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 | $794,275 | -7.5% | 5,477 | -7.2% | 0.35% | -5.7% |
| Q2 2023 | $858,387 | +11.4% | 5,902 | -0.2% | 0.37% | +3.1% |
| Q1 2023 | $770,523 | -2.6% | 5,913 | +0.2% | 0.36% | -13.6% |
| Q4 2022 | $791,458 | +30.4% | 5,902 | +1.7% | 0.41% | +16.4% |
| Q3 2022 | $607,000 | -11.6% | 5,805 | -4.8% | 0.35% | -10.6% |
| Q2 2022 | $687,000 | -17.3% | 6,097 | 0.0% | 0.40% | -22.4% |
| Q1 2022 | $831,000 | +4.8% | 6,097 | -1.1% | 0.51% | -18.0% |
| Q4 2021 | $793,000 | -20.5% | 6,166 | +1.1% | 0.62% | +4.9% |
| Q3 2021 | $998,000 | +4.1% | 6,097 | -1.1% | 0.59% | -6.0% |
| Q2 2021 | $959,000 | +1.2% | 6,166 | -1.0% | 0.63% | -7.7% |
| Q1 2021 | $948,000 | +23.8% | 6,228 | +3.3% | 0.68% | +13.8% |
| Q4 2020 | $766,000 | +33.0% | 6,028 | +0.8% | 0.60% | +13.8% |
| Q3 2020 | $576,000 | -1.4% | 5,978 | 0.0% | 0.53% | -6.4% |
| Q2 2020 | $584,000 | +7.6% | 5,978 | 0.0% | 0.56% | -2.9% |
| Q1 2020 | $543,000 | -35.6% | 5,978 | -3.4% | 0.58% | -29.7% |
| Q4 2019 | $843,000 | +16.1% | 6,188 | -0.8% | 0.83% | +7.0% |
| Q3 2019 | $726,000 | +1.5% | 6,238 | 0.0% | 0.77% | +2.8% |
| Q2 2019 | $715,000 | -1.2% | 6,238 | 0.0% | 0.75% | -3.3% |
| Q1 2019 | $724,000 | +11.7% | 6,238 | 0.0% | 0.78% | -0.6% |
| Q4 2018 | $648,000 | – | 6,238 | – | 0.78% | – |
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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% |