JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $677,389 | -0.3% | 4,671 | 0.0% | 0.56% | +7.3% |
Q2 2023 | $679,350 | -45.0% | 4,671 | -50.0% | 0.52% | -1.9% |
Q1 2023 | $1,235,059 | +97.2% | 9,342 | +100.0% | 0.53% | -5.9% |
Q4 2022 | $626,381 | +28.4% | 4,671 | 0.0% | 0.56% | +18.8% |
Q3 2022 | $488,000 | -7.0% | 4,671 | +0.2% | 0.47% | 0.0% |
Q2 2022 | $525,000 | -17.3% | 4,661 | 0.0% | 0.47% | -2.7% |
Q1 2022 | $635,000 | -14.0% | 4,661 | 0.0% | 0.49% | -9.8% |
Q4 2021 | $738,000 | -3.3% | 4,661 | 0.0% | 0.54% | -14.6% |
Q3 2021 | $763,000 | +7.5% | 4,661 | 0.0% | 0.63% | +1.1% |
Q1 2021 | $710,000 | +19.9% | 4,661 | 0.0% | 0.62% | +18.4% |
Q4 2020 | $592,000 | -9.8% | 4,661 | -31.6% | 0.53% | -16.5% |
Q3 2020 | $656,000 | -5.3% | 6,811 | -7.5% | 0.63% | -13.6% |
Q2 2020 | $693,000 | +4.5% | 7,366 | 0.0% | 0.73% | -14.7% |
Q1 2020 | $663,000 | -35.4% | 7,366 | 0.0% | 0.86% | -10.2% |
Q4 2019 | $1,027,000 | +18.5% | 7,366 | 0.0% | 0.95% | +9.7% |
Q3 2019 | $867,000 | +5.2% | 7,366 | 0.0% | 0.87% | +6.6% |
Q2 2019 | $824,000 | +10.5% | 7,366 | 0.0% | 0.82% | +8.8% |
Q1 2019 | $746,000 | +2.8% | 7,366 | -1.0% | 0.75% | -8.1% |
Q4 2018 | $726,000 | -13.6% | 7,441 | 0.0% | 0.82% | +4.8% |
Q3 2018 | $840,000 | +8.4% | 7,441 | 0.0% | 0.78% | +3.7% |
Q2 2018 | $775,000 | -5.3% | 7,441 | 0.0% | 0.75% | -6.5% |
Q1 2018 | $818,000 | +2.8% | 7,441 | 0.0% | 0.80% | +585.5% |
Q4 2017 | $796,000 | – | 7,441 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |