Fortis Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

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
Fortis Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$72,510
-0.3%
5000.0%0.05%
+4.1%
Q2 2023$72,720
-72.1%
500
-75.0%
0.05%
-71.2%
Q1 2023$260,620
-2.8%
2,0000.0%0.17%
-16.7%
Q4 2022$268,200
+28.3%
2,0000.0%0.20%
+36.9%
Q3 2022$209,000
-7.1%
2,0000.0%0.15%0.0%
Q2 2022$225,000
-42.0%
2,000
-29.8%
0.15%
-30.0%
Q1 2022$388,000
-14.0%
2,8470.0%0.21%
-18.7%
Q4 2021$451,000
-2.4%
2,847
+0.9%
0.26%
-7.1%
Q3 2021$462,000
+5.2%
2,8220.0%0.28%
+11.0%
Q2 2021$439,000
+2.1%
2,8220.0%0.25%
-17.0%
Q1 2021$430,000
+19.8%
2,8220.0%0.31%
-3.5%
Q4 2020$359,000
+36.5%
2,822
+3.3%
0.32%
+29.4%
Q3 2020$263,000
-40.1%
2,732
-41.5%
0.24%
-43.7%
Q2 2020$439,000
+0.2%
4,671
-4.0%
0.44%
+48.5%
Q1 2020$438,000
-37.6%
4,864
-3.5%
0.29%
-30.9%
Q4 2019$702,000
+18.2%
5,0390.0%0.42%
+52.0%
Q3 2019$594,000
-24.5%
5,039
-28.4%
0.28%
-27.0%
Q2 2019$787,000
+10.4%
7,0390.0%0.38%
+2.1%
Q1 2019$713,000
+2.7%
7,039
-1.1%
0.37%
-11.0%
Q4 2018$694,000
-13.6%
7,1140.0%0.42%
-6.9%
Q3 2018$803,000
+7.6%
7,114
-0.7%
0.45%
+5.1%
Q2 2018$746,000
-0.5%
7,164
+5.0%
0.43%
+3.9%
Q1 2018$750,000
+1.4%
6,820
-1.4%
0.41%
-9.0%
Q4 2017$740,000
+9.3%
6,920
-2.5%
0.45%
-3.2%
Q3 2017$677,000
-54.1%
7,096
-53.1%
0.47%
-59.0%
Q2 2017$1,474,000
+4.4%
15,115
-6.2%
1.14%
-10.5%
Q1 2017$1,412,000
+124.1%
16,115
+120.8%
1.28%
+90.2%
Q4 2016$630,0007,2980.67%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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