BFSG, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
BFSG, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,501
+13.8%
31,034
+14.1%
0.73%
+8.6%
Q2 2023$3,955
+13.0%
27,192
+1.3%
0.67%
+4.0%
Q1 2023$3,499
-1.4%
26,850
+1.5%
0.65%
-9.0%
Q4 2022$3,548
-99.9%
26,460
-1.9%
0.71%
+18.5%
Q3 2022$2,819,000
-7.3%
26,980
-0.1%
0.60%
+9.3%
Q2 2022$3,040,000
-12.4%
26,998
+6.0%
0.55%
-0.4%
Q1 2022$3,471,000
-15.7%
25,464
-2.1%
0.55%
-3.8%
Q4 2021$4,117,000
+3.9%
25,998
+7.4%
0.57%
-5.5%
Q3 2021$3,961,000
+6.2%
24,200
+0.9%
0.60%
-9.7%
Q2 2021$3,730,000
+6.4%
23,980
+4.1%
0.67%
+18.0%
Q1 2021$3,506,000
+36.6%
23,030
+14.0%
0.57%
+33.3%
Q4 2020$2,567,000
+33.4%
20,198
+1.1%
0.43%
+19.0%
Q3 2020$1,924,000
+8.6%
19,983
+6.1%
0.36%
-6.3%
Q2 2020$1,772,000
+10.8%
18,841
+6.0%
0.38%
-7.1%
Q1 2020$1,600,000
-33.2%
17,773
+3.4%
0.41%
-9.1%
Q4 2019$2,396,000
+22.6%
17,189
+3.5%
0.45%
+4.4%
Q3 2019$1,954,000
+4.5%
16,609
-0.7%
0.43%
-40.6%
Q2 2019$1,870,000
+17.3%
16,727
+6.3%
0.73%
+22.1%
Q1 2019$1,594,000
+4.7%
15,742
+1.0%
0.60%
-13.6%
Q4 2018$1,522,000
-12.5%
15,592
+1.2%
0.69%
-5.7%
Q3 2018$1,739,000
+16.1%
15,410
+7.1%
0.73%
+11.4%
Q2 2018$1,498,000
+35.7%
14,384
+43.3%
0.66%
+34.3%
Q1 2018$1,104,000
+14.9%
10,035
+11.6%
0.49%
+20.7%
Q4 2017$961,000
+6.4%
8,989
-4.9%
0.41%
-0.2%
Q3 2017$903,000
+3.4%
9,454
-1.0%
0.41%
-5.1%
Q2 2017$873,000
+0.7%
9,554
-3.2%
0.43%
-1.6%
Q1 2017$867,0009,8690.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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