Mutual Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 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
Mutual Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,234,667
-0.0%
91,261
+0.3%
0.52%
+2.8%
Q2 2023$13,239,301
+17.7%
91,029
+5.4%
0.50%
+8.7%
Q1 2023$11,252,513
-1.2%
86,352
+1.7%
0.46%
-9.2%
Q4 2022$11,385,954
+32.7%
84,906
+3.4%
0.51%
+15.4%
Q3 2022$8,578,000
-0.7%
82,089
+7.0%
0.44%
-22.9%
Q2 2022$8,640,000
-8.0%
76,723
+11.3%
0.57%
+8.7%
Q1 2022$9,394,000
-1.7%
68,908
+14.1%
0.53%
+4.0%
Q4 2021$9,561,000
-1.6%
60,376
+1.7%
0.51%
-12.0%
Q3 2021$9,714,000
+18.9%
59,344
+13.0%
0.58%
+18.8%
Q2 2021$8,167,000
+12.4%
52,510
+10.0%
0.48%
-2.6%
Q1 2021$7,267,000
+21.1%
47,738
+1.1%
0.50%
+11.4%
Q4 2020$6,001,000
+11.0%
47,229
-15.9%
0.45%
-4.9%
Q3 2020$5,405,000
+21.8%
56,139
+19.0%
0.47%
+7.6%
Q2 2020$4,436,000
+34.6%
47,165
+28.8%
0.44%
-2.5%
Q1 2020$3,296,000
-22.2%
36,615
+20.5%
0.45%
-0.7%
Q4 2019$4,234,000
+29.4%
30,374
+9.2%
0.45%
+4.2%
Q3 2019$3,272,000
+10.5%
27,805
+5.0%
0.43%
+12.2%
Q2 2019$2,960,000
+8.5%
26,474
-1.7%
0.38%
-4.7%
Q1 2019$2,727,000
+10.0%
26,940
+6.1%
0.40%
-17.2%
Q4 2018$2,478,000
-7.1%
25,381
+7.3%
0.49%
+20.5%
Q3 2018$2,668,000
+36.8%
23,648
+26.3%
0.40%
-9.0%
Q2 2018$1,951,000
+1.2%
18,721
+6.8%
0.44%
-9.0%
Q1 2018$1,928,000
+19.1%
17,530
+15.8%
0.49%
-20.0%
Q4 2017$1,619,00015,1400.61%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders