UNIO CAPITAL 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
UNIO CAPITAL LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$215,355
-0.3%
1,4850.0%0.12%
+6.4%
Q2 2023$215,978
-25.1%
1,485
-32.9%
0.11%
-28.6%
Q1 2023$288,376
-2.8%
2,2130.0%0.15%
-6.7%
Q4 2022$296,763
-25.8%
2,213
-42.2%
0.16%
-31.8%
Q3 2022$400,000
-7.2%
3,8260.0%0.24%
-2.4%
Q2 2022$431,000
-41.1%
3,826
-28.8%
0.25%
-21.5%
Q1 2022$732,000
-13.9%
5,3700.0%0.32%
+7800.0%
Q4 2021$850,000
-7.3%
5,370
-4.2%
0.00%
-99.0%
Q3 2021$917,000
-26.8%
5,603
-30.4%
0.41%
-26.9%
Q2 2021$1,252,000
+28.3%
8,045
+25.5%
0.56%
+20.8%
Q1 2021$976,000
+18.9%
6,411
-0.7%
0.46%
+14.4%
Q4 2020$821,000
+10.6%
6,459
-13.2%
0.40%
+0.7%
Q3 2020$742,000
+6.8%
7,437
+0.7%
0.40%
-4.5%
Q2 2020$695,000
+4.5%
7,3870.0%0.42%
-10.4%
Q1 2020$665,000
-17.9%
7,387
+27.2%
0.47%
-1.3%
Q4 2019$810,000
+27.6%
5,808
+7.6%
0.48%
+16.7%
Q3 2019$635,000
+83.5%
5,399
+77.0%
0.41%
+89.3%
Q2 2019$346,000
-6.2%
3,050
-16.4%
0.22%
-16.7%
Q1 2019$369,000
+3.7%
3,6500.0%0.26%
-8.2%
Q4 2018$356,000
-29.1%
3,650
-18.0%
0.28%
-14.6%
Q3 2018$502,000
+0.4%
4,450
-7.3%
0.33%
-12.5%
Q2 2018$500,000
-10.9%
4,800
-5.9%
0.38%
-19.5%
Q1 2018$561,000
-13.2%
5,100
-15.6%
0.47%
-13.2%
Q4 2017$646,0006,0400.54%
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