Lido Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,442 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.3%.

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
Lido Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$40,106,652
+19.7%
276,559
+20.0%
0.31%
+28.0%
Q2 2023$33,515,956
+7.6%
230,444
-3.6%
0.24%
-21.1%
Q1 2023$31,139,315
+32.6%
238,963
+36.5%
0.30%
+5.9%
Q4 2022$23,476,349
-9.3%
175,065
-29.3%
0.29%
-12.0%
Q3 2022$25,875,000
+10.0%
247,614
+18.5%
0.32%
+4.5%
Q2 2022$23,523,000
-8.4%
208,901
+10.9%
0.31%
+8.7%
Q1 2022$25,681,000
+2.3%
188,392
+18.8%
0.29%
+4.4%
Q4 2021$25,108,000
+3.9%
158,567
+7.4%
0.27%
-18.9%
Q3 2021$24,172,000
-3.3%
147,675
-8.1%
0.34%
-2.9%
Q2 2021$24,995,000
+7.1%
160,704
+4.8%
0.35%
-13.6%
Q1 2021$23,348,000
+39.4%
153,378
+16.4%
0.40%
+15.5%
Q4 2020$16,749,000
+69.8%
131,817
+28.7%
0.35%
+37.9%
Q3 2020$9,862,000
+89.7%
102,452
+85.3%
0.25%
+61.1%
Q2 2020$5,199,000
+7.0%
55,277
+2.4%
0.16%
-23.8%
Q1 2020$4,861,000
-45.3%
53,996
-15.4%
0.21%
-41.8%
Q4 2019$8,892,000
+51.0%
63,789
+27.5%
0.35%
+18.8%
Q3 2019$5,890,000
+54.5%
50,049
+46.7%
0.30%
+36.7%
Q2 2019$3,812,000
-39.7%
34,105
-45.4%
0.22%
-47.0%
Q1 2019$6,326,000
+14.6%
62,501
+10.5%
0.41%
-24.6%
Q4 2018$5,520,000
+5.5%
56,553
+21.9%
0.54%
+7.1%
Q3 2018$5,234,000
+94.9%
46,392
+80.0%
0.51%
+64.7%
Q2 2018$2,685,000
-15.5%
25,774
-10.8%
0.31%
-28.8%
Q1 2018$3,177,000
+27.4%
28,891
+23.8%
0.43%
+22.3%
Q4 2017$2,494,000
+10.4%
23,330
+3.8%
0.36%
-1.7%
Q3 2017$2,260,000
+49.3%
22,472
+35.6%
0.36%
+14.6%
Q2 2017$1,514,000
+10.3%
16,569
+5.2%
0.32%
-17.1%
Q1 2017$1,372,000
+23.5%
15,748
+22.3%
0.38%
+38.7%
Q4 2016$1,111,000
+31.2%
12,877
+1.3%
0.27%
+5.8%
Q3 2016$847,000
+39.1%
12,715
+29.7%
0.26%
+37.8%
Q2 2016$609,000
+50.7%
9,801
+43.8%
0.19%
+38.2%
Q1 2016$404,0006,8160.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
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