Cetera Investment Advisers - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
Cetera Investment Advisers ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$47,124,380
-1.5%
324,951
-1.2%
0.41%
+1.2%
Q2 2023$47,826,193
+10.4%
328,838
-1.1%
0.40%
+6.1%
Q1 2023$43,312,448
-5.6%
332,380
-2.9%
0.38%
-10.8%
Q4 2022$45,881,298
+121.8%
342,142
+72.8%
0.42%
+2.9%
Q3 2022$20,687,000
-33.2%
197,963
-28.0%
0.41%
-16.1%
Q2 2022$30,950,000
-7.8%
274,842
+11.6%
0.49%
+2.1%
Q1 2022$33,585,000
-7.9%
246,371
+7.0%
0.48%
-7.7%
Q4 2021$36,458,000
-0.9%
230,239
+2.5%
0.52%
-10.8%
Q3 2021$36,772,000
+7.4%
224,646
+2.1%
0.58%
+6.4%
Q2 2021$34,227,000
+12.5%
220,052
+10.1%
0.55%
-8.2%
Q1 2021$30,427,000
+16.2%
199,877
-3.0%
0.60%
+15.6%
Q4 2020$26,193,000
+336.5%
206,134
+230.7%
0.52%
+5.3%
Q3 2020$6,001,000
+2.4%
62,339
+0.0%
0.49%
-9.4%
Q2 2020$5,861,000
+23.3%
62,312
+18.0%
0.54%
-6.7%
Q1 2020$4,755,000
-29.4%
52,813
+9.3%
0.58%
-14.0%
Q4 2019$6,737,000
+17.7%
48,303
-0.6%
0.68%
-2.7%
Q3 2019$5,724,000
+10.3%
48,599
+4.9%
0.70%
+4.0%
Q2 2019$5,189,000
+16.7%
46,318
+5.5%
0.67%
+6.5%
Q1 2019$4,447,000
+6.0%
43,900
+1.9%
0.63%
-8.3%
Q4 2018$4,197,000
-13.2%
43,084
+0.6%
0.68%
-1.6%
Q3 2018$4,835,000
+16.0%
42,842
+7.1%
0.70%
-5.0%
Q2 2018$4,169,000
+2.8%
39,999
+8.4%
0.73%
-3.4%
Q1 2018$4,054,000
-11.2%
36,910
-13.4%
0.76%
-9.4%
Q4 2017$4,564,000
+20.5%
42,608
+7.4%
0.84%
-0.1%
Q3 2017$3,789,000
+45.5%
39,670
+38.7%
0.84%
+31.3%
Q2 2017$2,605,000
+8.8%
28,599
+5.1%
0.64%
-3.3%
Q1 2017$2,395,000
+19.5%
27,224
+17.1%
0.66%
-1.0%
Q4 2016$2,005,000
+46.9%
23,254
+13.1%
0.67%
+14.0%
Q3 2016$1,365,000
-13.7%
20,569
-19.1%
0.59%
-5.5%
Q2 2016$1,582,000
+12.4%
25,422
+7.0%
0.62%
+1.8%
Q1 2016$1,407,000
+13.8%
23,764
+26.9%
0.61%
+7.2%
Q4 2015$1,236,00018,7210.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders