JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $3,277,000 | – | 49,631 | – | 1.22% | – |
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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% |