SIMON QUICK ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
SIMON QUICK ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,803,713
+16.2%
19,333
+16.6%
0.26%
+18.4%
Q2 2023$2,411,842
-4.7%
16,583
-14.6%
0.22%
-18.6%
Q1 2023$2,529,815
+26.2%
19,414
+29.9%
0.27%
+15.1%
Q4 2022$2,004,800
+68.9%
14,950
+31.6%
0.24%
+41.7%
Q3 2022$1,187,000
+29.3%
11,360
+43.3%
0.17%
+40.0%
Q2 2022$918,000
+13.8%
7,929
+34.0%
0.12%
-47.6%
Q1 2022$807,000
-56.6%
5,918
-49.7%
0.23%
-54.0%
Q4 2021$1,861,000
+74.4%
11,755
+80.2%
0.50%
+81.8%
Q3 2021$1,067,000
+18.8%
6,524
+12.9%
0.27%
+15.1%
Q2 2021$898,000
+1.7%
5,778
-0.4%
0.24%
-8.5%
Q1 2021$883,000
+29.1%
5,804
+7.9%
0.26%
+26.2%
Q4 2020$684,000
+87.4%
5,381
+41.8%
0.21%
+98.1%
Q3 2020$365,000
+0.6%
3,794
-1.8%
0.10%
-24.6%
Q2 2020$363,000
-1.4%
3,863
-5.5%
0.14%
+0.7%
Q1 2020$368,000
-57.7%
4,089
-34.4%
0.14%
-56.5%
Q4 2019$869,000
+56.0%
6,237
+31.9%
0.32%
+28.0%
Q3 2019$557,000
-99.9%
4,729
+4.1%
0.25%
-4.3%
Q2 2019$507,831,000
+116108.5%
4,542
+5.2%
0.26%
+41.2%
Q1 2019$437,000
+6.6%
4,318
+2.8%
0.18%
+22.1%
Q4 2018$410,000
-9.5%
4,201
+4.6%
0.15%
-18.6%
Q3 2018$453,000
-0.2%
4,018
-7.8%
0.18%
-5.2%
Q2 2018$454,000
-26.5%
4,357
-22.4%
0.19%
-25.5%
Q1 2018$618,000
-7.6%
5,617
-2.9%
0.26%
-13.1%
Q4 2017$669,000
-42.9%
5,785
-52.8%
0.30%
-29.9%
Q3 2017$1,171,000
+132.3%
12,263
+122.2%
0.42%
+49.1%
Q2 2017$504,000
-41.7%
5,518
-44.0%
0.28%
-44.3%
Q1 2017$865,000
+19.8%
9,848
+17.7%
0.51%
-5.0%
Q4 2016$722,0008,3700.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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