Proficio Capital Partners LLC - 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
Proficio Capital Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,873,233
+1.8%
12,917
+2.0%
0.25%0.0%
Q2 2023$1,840,950
+16.1%
12,658
+4.0%
0.25%
-0.8%
Q1 2023$1,586,341
+4.0%
12,174
+7.1%
0.25%
-12.8%
Q4 2022$1,525,674
+36.0%
11,372
+7.3%
0.29%
+39.6%
Q3 2022$1,122,000
-25.6%
10,600
-20.8%
0.21%
-26.6%
Q2 2022$1,508,000
-23.6%
13,388
-7.6%
0.28%
-4.4%
Q1 2022$1,973,000
-6.4%
14,485
+8.9%
0.30%
+0.7%
Q4 2021$2,107,000
-2.6%
13,305
+0.6%
0.29%
+2.8%
Q3 2021$2,164,000
-40.3%
13,221
-43.3%
0.28%
+4.8%
Q2 2021$3,626,000
+107.3%
23,312
+101.1%
0.27%
+19.8%
Q1 2021$1,749,000
+61.9%
11,591
+36.4%
0.23%
+34.3%
Q4 2020$1,080,000
+49.6%
8,496
+6.5%
0.17%
+32.0%
Q3 2020$722,000
-9.0%
7,975
-5.4%
0.13%
-21.0%
Q2 2020$793,000
+19.1%
8,431
+3.0%
0.16%
-3.0%
Q1 2020$666,000
-21.7%
8,183
+34.1%
0.17%
-31.8%
Q4 2019$851,000
+26.4%
6,102
+6.7%
0.24%
-2.4%
Q3 2019$673,000
-6.4%
5,721
-11.0%
0.25%
+2.0%
Q2 2019$719,000
+18.1%
6,430
+6.9%
0.25%
+13.4%
Q1 2019$609,000
+22.3%
6,017
+17.9%
0.22%
-1.8%
Q4 2018$498,000
+2.3%
5,102
+18.2%
0.22%
+38.1%
Q3 2018$487,000
+8.0%
4,316
-0.3%
0.16%
-13.5%
Q2 2018$451,000
-3.8%
4,331
+1.6%
0.18%
+34.1%
Q1 2018$469,000
+25.1%
4,261
+21.5%
0.14%
+14.0%
Q4 2017$375,000
+13.6%
3,506
+1.5%
0.12%
-9.7%
Q3 2017$330,000
-18.1%
3,455
-20.1%
0.13%
-19.8%
Q2 2017$403,000
+16.1%
4,325
+6.8%
0.17%
+9.9%
Q1 2017$347,000
-90.3%
4,051
-90.2%
0.15%
-90.0%
Q4 2016$3,579,000
+3667.4%
41,481
+2813.0%
1.52%
+2660.0%
Q3 2016$95,000
+5.6%
1,424
+1.5%
0.06%
-1.8%
Q2 2016$90,000
+91.5%
1,403
+77.6%
0.06%
+43.6%
Q1 2016$47,000
-7.8%
790
+2.5%
0.04%
-22.0%
Q4 2015$51,0007710.05%
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