ROPES WEALTH ADVISORS LLC - 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
ROPES WEALTH ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,781,652
-4.2%
67,450
-3.9%
1.90%
+12.1%
Q2 2023$10,206,633
+15.7%
70,178
+3.7%
1.69%
+6.1%
Q1 2023$8,818,033
+2.8%
67,670
+5.8%
1.60%
+3.5%
Q4 2022$8,575,177
+33.0%
63,946
+3.7%
1.54%
+13.7%
Q3 2022$6,447,000
-2.5%
61,694
+5.1%
1.36%
-0.4%
Q2 2022$6,612,000
-17.1%
58,718
+0.4%
1.36%
-0.7%
Q1 2022$7,975,000
-15.1%
58,502
-1.4%
1.37%
-17.2%
Q4 2021$9,392,000
-20.7%
59,314
-18.1%
1.65%
-13.0%
Q3 2021$11,850,000
+1.6%
72,392
-3.4%
1.90%
+2.9%
Q2 2021$11,662,000
-3.0%
74,976
-1.1%
1.84%
-12.5%
Q1 2021$12,024,000
+12.1%
75,840
-10.1%
2.11%
+26.8%
Q4 2020$10,722,000
+61.1%
84,377
+22.1%
1.66%
+29.0%
Q3 2020$6,654,000
+2.3%
69,118
-0.0%
1.29%
-2.9%
Q2 2020$6,504,000
+0.2%
69,146
-4.1%
1.33%
-19.1%
Q1 2020$6,488,000
-40.1%
72,068
-7.2%
1.64%
-29.7%
Q4 2019$10,831,000
-4.3%
77,697
-19.2%
2.33%
-2.8%
Q3 2019$11,319,000
+3.8%
96,174
-1.4%
2.40%
+4.4%
Q2 2019$10,900,000
+8.8%
97,499
-1.5%
2.30%
-13.2%
Q1 2019$10,022,000
+4.4%
99,004
+0.7%
2.65%
-4.1%
Q4 2018$9,601,000
-15.1%
98,354
-1.8%
2.76%
-1.0%
Q3 2018$11,304,000
+12.2%
100,179
+3.7%
2.79%
+2.6%
Q2 2018$10,071,000
-5.4%
96,649
-0.2%
2.72%
-6.6%
Q1 2018$10,648,000
+2.6%
96,822
-0.2%
2.92%
+7.3%
Q4 2017$10,379,000
+9.2%
97,059
-2.5%
2.72%
+5.4%
Q3 2017$9,507,000
+2.6%
99,544
-1.8%
2.58%
-1.7%
Q2 2017$9,269,000
+4.1%
101,413
+0.1%
2.62%
+2.0%
Q1 2017$8,900,000
+4.3%
101,319
+2.4%
2.57%
-4.0%
Q4 2016$8,537,000
+31.8%
98,932
+1.7%
2.68%
+22.1%
Q3 2016$6,479,000
+9.5%
97,295
+2.1%
2.19%
+6.1%
Q2 2016$5,919,000
+59.5%
95,248
+52.0%
2.07%
+25.9%
Q1 2016$3,711,000
-3.1%
62,672
+8.1%
1.64%
-2.6%
Q4 2015$3,829,000
+7.9%
57,987
-0.4%
1.68%
-9.5%
Q3 2015$3,548,000
+19.2%
58,194
+32.5%
1.86%
+15.2%
Q2 2015$2,976,000
+5.1%
43,924
-6.0%
1.62%
+10.0%
Q1 2015$2,831,00046,7291.47%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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