Phoenix Holdings Ltd. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Phoenix Holdings Ltd. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$25,178,532
+10.8%
173,423
+10.9%
0.46%
-0.6%
Q2 2023$22,717,190
-42.9%
156,321
-48.8%
0.46%
-47.8%
Q1 2023$39,759,248
-72.4%
305,284
-71.5%
0.89%
-68.1%
Q4 2022$143,860,825
+205.5%
1,072,881
+141.9%
2.78%
+168.3%
Q3 2022$47,084,000
-6.0%
443,504
-0.3%
1.04%
+1.3%
Q2 2022$50,104,000
-1.3%
444,889
+19.6%
1.02%
+20.2%
Q1 2022$50,745,000
-24.0%
371,901
-11.8%
0.85%
-22.5%
Q4 2021$66,774,000
-39.0%
421,610
-37.0%
1.10%
-42.0%
Q3 2021$109,520,000
+3.8%
668,998
-1.4%
1.90%
-5.5%
Q2 2021$105,557,000
+145.9%
678,710
+140.7%
2.01%
+107.1%
Q1 2021$42,925,000
+20.2%
281,952
+0.2%
0.97%
+1.4%
Q4 2020$35,708,000
+41.2%
281,471
+1.0%
0.96%
-9.6%
Q3 2020$25,289,000
+8.7%
278,656
+6.9%
1.06%
+7.3%
Q2 2020$23,271,000
+19.4%
260,580
+18.4%
0.99%0.0%
Q1 2020$19,485,000
-40.6%
220,050
-7.2%
0.99%
-28.0%
Q4 2019$32,810,000
+23.2%
237,000
-0.0%
1.37%
+8.6%
Q3 2019$26,621,000237,1031.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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