JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,349,060 | -0.7% | 209,275 | -0.4% | 7.21% | -0.8% |
| Q2 2023 | $30,554,762 | +12.2% | 210,085 | +0.5% | 7.27% | +8.8% |
| Q1 2023 | $27,241,696 | -5.0% | 209,053 | -2.2% | 6.68% | +31.6% |
| Q4 2022 | $28,664,680 | +28.7% | 213,756 | +0.3% | 5.08% | +21.2% |
| Q3 2022 | $22,276,000 | -4.3% | 213,169 | +3.1% | 4.19% | -3.6% |
| Q2 2022 | $23,275,000 | -17.9% | 206,690 | -0.7% | 4.35% | -0.2% |
| Q1 2022 | $28,363,000 | +18.9% | 208,062 | +38.1% | 4.36% | +13.9% |
| Q4 2021 | $23,862,000 | -1.8% | 150,693 | +1.5% | 3.82% | -14.0% |
| Q3 2021 | $24,307,000 | +5.4% | 148,494 | +0.1% | 4.45% | +10.0% |
| Q2 2021 | $23,070,000 | -0.0% | 148,319 | -2.2% | 4.04% | -8.3% |
| Q1 2021 | $23,079,000 | +19.7% | 151,609 | -0.1% | 4.41% | +6.1% |
| Q4 2020 | $19,284,000 | +33.8% | 151,759 | +1.4% | 4.15% | +10.4% |
| Q3 2020 | $14,411,000 | +3.5% | 149,689 | +1.1% | 3.76% | +5.0% |
| Q2 2020 | $13,925,000 | +6.4% | 148,049 | +1.8% | 3.58% | -8.3% |
| Q1 2020 | $13,089,000 | -6.5% | 145,385 | +44.8% | 3.91% | +25.0% |
| Q4 2019 | $13,997,000 | +18.7% | 100,410 | +0.2% | 3.12% | +9.6% |
| Q3 2019 | $11,791,000 | +6.1% | 100,190 | +0.8% | 2.85% | +3.2% |
| Q2 2019 | $11,116,000 | +12.2% | 99,430 | +1.6% | 2.76% | +11.9% |
| Q1 2019 | $9,903,000 | – | 97,830 | – | 2.47% | – |
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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% |