Stonehage Fleming Financial Services Holdings Ltd - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Stonehage Fleming Financial Services Holdings Ltd ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,052,757
+82.3%
14,155
+54.6%
0.18%
+343.9%
Q2 2023$1,125,861
+101.7%
9,155
+73.4%
0.04%
+13.9%
Q1 2023$558,262
+13.7%
5,279
+62.1%
0.04%
-2.7%
Q4 2022$491,020
-52.8%
3,256
-67.1%
0.04%
-53.8%
Q3 2022$1,041,000
-51.4%
9,899
-47.5%
0.08%
-7.0%
Q2 2022$2,140,000
-45.8%
18,838
-34.0%
0.09%
-29.5%
Q1 2022$3,950,000
-12.5%
28,534
+0.1%
0.12%
-1.6%
Q4 2021$4,514,000
-3.8%
28,503
+0.1%
0.12%
-10.1%
Q3 2021$4,692,000
+48.3%
28,467
+39.1%
0.14%
+50.0%
Q2 2021$3,164,000
-2.1%
20,467
-2.5%
0.09%
-14.8%
Q1 2021$3,232,000
+22.3%
20,9980.0%0.11%
+21.3%
Q4 2020$2,643,000
+34.3%
20,998
+2.0%
0.09%
+21.9%
Q3 2020$1,968,000
+19.3%
20,583
+16.3%
0.07%
-34.8%
Q2 2020$1,649,000
-9.5%
17,697
-12.6%
0.11%
+23.1%
Q1 2020$1,823,000
-29.9%
20,237
+8.0%
0.09%
-20.2%
Q4 2019$2,600,000
+13.0%
18,742
-4.1%
0.11%
+3.6%
Q3 2019$2,301,000
+5.3%
19,5520.0%0.11%
+2.8%
Q2 2019$2,186,000
-28.1%
19,552
-34.9%
0.11%
-22.5%
Q1 2019$3,039,000
-13.6%
30,012
-16.7%
0.14%
-30.3%
Q4 2018$3,519,000
+14.1%
36,022
+31.8%
0.20%
+10.0%
Q3 2018$3,083,000
+8.2%
27,3240.0%0.18%
+37.4%
Q2 2018$2,849,000
-5.2%
27,3240.0%0.13%
-32.8%
Q1 2018$3,004,000
+2.6%
27,3240.0%0.20%
+22.6%
Q4 2017$2,927,000
+12.1%
27,3240.0%0.16%
+24.2%
Q3 2017$2,610,000
+3.7%
27,324
-0.7%
0.13%
-16.3%
Q2 2017$2,516,000
-10.9%
27,524
-14.4%
0.15%
-15.5%
Q1 2017$2,824,000
-6.8%
32,144
-8.4%
0.18%
-4.2%
Q4 2016$3,029,000
+1.3%
35,101
-21.8%
0.19%
+6.8%
Q3 2016$2,991,000
+42.4%
44,913
+32.8%
0.18%
+28.3%
Q2 2016$2,101,000
+191.8%
33,813
+178.2%
0.14%
+193.6%
Q1 2016$720,00012,1530.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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