Jacobi Capital Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Jacobi Capital Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,766,468
-0.1%
46,659
+0.2%
0.76%
+1.1%
Q2 2023$6,769,910
+13.3%
46,548
+1.6%
0.76%
+6.8%
Q1 2023$5,972,636
-3.5%
45,834
-0.7%
0.71%
-8.4%
Q4 2022$6,187,047
+30.2%
46,138
+1.5%
0.77%
+18.9%
Q3 2022$4,752,000
+4.0%
45,474
+12.1%
0.65%
+7.1%
Q2 2022$4,568,000
-13.6%
40,566
+4.6%
0.61%
-3.8%
Q1 2022$5,288,000
-7.8%
38,790
+7.1%
0.63%
-7.5%
Q4 2021$5,733,000
+0.6%
36,202
+4.0%
0.68%
-5.7%
Q3 2021$5,696,000
+10.3%
34,798
+4.8%
0.72%
+6.0%
Q2 2021$5,166,000
+2.3%
33,213
+0.1%
0.68%
-8.3%
Q1 2021$5,049,000
-34.1%
33,166
-44.8%
0.74%
-38.4%
Q4 2020$7,659,000
+32.2%
60,133
+0.4%
1.21%
+18.9%
Q3 2020$5,795,000
+4.1%
59,885
+1.5%
1.02%
-2.3%
Q2 2020$5,566,000
+7.1%
58,971
+2.1%
1.04%
-6.8%
Q1 2020$5,195,000
+13.9%
57,730
+75.4%
1.12%
+34.3%
Q4 2019$4,561,000
+20.9%
32,912
+3.6%
0.83%
+11.5%
Q3 2019$3,771,000
+7.5%
31,764
+1.3%
0.75%
+4.6%
Q2 2019$3,509,000
+55.9%
31,348
+41.0%
0.71%
+24.0%
Q1 2019$2,251,000
+1.6%
22,237
-2.0%
0.58%
-5.1%
Q4 2018$2,215,000
+12.6%
22,695
+30.1%
0.61%
+15.2%
Q3 2018$1,968,000
+9.1%
17,440
+0.8%
0.53%
+1.0%
Q2 2018$1,804,000
+5.6%
17,308
+9.3%
0.52%
+1.8%
Q1 2018$1,708,000
+26.1%
15,836
+26.8%
0.51%
+16.6%
Q4 2017$1,355,000
+21.9%
12,489
+8.3%
0.44%
+16.4%
Q3 2017$1,112,000
+14.2%
11,531
+10.3%
0.38%0.0%
Q2 2017$974,000
+15.3%
10,454
+6.7%
0.38%
-12.9%
Q1 2017$845,000
+23.4%
9,801
+24.6%
0.43%
+3.6%
Q4 2016$685,000
-1.3%
7,868
-24.5%
0.42%
+27.4%
Q3 2016$694,000
+13.0%
10,417
+2.2%
0.33%
+6.8%
Q2 2016$614,00010,1970.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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