.2%
312,167
-8.9%
1.30%
+13.3%
Q3 2020$32,988,000
+8.7%
342,665
+6.2%
1.15%
-3.3%
Q2 2020$30,359,000
+16.6%
322,755
+11.6%
1.19%
-5.4%
Q1 2020$26,039,000
-31.1%
289,223
+6.6%
1.25%
-16.6%
Q4 2019$37,816,000
+25.3%
271,281
+6.1%
1.50%
+12.2%
Q3 2019$30,192,000
+32.8%
255,570
+25.6%
1.34%
-3.7%
Q2 2019$22,741,000
+12.0%
203,404
+1.1%
1.39%
+6.2%
Q1 2019$20,304,000
+19.2%
201,156
+15.3%
1.31%
+19.5%
Q4 2018$17,030,000
-4.2%
174,449
+10.7%
1.10%
-19.7%
Q3 2018$17,779,000
+21.3%
157,561
+13.0%
1.37%
+2.0%
Q2 2018$14,655,000
+170.6%
139,473
+177.8%
1.34%
+116.3%
Q1 2018$5,415,000
+25.8%
50,207
+26.5%
0.62%
+6.4%
Q4 2017$4,306,000
+32.8%
39,688
+18.0%
0.58%
+15.5%
Q3 2017$3,243,000
-99.9%
33,634
+10.1%
0.50%
+3.1%
Q2 2017$2,846,716,000
+137091.1%
30,547
+26.9%
0.49%
+3.6%
Q1 2017$2,075,000
+19.3%
24,066
+20.7%
0.47%
-2.1%
Q4 2016$1,739,000
+66.1%
19,945
+27.0%
0.48%
+190.4%
Q3 2016$1,047,00015,7090.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders