SeaCrest Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
SeaCrest Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,641,369
-16.8%
32,005
-16.5%
0.60%
-14.3%
Q2 2023$5,575,262
+28.3%
38,334
+15.0%
0.70%
+19.5%
Q1 2023$4,344,903
-4.1%
33,343
-1.3%
0.59%
-9.4%
Q4 2022$4,531,752
+31.0%
33,794
+2.1%
0.65%
+23.8%
Q3 2022$3,459,000
-7.2%
33,102
-0.0%
0.52%
+11.9%
Q2 2022$3,729,000
-17.1%
33,113
+0.3%
0.47%
-9.3%
Q1 2022$4,498,000
-13.8%
32,998
+0.1%
0.52%
-9.8%
Q4 2021$5,221,000
-4.4%
32,972
-1.2%
0.57%
-13.1%
Q3 2021$5,462,000
+8.2%
33,370
+2.9%
0.66%
+8.4%
Q2 2021$5,046,000
+1.9%
32,441
-0.2%
0.61%
-7.3%
Q1 2021$4,951,000
+24.0%
32,522
+3.5%
0.66%
+16.9%
Q4 2020$3,993,000
+32.7%
31,421
+0.5%
0.56%
+16.4%
Q3 2020$3,010,000
+1.1%
31,269
-1.2%
0.48%
-6.2%
Q2 2020$2,976,000
+3.7%
31,639
-0.8%
0.51%
-16.7%
Q1 2020$2,871,000
-32.6%
31,887
+4.3%
0.62%
-13.6%
Q4 2019$4,261,000
+17.9%
30,569
-0.5%
0.71%
+5.5%
Q3 2019$3,615,000
+12.9%
30,714
+7.2%
0.68%
+3.8%
Q2 2019$3,203,000
+21.6%
28,653
+10.1%
0.65%
+44.2%
Q1 2019$2,633,000
+7.0%
26,014
+3.2%
0.45%
-10.8%
Q4 2018$2,461,000
-20.7%
25,210
-8.3%
0.51%
-3.4%
Q3 2018$3,103,000
+10.7%
27,499
+2.2%
0.52%
+4.0%
Q2 2018$2,804,000
-4.6%
26,908
+0.7%
0.50%
-6.3%
Q1 2018$2,940,000
+3.6%
26,731
+0.7%
0.54%
+3.9%
Q4 2017$2,839,00026,5470.52%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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