Independent Advisor Alliance - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Independent Advisor Alliance ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$27,043,956
+4.9%
186,484
+5.2%
1.22%
+7.7%
Q2 2023$25,792,865
+17.3%
177,344
+5.1%
1.14%
+7.2%
Q1 2023$21,986,181
+2730.2%
168,722
-6.3%
1.06%
+297.0%
Q4 2022$776,833
-95.9%
180,078
-0.0%
0.27%
-75.7%
Q3 2022$18,821,000
-5.9%
180,097
+1.4%
1.10%
-1.7%
Q2 2022$19,997,000
-16.4%
177,580
+1.2%
1.12%
-3.0%
Q1 2022$23,915,000
-3.2%
175,431
+12.4%
1.15%
-5.6%
Q4 2021$24,713,000
-1.9%
156,068
+1.4%
1.22%
-13.0%
Q3 2021$25,201,000
-1.1%
153,957
-6.0%
1.40%
+0.4%
Q2 2021$25,473,000
+0.4%
163,775
-1.7%
1.40%
-7.2%
Q1 2021$25,360,000
+30.3%
166,587
+9.3%
1.50%
+13.9%
Q4 2020$19,463,000
+46.3%
152,481
+10.4%
1.32%
+30.8%
Q3 2020$13,304,000
+34.7%
138,159
+31.7%
1.01%
-4.4%
Q2 2020$9,876,000
+22.4%
104,905
+17.1%
1.06%
-10.1%
Q1 2020$8,071,000
-33.0%
89,615
+3.7%
1.18%
+123.4%
Q4 2019$12,045,000
+11.2%
86,403
-4.8%
0.53%
-60.2%
Q3 2019$10,833,000
+23.2%
90,798
+0.4%
1.32%
+3.9%
Q2 2019$8,794,000
+0.8%
90,433
+5.0%
1.27%
+3.8%
Q1 2019$8,722,000
+8.3%
86,158
+4.8%
1.23%
-14.0%
Q4 2018$8,057,000
+12.6%
82,196
+22.0%
1.43%
+10.6%
Q3 2018$7,157,000
+16.2%
67,399
+7.0%
1.29%
+0.6%
Q2 2018$6,157,000
-24.7%
63,013
-17.0%
1.28%
-29.7%
Q1 2018$8,181,000
+10.5%
75,916
+11.2%
1.82%
+10.2%
Q4 2017$7,406,000
+20.9%
68,255
+7.4%
1.65%
-1.8%
Q3 2017$6,126,000
+6.6%
63,540
+3.1%
1.68%
-8.0%
Q2 2017$5,745,000
+48.2%
61,653
+37.0%
1.83%
+198.0%
Q1 2017$3,877,000
+26.5%
44,987
+22.4%
0.61%
-53.3%
Q4 2016$3,065,00036,7441.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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