Kovack Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,204 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 1.00 and the average weighting 1.2%.

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
Kovack Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,906,103
-0.4%
33,831
-0.1%
0.68%
+8.4%
Q2 2023$4,923,378
+50.2%
33,852
+34.1%
0.63%
+41.2%
Q1 2023$3,278,439
-3.9%
25,252
-0.8%
0.45%
-10.4%
Q4 2022$3,411,840
+23.8%
25,443
-3.5%
0.50%
+23.2%
Q3 2022$2,755,000
+25.7%
26,366
+35.5%
0.40%
+40.1%
Q2 2022$2,191,000
-24.1%
19,456
-8.1%
0.29%
-2.4%
Q1 2022$2,885,000
-20.8%
21,170
-8.0%
0.30%
-15.9%
Q4 2021$3,642,000
-7.7%
23,002
-4.5%
0.35%
-17.9%
Q3 2021$3,945,000
+15.4%
24,098
+9.6%
0.43%
+10.3%
Q2 2021$3,419,000
+9.3%
21,982
+7.0%
0.39%
-4.4%
Q1 2021$3,128,000
+20.1%
20,549
+0.3%
0.41%
+8.5%
Q4 2020$2,604,000
+20.3%
20,490
-8.9%
0.38%
-2.6%
Q3 2020$2,164,000
+2.7%
22,483
+0.3%
0.38%
-6.1%
Q2 2020$2,108,000
+1.7%
22,410
-2.6%
0.41%
-14.4%
Q1 2020$2,072,000
-26.4%
23,012
+13.9%
0.48%
-5.0%
Q4 2019$2,817,000
+30.8%
20,207
+10.4%
0.50%
+14.0%
Q3 2019$2,154,000
+22.6%
18,296
+16.5%
0.44%
+10.2%
Q2 2019$1,757,000
+11.7%
15,706
+1.2%
0.40%
+2.3%
Q1 2019$1,573,000
+11.8%
15,522
+7.7%
0.39%
-4.6%
Q4 2018$1,407,000
-22.2%
14,411
-10.0%
0.41%
-12.0%
Q3 2018$1,808,000
+21.2%
16,012
+11.8%
0.47%
+12.0%
Q2 2018$1,492,000
-6.1%
14,317
-0.9%
0.42%
+4.5%
Q1 2018$1,589,000
+23.4%
14,452
+20.0%
0.40%
+22.4%
Q4 2017$1,288,000
+15.1%
12,046
+2.9%
0.33%
-12.1%
Q3 2017$1,119,000
+42.2%
11,703
+36.0%
0.37%
+49.6%
Q2 2017$787,000
-8.0%
8,608
-11.5%
0.25%
-25.5%
Q1 2017$855,000
-7.6%
9,725
-9.3%
0.33%
-24.3%
Q4 2016$925,000
+14.6%
10,718
-11.6%
0.44%
+12.0%
Q3 2016$807,000
+56.1%
12,121
+45.7%
0.39%
+43.4%
Q2 2016$517,000
+18.3%
8,322
+12.8%
0.27%
+0.4%
Q1 2016$437,000
-11.4%
7,379
-1.4%
0.27%
-16.0%
Q4 2015$493,000
+71.8%
7,480
+58.6%
0.32%
+62.5%
Q3 2015$287,000
-0.3%
4,717
-33.4%
0.20%
-88.7%
Q3 2012$288,0007,0841.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2017
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders