Venturi Wealth Management, 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
Venturi Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,301,253
-1.8%
15,868
-1.6%
0.18%
-3.7%
Q2 2023$2,344,421
+33.0%
16,119
+19.2%
0.19%
+29.7%
Q1 2023$1,762,271
-0.7%
13,524
+2.2%
0.14%
-7.6%
Q4 2022$1,775,408
+26.5%
13,239
-1.5%
0.16%
+16.3%
Q3 2022$1,404,000
+1.7%
13,434
+9.7%
0.14%
+9.8%
Q2 2022$1,380,000
-10.3%
12,250
+8.6%
0.12%
+4.2%
Q1 2022$1,539,000
-5.8%
11,285
+9.4%
0.12%
-4.8%
Q4 2021$1,633,000
-11.5%
10,311
-8.5%
0.12%
-19.5%
Q3 2021$1,845,000
-11.7%
11,272
-16.1%
0.15%
-17.2%
Q2 2021$2,089,000
+3.0%
13,429
+0.8%
0.19%
-4.1%
Q1 2021$2,028,000
+97.1%
13,322
+21.7%
0.19%
+40.6%
Q2 2020$1,029,000
-86.0%
10,944
-86.6%
0.14%
-85.7%
Q1 2020$7,360,000
-37.7%
81,750
-3.5%
0.96%
-32.7%
Q4 2019$11,805,000
+17.2%
84,687
-1.0%
1.43%
+10.6%
Q3 2019$10,071,000
+8.3%
85,573
+2.9%
1.30%
+2.8%
Q2 2019$9,302,000
+1.7%
83,198
-4.8%
1.26%
+6.1%
Q1 2019$9,146,000
+26.7%
87,402
+17.6%
1.19%
+2.1%
Q4 2018$7,217,000
-11.7%
74,313
+3.2%
1.16%
-19.4%
Q3 2018$8,171,000
-1.4%
71,994
+1.6%
1.45%
-6.3%
Q2 2018$8,285,000
+13.2%
70,884
+6.5%
1.54%
+9.3%
Q1 2018$7,322,000
-6.6%
66,580
-9.1%
1.41%
-5.9%
Q4 2017$7,837,000
+11.3%
73,282
+0.8%
1.50%
+0.8%
Q3 2017$7,042,000
-7.0%
72,714
-12.3%
1.49%
-13.6%
Q2 2017$7,575,000
-8.8%
82,883
-15.0%
1.72%
-10.3%
Q1 2017$8,309,000
+4.1%
97,565
+5.5%
1.92%
-14.4%
Q4 2016$7,978,000
+33.4%
92,461
+3.0%
2.24%
+12.9%
Q3 2016$5,980,000
+7.9%
89,808
+0.7%
1.99%
+5.5%
Q2 2016$5,543,000
+10.2%
89,199
+5.0%
1.88%
+0.3%
Q1 2016$5,032,000
+19.1%
84,979
+32.8%
1.88%
-2.2%
Q4 2015$4,224,00063,9701.92%
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