BHK Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
BHK Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,493,542
-10.7%
10,299
-10.5%
0.69%
-4.1%
Q2 2023$1,673,169
+8.3%
11,504
-3.0%
0.72%
+6.1%
Q1 2023$1,545,529
+4.6%
11,860
+7.7%
0.68%
-18.8%
Q4 2022$1,477,217
+17.6%
11,016
-8.4%
0.83%
+31.7%
Q3 2022$1,256,000
-3.4%
12,024
+4.1%
0.63%
+8.0%
Q2 2022$1,300,000
-4.3%
11,548
+16.0%
0.58%
+2.8%
Q1 2022$1,358,000
-11.0%
9,958
+3.4%
0.57%
-5.6%
Q4 2021$1,525,000
-6.8%
9,632
-3.7%
0.60%
-10.7%
Q3 2021$1,637,000
+5.3%
10,003
+0.0%
0.67%
+6.1%
Q2 2021$1,555,000
+13.8%
10,000
-7.0%
0.64%0.0%
Q1 2021$1,367,000
+1.0%
10,758
+0.9%
0.64%
+0.5%
Q4 2020$1,354,000
+34.2%
10,658
+1.7%
0.63%
+11.3%
Q3 2020$1,009,000
+6.4%
10,482
+4.0%
0.57%
+1.4%
Q2 2020$948,000
+76.2%
10,076
+68.6%
0.56%
+46.2%
Q1 2020$538,000
-23.6%
5,976
+18.2%
0.38%
-4.5%
Q4 2019$704,000
-3.6%
5,054
-18.5%
0.40%
-5.0%
Q3 2019$730,000
+9.3%
6,203
+3.7%
0.42%
+11.1%
Q2 2019$668,000
+32.5%
5,979
+20.1%
0.38%
+24.2%
Q1 2019$504,000
+18.9%
4,977
+14.6%
0.31%
-4.1%
Q4 2018$424,000
-9.8%
4,342
+4.1%
0.32%
+0.9%
Q3 2018$470,000
+8.8%
4,170
+0.6%
0.32%
+5.0%
Q2 2018$432,000
-11.5%
4,147
-6.6%
0.30%
-16.4%
Q1 2018$488,000
+43.1%
4,440
+39.4%
0.36%
+25.0%
Q4 2017$341,0003,1860.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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