JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,634,284 | +5.8% | 31,956 | +6.1% | 0.17% | +4.8% |
Q2 2023 | $4,380,291 | +29.4% | 30,118 | +15.9% | 0.16% | +16.2% |
Q1 2023 | $3,385,454 | -4.6% | 25,980 | -1.9% | 0.14% | -16.5% |
Q4 2022 | $3,549,976 | +39.4% | 26,473 | +8.6% | 0.17% | +25.9% |
Q3 2022 | $2,547,000 | -5.7% | 24,375 | +1.6% | 0.14% | -4.9% |
Q2 2022 | $2,702,000 | -14.7% | 23,991 | +3.3% | 0.14% | -2.7% |
Q1 2022 | $3,167,000 | -15.8% | 23,235 | -2.2% | 0.15% | -13.6% |
Q4 2021 | $3,762,000 | +24.3% | 23,760 | +28.5% | 0.17% | +9.7% |
Q3 2021 | $3,027,000 | +2.4% | 18,494 | -2.7% | 0.15% | -1.9% |
Q2 2021 | $2,956,000 | +5.3% | 19,007 | +3.0% | 0.16% | -3.7% |
Q1 2021 | $2,808,000 | +40.1% | 18,448 | +17.0% | 0.16% | +30.4% |
Q4 2020 | $2,004,000 | +33.4% | 15,772 | +1.1% | 0.12% | +11.6% |
Q3 2020 | $1,502,000 | -6.1% | 15,598 | -8.3% | 0.11% | -18.8% |
Q2 2020 | $1,600,000 | +22.0% | 17,016 | +16.8% | 0.14% | -4.8% |
Q1 2020 | $1,312,000 | -28.9% | 14,572 | +10.1% | 0.14% | -18.1% |
Q4 2019 | $1,845,000 | +19.9% | 13,238 | +1.2% | 0.18% | +7.9% |
Q3 2019 | $1,539,000 | +19.4% | 13,077 | +13.4% | 0.16% | +13.9% |
Q2 2019 | $1,289,000 | +7.5% | 11,530 | -2.7% | 0.14% | +3.6% |
Q1 2019 | $1,199,000 | +3.6% | 11,848 | -0.0% | 0.14% | -7.9% |
Q4 2018 | $1,157,000 | -9.2% | 11,850 | +4.9% | 0.15% | -10.1% |
Q3 2018 | $1,274,000 | +8.0% | 11,292 | -0.3% | 0.17% | -3.4% |
Q2 2018 | $1,180,000 | -2.2% | 11,329 | +3.2% | 0.17% | -10.8% |
Q1 2018 | $1,207,000 | +6.6% | 10,974 | +3.7% | 0.20% | +0.5% |
Q4 2017 | $1,132,000 | +14.2% | 10,586 | +2.1% | 0.19% | +6.6% |
Q3 2017 | $991,000 | +7.3% | 10,373 | +2.6% | 0.18% | +4.0% |
Q2 2017 | $924,000 | -1.5% | 10,112 | -5.3% | 0.18% | -3.8% |
Q1 2017 | $938,000 | -5.3% | 10,677 | -7.0% | 0.18% | -7.6% |
Q4 2016 | $991,000 | +71.2% | 11,486 | +32.1% | 0.20% | +40.7% |
Q3 2016 | $579,000 | +3.6% | 8,696 | -3.4% | 0.14% | -6.0% |
Q2 2016 | $559,000 | +2.8% | 9,000 | -2.0% | 0.15% | +2.1% |
Q1 2016 | $544,000 | +38.1% | 9,188 | +54.1% | 0.15% | +31.5% |
Q4 2015 | $394,000 | +30.5% | 5,964 | +20.5% | 0.11% | +22.0% |
Q3 2015 | $302,000 | +11.9% | 4,948 | +11.0% | 0.09% | -1.1% |
Q2 2015 | $270,000 | – | 4,459 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |