Ellevest, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Ellevest, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$400,837
+10.4%
2,764
+10.7%
0.03%
+14.8%
Q2 2023$363,165
+130.1%
2,497
+106.2%
0.03%
+125.0%
Q1 2023$157,807
-20.5%
1,211
-18.2%
0.01%
-29.4%
Q4 2022$198,604
+28.1%
1,481
-0.1%
0.02%
+13.3%
Q3 2022$155,000
-20.1%
1,483
-13.9%
0.02%
-16.7%
Q2 2022$194,000
-21.5%
1,722
-5.1%
0.02%
-14.3%
Q1 2022$247,000
-26.3%
1,815
-14.1%
0.02%
-30.0%
Q4 2021$335,000
-10.4%
2,114
-7.4%
0.03%
-16.7%
Q3 2021$374,000
-10.1%
2,284
-14.7%
0.04%
-12.2%
Q2 2021$416,000
-47.2%
2,677
-48.3%
0.04%
-56.8%
Q1 2021$788,000
+37.3%
5,179
+14.7%
0.10%
+13.1%
Q4 2020$574,000
+43.9%
4,515
+8.9%
0.08%
+16.7%
Q3 2020$399,000
+5.6%
4,145
+3.2%
0.07%
-11.1%
Q2 2020$378,000
+51.2%
4,018
+44.4%
0.08%
+17.4%
Q1 2020$250,000
-16.4%
2,782
+29.6%
0.07%
-16.9%
Q4 2019$299,000
+112.1%
2,147
+79.2%
0.08%
+69.4%
Q3 2019$141,000
+2.2%
1,198
-2.8%
0.05%
-10.9%
Q2 2019$138,000
+360.0%
1,233
+320.8%
0.06%
+292.9%
Q1 2019$30,0002930.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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