Nicholas Hoffman & Company, 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
Nicholas Hoffman & Company, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,857,073
+0.6%
12,806
+0.9%
0.14%
+90.3%
Q2 2023$1,846,572
+16.9%
12,696
+4.7%
0.07%
-49.3%
Q1 2023$1,579,886
-3.0%
12,124
-0.2%
0.14%
-18.9%
Q4 2022$1,628,492
+26.3%
12,144
-1.5%
0.18%
+186.9%
Q3 2022$1,289,000
-9.2%
12,331
-2.2%
0.06%
-7.6%
Q2 2022$1,420,000
-15.1%
12,608
+2.8%
0.07%
-1.5%
Q1 2022$1,672,000
-16.1%
12,262
-2.6%
0.07%
+4.7%
Q4 2021$1,994,000
+0.6%
12,594
+3.9%
0.06%
-81.6%
Q3 2021$1,983,000
+7.2%
12,116
+1.9%
0.35%
+4.2%
Q2 2021$1,850,000
+18.9%
11,895
+16.4%
0.33%
+6.4%
Q1 2021$1,556,000
+15.6%
10,219
-3.5%
0.31%
+1.3%
Q4 2020$1,346,000
+36.5%
10,592
+3.5%
0.31%
+18.8%
Q3 2020$986,000
-15.2%
10,237
-17.2%
0.26%
-22.1%
Q2 2020$1,163,000
+25.9%
12,368
+20.5%
0.34%
+7.7%
Q1 2020$924,000
-32.7%
10,268
+4.3%
0.31%
-17.9%
Q4 2019$1,373,000
+49.6%
9,849
+26.3%
0.38%
+35.8%
Q3 2019$918,000
-52.4%
7,796
-54.8%
0.28%
-7.0%
Q2 2019$1,930,000
+121.3%
17,260
+100.3%
0.30%
+7.1%
Q1 2019$872,000
+12.7%
8,617
+8.6%
0.28%
+5.3%
Q4 2018$774,000
-60.1%
7,934
-53.8%
0.27%
-18.4%
Q3 2018$1,938,000
+91.3%
17,174
+76.7%
0.33%
-12.4%
Q2 2018$1,013,000
+0.1%
9,718
+5.6%
0.37%
-5.6%
Q1 2018$1,012,000
+36.9%
9,201
+33.1%
0.39%
+35.9%
Q4 2017$739,000
+12.3%
6,912
+0.3%
0.29%
+4.7%
Q3 2017$658,000
+7.5%
6,889
+2.8%
0.28%
-0.4%
Q2 2017$612,000
-4.2%
6,700
-7.9%
0.28%
-7.3%
Q1 2017$639,000
-5.5%
7,271
-6.2%
0.30%
-12.0%
Q4 2016$676,000
+30.8%
7,754
-0.1%
0.34%
+20.5%
Q3 2016$517,000
+63.6%
7,763
+52.5%
0.28%
+54.6%
Q2 2016$316,0005,0890.18%
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