TLWM - 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
TLWM ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,201,061
+4.0%
8,282
+4.3%
0.32%
-4.5%
Q2 2023$1,155,378
+11.9%
7,944
+0.2%
0.33%
+1.5%
Q1 2023$1,032,705
-3.8%
7,925
-1.0%
0.33%
-15.7%
Q4 2022$1,073,339
+73.7%
8,004
+152.2%
0.39%
+43.0%
Q3 2022$618,000
-28.1%
3,174
-58.4%
0.27%
-17.3%
Q2 2022$859,000
-17.8%
7,629
-0.7%
0.33%
-9.6%
Q1 2022$1,045,000
-8.1%
7,682
+7.0%
0.36%
-4.5%
Q4 2021$1,137,000
-22.5%
7,181
-19.9%
0.38%
-31.6%
Q3 2021$1,467,000
+11.1%
8,962
+5.4%
0.56%
+17.8%
Q2 2021$1,320,000
+2.6%
8,506
+0.9%
0.47%
-3.1%
Q1 2021$1,287,000
+24.8%
8,432
+4.0%
0.49%
+18.4%
Q4 2020$1,031,000
+76.8%
8,110
+36.4%
0.41%
+49.3%
Q3 2020$583,000
+8.2%
5,946
+3.9%
0.28%
-13.2%
Q2 2020$539,000
+3.7%
5,722
-0.3%
0.32%
+4.3%
Q1 2020$520,000
-32.8%
5,740
+3.5%
0.30%
-18.0%
Q4 2019$774,000
-3.6%
5,545
-19.0%
0.37%
-9.9%
Q3 2019$803,000
+2.4%
6,845
-2.9%
0.41%
-8.4%
Q2 2019$784,000
+5.0%
7,048
-5.2%
0.45%
+7.6%
Q1 2019$747,000
-3.9%
7,431
-4.6%
0.42%
-11.0%
Q4 2018$777,000
-10.8%
7,787
+0.9%
0.47%
-7.1%
Q3 2018$871,000
+15.4%
7,721
+5.8%
0.51%
+7.4%
Q2 2018$755,000
-6.9%
7,300
-1.1%
0.47%
-12.4%
Q1 2018$811,000
+5.9%
7,382
+3.0%
0.54%
-9.4%
Q4 2017$766,0007,1660.60%
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