Old North State Trust, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Old North State Trust, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$621
-0.8%
4,280
-0.5%
0.48%
+4.5%
Q2 2023$626
+11.6%
4,3030.0%0.46%
+19.3%
Q1 2023$561
-3.1%
4,303
-0.3%
0.39%
+1.8%
Q4 2022$579
-99.9%
4,3150.0%0.38%
-2.3%
Q3 2022$451,000
-7.4%
4,315
+107775.0%
0.39%
-12.4%
Q2 2022$487,000
-18.2%
40.0%0.44%
-6.5%
Q1 2022$595,000
-13.9%
4
-99.9%
0.48%
-4.0%
Q4 2021$691,000
+9.5%
4,362
+13.2%
0.50%
-11.9%
Q3 2021$631,000
+5.2%
3,8550.0%0.56%
+24.3%
Q2 2021$600,000
+2.2%
3,8550.0%0.45%
-2.4%
Q1 2021$587,000
+19.8%
3,8550.0%0.46%
+22.4%
Q4 2020$490,000
-14.6%
3,855
-35.4%
0.38%
-1.8%
Q3 2020$574,000
-0.2%
5,965
-2.5%
0.39%
+5.2%
Q2 2020$575,000
+6.5%
6,116
+2.0%
0.37%
-5.9%
Q1 2020$540,000
-29.8%
5,996
+8.7%
0.39%
-6.0%
Q4 2019$769,000
+14.9%
5,514
-3.0%
0.42%
-8.6%
Q3 2019$669,000
+2.0%
5,686
-3.1%
0.45%
-4.4%
Q2 2019$656,000
+11.2%
5,866
+0.6%
0.48%
+15.3%
Q1 2019$590,000
+4.1%
5,833
+0.4%
0.41%
-28.8%
Q4 2018$567,000
-12.2%
5,811
+1.8%
0.58%
-5.1%
Q3 2018$646,0005,7080.61%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
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