SAGE RHINO CAPITAL 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
SAGE RHINO CAPITAL LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,400,603
-0.1%
9,658
+0.2%
0.39%
+0.8%
Q2 2023$1,401,896
+12.1%
9,639
+0.5%
0.39%
+6.8%
Q1 2023$1,250,194
-1.6%
9,594
+1.2%
0.36%
-9.7%
Q4 2022$1,271,000
+29.4%
9,478
+0.8%
0.40%
+2.3%
Q3 2022$982,000
-8.6%
9,400
-1.4%
0.40%
-3.9%
Q2 2022$1,074,000
-15.5%
9,535
+2.2%
0.41%
+6.8%
Q1 2022$1,271,000
-15.7%
9,326
-2.0%
0.38%
-8.8%
Q4 2021$1,507,000
-3.7%
9,519
-0.5%
0.42%
-11.3%
Q3 2021$1,565,000
+5.3%
9,563
+0.1%
0.48%
+8.4%
Q2 2021$1,486,000
+3.8%
9,557
+1.6%
0.44%
-6.6%
Q1 2021$1,432,000
+22.4%
9,409
+2.2%
0.47%
+1.7%
Q4 2020$1,170,000
+33.3%
9,205
+1.0%
0.46%
+9.0%
Q3 2020$878,000
+2.2%
9,115
-0.2%
0.42%
-6.4%
Q2 2020$859,000
+7.5%
9,131
+2.8%
0.45%
-21.1%
Q1 2020$799,000
-29.0%
8,879
+7.3%
0.57%
-10.5%
Q4 2019$1,126,000
+6.8%
8,276
-7.6%
0.64%
-3.0%
Q3 2019$1,054,000
+6.1%
8,959
+0.9%
0.66%
+3.8%
Q2 2019$993,000
+12.8%
8,882
+2.1%
0.64%
+9.6%
Q1 2019$880,0008,6980.58%
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