Aptus Capital Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Aptus Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$25,097,451
+4.1%
173,062
+4.4%
0.68%
+18.3%
Q2 2023$24,114,970
+6.4%
165,807
-4.7%
0.58%
-5.1%
Q1 2023$22,666,469
+4.4%
173,943
+7.4%
0.61%
-8.7%
Q4 2022$21,715,886
+35.3%
161,938
+5.4%
0.67%
+72.8%
Q3 2022$16,054,000
+3.3%
153,622
+11.3%
0.39%
-4.5%
Q2 2022$15,541,000
-11.8%
138,015
+6.8%
0.40%
-7.8%
Q1 2022$17,611,000
+1.8%
129,186
+18.3%
0.44%
-15.6%
Q4 2021$17,292,000
+9.2%
109,202
+12.9%
0.52%
+27.2%
Q3 2021$15,839,000
+19.6%
96,758
+13.7%
0.41%
+5.4%
Q2 2021$13,241,000
-61.1%
85,127
-62.0%
0.39%
-68.3%
Q1 2021$34,070,000
+183.4%
223,808
-10.7%
1.22%
+121.8%
Q4 2020$12,022,000
-41.7%
250,508
+17.0%
0.55%
-49.7%
Q3 2020$20,618,000
-13.6%
214,168
-15.6%
1.10%
-26.9%
Q2 2020$23,865,000
+370.6%
253,716
+350.4%
1.50%
+242.0%
Q1 2020$5,071,000
-51.6%
56,331
-25.0%
0.44%
-41.0%
Q4 2019$10,468,000
-66.9%
75,099
-72.1%
0.74%
-58.0%
Q3 2019$31,660,000
+2167.9%
269,021
+2053.5%
1.77%
+802.6%
Q2 2019$1,396,000
+9.6%
12,492
-0.8%
0.20%
-10.1%
Q1 2019$1,274,000
+503.8%
12,587
+482.2%
0.22%
+289.3%
Q4 2018$211,0002,1620.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders