Alera Investment Advisors, LLC - 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
Alera Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,188,339
-0.9%
8,194
-0.6%
0.20%
-24.0%
Q2 2023$1,198,553
+17.5%
8,240
+5.3%
0.26%
+9.8%
Q1 2023$1,019,847
-20.9%
7,826
-18.6%
0.24%
-23.0%
Q4 2022$1,289,599
+22.8%
9,616
-4.2%
0.30%
+2.7%
Q3 2022$1,050,000
-16.0%
10,036
-9.5%
0.30%
-15.1%
Q2 2022$1,250,000
-20.7%
11,095
-4.0%
0.35%
-3.0%
Q1 2022$1,576,000
+99.2%
11,554
+131.3%
0.36%
+66.4%
Q4 2021$791,000
-11.7%
4,995
-9.5%
0.22%
-18.1%
Q3 2021$896,000
-8.7%
5,521
-13.5%
0.26%
-10.2%
Q2 2021$981,000
+3.2%
6,381
+2.1%
0.30%
-5.8%
Q1 2021$951,000
+19.3%
6,250
-0.3%
0.31%
+11.4%
Q4 2020$797,000
+68.5%
6,269
+27.6%
0.28%
+49.5%
Q3 2020$473,000
+5.3%
4,913
+2.9%
0.19%
-20.3%
Q2 2020$449,000
+1.8%
4,775
-2.4%
0.24%
-11.6%
Q1 2020$441,000
-40.6%
4,894
-8.0%
0.27%
-21.0%
Q4 2019$742,000
-7.7%
5,322
-22.1%
0.34%
-15.1%
Q3 2019$804,000
+5.1%
6,830
-0.2%
0.40%
+1.5%
Q2 2019$765,000
+19.0%
6,842
+7.7%
0.39%
+25.2%
Q1 2019$643,000
-8.3%
6,353
-11.6%
0.31%
-26.7%
Q4 2018$701,0007,1850.43%
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