INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,515,345
-0.9%
44,927
-0.6%
1.07%
-0.4%
Q2 2023$6,576,659
+0.0%
45,219
-10.4%
1.07%
-1.2%
Q1 2023$6,573,638
-0.6%
50,446
+2.3%
1.08%
-1.4%
Q4 2022$6,615,883
+27.3%
49,335
-0.8%
1.10%
+19.1%
Q3 2022$5,198,000
+19.1%
49,738
+28.4%
0.92%
+22.6%
Q2 2022$4,363,000
-13.2%
38,746
+5.0%
0.75%
-4.4%
Q1 2022$5,029,000
-13.2%
36,892
+0.8%
0.79%
-12.7%
Q4 2021$5,793,000
-2.9%
36,585
+0.4%
0.90%
-5.5%
Q3 2021$5,967,000
+7.3%
36,451
+2.0%
0.96%
+4.1%
Q2 2021$5,560,000
+9.1%
35,746
+6.8%
0.92%
-7.0%
Q1 2021$5,094,000
+17.1%
33,460
-2.2%
0.99%
+8.0%
Q4 2020$4,349,000
+17.6%
34,228
-10.9%
0.91%
+6.0%
Q3 2020$3,698,000
-9.1%
38,417
-11.2%
0.86%
+2.3%
Q2 2020$4,067,000
+5.5%
43,243
+1.0%
0.84%
-5.2%
Q1 2020$3,855,000
-21.0%
42,819
+22.3%
0.89%
-13.9%
Q4 2019$4,879,000
+3.1%
35,002
-12.9%
1.03%
-0.8%
Q3 2019$4,732,000
+4.9%
40,204
-0.3%
1.04%
+6.6%
Q2 2019$4,510,000
+6.8%
40,342
-3.3%
0.98%
+9.7%
Q1 2019$4,223,000
+4.4%
41,718
+0.7%
0.89%
-2.0%
Q4 2018$4,044,000
-15.3%
41,422
-2.1%
0.91%
-3.9%
Q3 2018$4,776,000
+8.1%
42,328
-0.2%
0.94%
+2.6%
Q2 2018$4,418,000
-2.9%
42,396
+2.5%
0.92%
-4.4%
Q1 2018$4,549,000
-20.6%
41,366
-22.7%
0.96%
-12.2%
Q4 2017$5,726,000
+4.0%
53,545
-7.1%
1.10%
-0.9%
Q3 2017$5,507,000
+6.3%
57,660
+1.7%
1.11%
-12.8%
Q2 2017$5,182,000
+6.3%
56,695
+2.2%
1.27%
-16.3%
Q1 2017$4,874,000
-9.4%
55,492
-11.0%
1.52%
-10.6%
Q4 2016$5,379,000
+26.9%
62,334
-2.1%
1.70%
+20.3%
Q3 2016$4,239,000
+17.8%
63,661
+9.9%
1.41%
+12.6%
Q2 2016$3,599,000
+10.0%
57,922
+16.9%
1.25%
+2.4%
Q1 2016$3,271,000
-0.2%
49,533
-0.2%
1.22%
-0.2%
Q4 2015$3,277,00049,6311.22%
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