Edge Capital Group, 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
Edge Capital Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,074,505
-27.8%
48,783
-27.6%
0.46%
-18.5%
Q2 2023$9,798,147
-29.0%
67,369
-36.4%
0.56%
-33.8%
Q1 2023$13,806,962
+19.4%
105,955
+22.8%
0.85%
+5.3%
Q4 2022$11,567,743
+11.2%
86,262
-13.4%
0.81%
-5.6%
Q3 2022$10,406,000
+18.0%
99,578
+27.1%
0.86%
+12.3%
Q2 2022$8,821,000
-19.7%
78,330
-2.8%
0.76%
+1.2%
Q1 2022$10,983,000
-27.2%
80,571
-15.4%
0.75%
-29.6%
Q4 2021$15,088,000
-31.3%
95,283
-28.9%
1.07%
-38.7%
Q3 2021$21,949,000
+4.5%
134,092
-0.7%
1.75%
+4.1%
Q2 2021$21,003,000
-12.7%
135,031
-14.6%
1.68%
-16.7%
Q1 2021$24,062,000
+14.2%
158,061
-4.7%
2.02%
+13.5%
Q4 2020$21,079,000
+38.7%
165,883
+5.1%
1.78%
+16.9%
Q3 2020$15,194,000
+8.2%
157,829
+5.7%
1.52%
+3.3%
Q2 2020$14,041,000
+19.8%
149,282
+14.6%
1.47%
+5.0%
Q1 2020$11,725,000
+186.0%
130,230
+342.9%
1.40%
+250.6%
Q4 2019$4,099,000
+16.9%
29,402
-1.3%
0.40%
+12.4%
Q3 2019$3,506,000
+6.4%
29,788
+1.1%
0.36%
+12.3%
Q2 2019$3,294,000
+19.7%
29,460
+8.3%
0.32%
+16.6%
Q1 2019$2,753,000
+32.7%
27,192
+28.0%
0.27%
+20.4%
Q4 2018$2,074,00021,2480.22%
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