RITHOLTZ WEALTH MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
RITHOLTZ WEALTH MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,757,462
+12.5%
60,388
+12.8%
0.39%
+12.3%
Q2 2023$7,786,321
+29.8%
53,536
+16.3%
0.35%
+17.1%
Q1 2023$5,998,397
+5.5%
46,032
+8.6%
0.30%
-5.7%
Q4 2022$5,684,591
-12.4%
42,391
-31.7%
0.32%
-8.1%
Q3 2022$6,489,000
+41.1%
62,100
+52.1%
0.34%
+19.0%
Q2 2022$4,599,000
+5.0%
40,838
+27.1%
0.29%
-2.0%
Q1 2022$4,379,000
-18.1%
32,126
-4.9%
0.30%
-10.8%
Q4 2021$5,348,000
+8.0%
33,774
+11.7%
0.33%
-3.2%
Q3 2021$4,951,000
+9.1%
30,248
-0.9%
0.34%
+4.9%
Q2 2021$4,537,000
+19.0%
30,513
+20.0%
0.33%
+2.8%
Q1 2021$3,814,000
+43.0%
25,433
+18.4%
0.32%
+24.7%
Q4 2020$2,667,000
+71.0%
21,485
+32.6%
0.26%
+45.7%
Q3 2020$1,560,000
+5.8%
16,202
-5.4%
0.18%
-7.9%
Q2 2020$1,474,000
+69.2%
17,132
+77.0%
0.19%
+35.7%
Q1 2020$871,000
-42.5%
9,677
-11.0%
0.14%
-36.7%
Q4 2019$1,516,000
+29.0%
10,875
+8.9%
0.22%
+15.7%
Q3 2019$1,175,000
+31.3%
9,984
+24.7%
0.19%
+24.8%
Q2 2019$895,000
+11.9%
8,005
+1.3%
0.15%
+4.1%
Q1 2019$800,000
-12.0%
7,906
-15.1%
0.15%
-28.6%
Q4 2018$909,000
-25.2%
9,313
-13.5%
0.21%
-33.1%
Q3 2018$1,215,000
+12.4%
10,769
+3.8%
0.31%
+4.8%
Q2 2018$1,081,0000.0%10,376
+5.6%
0.29%
-4.9%
Q1 2018$1,081,000
+2.3%
9,830
-0.6%
0.31%
-1.3%
Q4 2017$1,057,000
+36.6%
9,885
+22.0%
0.31%
+7.9%
Q3 2017$774,000
+21.9%
8,102
+16.5%
0.29%
+8.6%
Q2 2017$635,000
+0.6%
6,952
-4.9%
0.27%
-17.3%
Q4 2016$631,0007,3090.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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