IFG Advisory, 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
IFG Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,727,303
-1.8%
32,597
-1.5%
0.40%
-6.8%
Q2 2023$4,814,707
+40.4%
33,104
+25.8%
0.43%
+33.0%
Q1 2023$3,430,239
+107803.1%
26,323
+11.0%
0.32%
+1.3%
Q4 2022$3,179
-99.9%
23,710
-20.6%
0.32%
+11.6%
Q3 2022$3,120,000
+34.7%
29,860
+45.1%
0.28%
+15.4%
Q2 2022$2,317,000
-18.7%
20,580
-1.6%
0.25%
-14.6%
Q1 2022$2,850,000
-12.9%
20,907
+1.2%
0.29%
-9.7%
Q4 2021$3,271,000
-0.6%
20,661
+2.8%
0.32%
-10.1%
Q3 2021$3,290,000
+6.7%
20,103
+1.5%
0.36%
+3.5%
Q2 2021$3,082,000
-12.2%
19,815
-14.1%
0.34%
-21.5%
Q1 2021$3,512,000
+15.9%
23,074
-3.3%
0.44%
+4.0%
Q4 2020$3,031,000
+29.4%
23,857
-2.0%
0.42%
+10.8%
Q3 2020$2,342,000
+3.5%
24,332
+1.1%
0.38%
-7.1%
Q2 2020$2,263,000
+17.5%
24,060
+12.4%
0.41%
-5.1%
Q1 2020$1,926,000
-31.8%
21,400
+5.7%
0.43%
-16.5%
Q4 2019$2,822,000
+14.9%
20,244
-3.0%
0.52%
+8.2%
Q3 2019$2,455,000
-12.9%
20,865
-26.1%
0.48%
-4.8%
Q2 2019$2,819,000
+6.7%
28,242
-6.0%
0.50%
-1.2%
Q1 2019$2,643,000
+14.2%
30,043
+6.9%
0.51%
-7.2%
Q4 2018$2,314,000
-24.1%
28,102
-13.9%
0.54%
-4.9%
Q3 2018$3,050,000
-2.9%
32,629
-9.9%
0.57%
-11.3%
Q2 2018$3,141,000
-2.1%
36,200
+3.8%
0.65%
-9.5%
Q1 2018$3,210,000
-2.5%
34,879
-5.6%
0.71%
-3.6%
Q4 2017$3,291,00036,9600.74%
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