Fiduciary Group LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Fiduciary Group LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$29,509,040
+97.7%
203,482
+98.2%
1.88%
+2.7%
Q2 2023$14,928,205
-45.1%
102,642
-50.1%
1.83%
+4.3%
Q1 2023$27,207,627
+94.9%
205,804
+97.7%
1.76%
-5.4%
Q4 2022$13,957,303
-2.4%
104,081
-1.7%
1.86%
+0.4%
Q3 2022$14,299,000
+15.0%
105,859
+2.3%
1.85%
+19.3%
Q2 2022$12,431,000
+3.2%
103,471
+1.5%
1.55%
-2.3%
Q1 2022$12,045,000
-24.0%
101,956
+1.9%
1.59%
-9.8%
Q4 2021$15,840,000
-6.7%
100,029
+1.0%
1.76%
-8.6%
Q3 2021$16,978,000
+12.6%
99,052
-0.6%
1.93%
+10.5%
Q2 2021$15,073,000
-0.6%
99,666
+1.1%
1.74%
-5.4%
Q1 2021$15,159,000
+11.4%
98,554
+0.9%
1.84%
+2.7%
Q4 2020$13,608,000
+44.0%
97,710
-0.5%
1.80%
+25.8%
Q3 2020$9,452,000
+5.2%
98,182
+2.8%
1.43%
-4.8%
Q2 2020$8,986,000
+6.0%
95,540
+1.5%
1.50%
-9.8%
Q1 2020$8,477,000
-32.9%
94,160
+3.9%
1.66%
-17.5%
Q4 2019$12,634,000
+18.6%
90,630
+0.2%
2.02%
+8.2%
Q3 2019$10,649,000
+6.6%
90,480
+1.3%
1.86%
+3.8%
Q2 2019$9,991,000
+10.9%
89,362
+0.5%
1.79%
+7.0%
Q1 2019$9,005,000
+5.5%
88,955
+1.8%
1.68%
-5.0%
Q4 2018$8,532,000
-12.5%
87,397
+1.2%
1.76%
-7.6%
Q3 2018$9,746,000
+10.7%
86,368
+2.3%
1.91%
+2.7%
Q2 2018$8,801,000
-5.3%
84,466
-0.1%
1.86%
-7.6%
Q1 2018$9,293,000
+1.6%
84,509
-1.2%
2.01%
+3.2%
Q4 2017$9,143,000
+12.1%
85,500
+0.1%
1.95%
+6.3%
Q3 2017$8,159,000
+4.2%
85,423
-0.3%
1.84%
+1.7%
Q2 2017$7,832,000
+4.1%
85,685
-0.0%
1.81%
+1.3%
Q1 2017$7,527,000
+7.3%
85,688
+5.4%
1.78%
-1.7%
Q4 2016$7,015,000
+29.7%
81,293
+0.1%
1.81%
+23.7%
Q3 2016$5,408,000
+8.7%
81,218
+1.5%
1.47%
+6.1%
Q2 2016$4,975,000
+6.1%
80,056
+1.1%
1.38%
+1.8%
Q1 2016$4,689,000
-6.9%
79,182
+3.7%
1.36%
-9.6%
Q4 2015$5,039,000
+24.6%
76,321
+15.0%
1.50%
+11.7%
Q3 2015$4,045,000
-10.7%
66,339
-0.8%
1.34%
-5.7%
Q2 2015$4,531,00066,8631.43%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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