AE Wealth Management 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
AE Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$67,225,143
+6.6%
463,558
+6.9%
0.40%
+6.1%
Q2 2023$63,043,307
+38.4%
433,466
+24.0%
0.38%
+29.4%
Q1 2023$45,540,870
+0.8%
349,481
+3.7%
0.29%
-10.4%
Q4 2022$45,200,881
+40.5%
337,068
+9.5%
0.33%
+28.2%
Q3 2022$32,162,000
+30.4%
307,770
+40.6%
0.26%
+29.4%
Q2 2022$24,656,000
-10.1%
218,946
+8.8%
0.20%
+4.8%
Q1 2022$27,438,000
-17.4%
201,274
-4.0%
0.19%
-19.0%
Q4 2021$33,201,000
-10.7%
209,669
-8.9%
0.23%
-24.2%
Q3 2021$37,175,000
+12.8%
230,098
+7.1%
0.31%
+6.2%
Q2 2021$32,954,000
+23.0%
214,889
+22.1%
0.29%
+6.7%
Q1 2021$26,784,000
+29.7%
175,943
+8.3%
0.27%
+15.4%
Q4 2020$20,647,000
+34.2%
162,486
+1.7%
0.23%
+6.4%
Q3 2020$15,384,000
+6.4%
159,802
+3.9%
0.22%
-1.8%
Q2 2020$14,465,000
+13.2%
153,788
+8.3%
0.22%
-23.8%
Q1 2020$12,782,000
-26.1%
141,972
+14.5%
0.29%
-21.6%
Q4 2019$17,289,000
+26.1%
124,027
+6.4%
0.38%
-5.3%
Q3 2019$13,714,000
+11.7%
116,530
+6.1%
0.40%
+7.3%
Q2 2019$12,283,000
+167.3%
109,863
+142.0%
0.37%
+15.7%
Q1 2019$4,596,000
+22.8%
45,400
+18.4%
0.32%
-50.2%
Q4 2018$3,744,000
-13.3%
38,354
+0.2%
0.64%
+169.3%
Q3 2018$4,320,000
+44.3%
38,287
+33.3%
0.24%
+16.7%
Q2 2018$2,993,000
-7.1%
28,728
-2.0%
0.20%
-18.1%
Q1 2018$3,223,000
+21.0%
29,305
+17.7%
0.25%
+6.0%
Q4 2017$2,663,000
+13.7%
24,905
+1.6%
0.24%
+8.3%
Q3 2017$2,342,000
+63.8%
24,517
+56.7%
0.22%
+26.9%
Q2 2017$1,430,000
+75.0%
15,643
+68.1%
0.17%
+13.2%
Q1 2017$817,000
+157.7%
9,304
+152.9%
0.15%
+18.0%
Q4 2016$317,0003,6790.13%
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