Berman Capital 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
Berman Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$2,754,000
+26.9%
16,833
+20.6%
0.43%
+25.1%
Q2 2021$2,171,000
+19.4%
13,958
+16.8%
0.35%
-8.9%
Q1 2021$1,819,000
+29.8%
11,951
+8.3%
0.38%
+13.4%
Q4 2020$1,401,000
+63.1%
11,030
+23.4%
0.34%
+37.3%
Q3 2020$859,000
-28.8%
8,941
-30.4%
0.24%
-22.8%
Q2 2020$1,206,000
+14.1%
12,850
+9.2%
0.32%
-7.3%
Q1 2020$1,057,000
+23.9%
11,771
+92.1%
0.34%
+38.6%
Q4 2019$853,000
+22.4%
6,126
+3.3%
0.25%
+13.4%
Q3 2019$697,000
+2.0%
5,931
-3.0%
0.22%0.0%
Q2 2019$683,000
+29.4%
6,116
+17.1%
0.22%
+22.6%
Q1 2019$528,000
+31.3%
5,225
+26.5%
0.18%
+12.0%
Q4 2018$402,000
-55.1%
4,129
-48.0%
0.16%
-58.1%
Q3 2018$896,000
+7.2%
7,943
-1.0%
0.38%
+29.6%
Q2 2018$836,000
+1.6%
8,020
+7.2%
0.29%
-7.3%
Q1 2018$823,000
+1.0%
7,479
-1.9%
0.31%
+16.3%
Q4 2017$815,0007,6210.27%
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