Baugh & Associates, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
Baugh & Associates, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,328,390
-0.5%
36,742
-0.2%
3.33%
+3.4%
Q2 2023$5,353,130
+11.0%
36,806
+1.5%
3.22%
+4.6%
Q1 2023$4,820,747
+0.4%
36,250
+1.2%
3.08%
-1.0%
Q4 2022$4,803,000
+28.1%
35,816
-0.1%
3.11%
+17.3%
Q3 2022$3,748,000
-7.3%
35,862
-0.1%
2.65%
-2.6%
Q2 2022$4,044,000
-18.3%
35,909
-1.1%
2.72%
-6.5%
Q1 2022$4,950,000
-12.6%
36,311
+1.6%
2.91%
-6.9%
Q4 2021$5,661,000
-3.3%
35,751
-0.1%
3.13%
-12.8%
Q3 2021$5,855,000
+5.1%
35,771
-0.1%
3.58%
+3.7%
Q2 2021$5,571,000
+1.1%
35,816
-1.1%
3.46%
-5.1%
Q1 2021$5,512,000
+19.8%
36,206
-0.0%
3.64%
+10.9%
Q4 2020$4,602,000
+30.1%
36,220
-1.4%
3.28%
+18.2%
Q3 2020$3,536,000
+1.3%
36,730
-1.0%
2.78%
-0.4%
Q2 2020$3,490,000
+17.4%
37,100
+12.3%
2.78%
-3.1%
Q1 2020$2,974,000
-37.6%
33,038
-3.3%
2.88%
-17.3%
Q4 2019$4,764,000
+15.0%
34,173
-2.9%
3.48%
+8.3%
Q3 2019$4,144,000
+4.9%
35,208
-0.3%
3.21%
+2.6%
Q2 2019$3,950,000
+9.0%
35,328
-1.3%
3.13%
+7.8%
Q1 2019$3,625,000
+5.3%
35,808
+1.5%
2.90%
-2.1%
Q4 2018$3,444,000
-13.8%
35,275
-0.4%
2.97%
-7.2%
Q3 2018$3,997,000
+8.7%
35,425
+0.4%
3.20%
-0.3%
Q2 2018$3,676,000
-13.3%
35,275
-8.6%
3.21%
-6.2%
Q1 2018$4,242,000
+2.5%
38,576
-0.3%
3.42%
-2.1%
Q4 2017$4,139,00038,7013.49%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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