Foundations Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Foundations Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,502,214
+5.7%
72,419
+6.0%
0.32%
-1.8%
Q2 2023$9,934,058
+24.0%
68,303
+11.1%
0.33%
+15.0%
Q1 2023$8,014,065
+67.8%
61,500
+72.7%
0.29%
+50.5%
Q4 2022$4,775,247
+162.8%
35,610
+104.7%
0.19%
+140.5%
Q3 2022$1,817,000
+50.8%
17,392
+61.5%
0.08%
+58.0%
Q2 2022$1,205,000
+35.9%
10,772
+53.1%
0.05%
+47.1%
Q1 2022$887,000
-22.1%
7,035
+4.1%
0.03%
-20.9%
Q4 2021$1,138,000
+7.2%
6,755
+7.3%
0.04%
-6.5%
Q3 2021$1,062,000
+22.8%
6,298
+13.4%
0.05%
+12.2%
Q2 2021$865,000
-5.0%
5,552
-5.6%
0.04%
-22.6%
Q1 2021$911,000
+43.5%
5,880
+25.9%
0.05%
+26.2%
Q4 2020$635,000
+16.7%
4,671
-15.9%
0.04%
-64.7%
Q3 2020$544,000
+80.1%
5,557
+70.6%
0.12%
+340.7%
Q2 2020$302,000
+12.3%
3,258
+2.4%
0.03%
-12.9%
Q1 2020$269,000
-42.5%
3,183
-6.0%
0.03%
-46.6%
Q4 2019$468,000
+2.2%
3,385
-17.1%
0.06%
-3.3%
Q3 2019$458,000
+29.0%
4,081
+29.6%
0.06%
+13.2%
Q2 2019$355,000
+19.1%
3,150
+7.0%
0.05%
+1.9%
Q1 2019$298,0002,9450.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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