Kathmere Capital Management, 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
Kathmere Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$682,202
+30.5%
4,704
+30.9%
0.10%
+24.7%
Q2 2023$522,670
+13.5%
3,594
+1.7%
0.08%
+6.6%
Q1 2023$460,565
-45.0%
3,534
-42.7%
0.08%
+5.6%
Q4 2022$837,279
+207.8%
6,169
+137.1%
0.07%
+33.3%
Q3 2022$272,000
-37.0%
2,602
-32.2%
0.05%
-32.5%
Q2 2022$432,000
-10.0%
3,840
+9.0%
0.08%
-2.4%
Q1 2022$480,000
+0.8%
3,524
+17.3%
0.08%
-1.2%
Q4 2021$476,000
-30.2%
3,005
-27.9%
0.08%
-33.1%
Q3 2021$682,000
+46.0%
4,169
+38.8%
0.12%
+37.8%
Q2 2021$467,000
+2.2%
3,003
+0.1%
0.09%0.0%
Q1 2021$457,000
+18.1%
3,001
-1.4%
0.09%
+8.4%
Q4 2020$387,000
+34.4%
3,044
+1.6%
0.08%
+15.3%
Q3 2020$288,000
-25.8%
2,995
-27.4%
0.07%
-36.3%
Q2 2020$388,000
+46.4%
4,128
+116.8%
0.11%
+20.2%
Q4 2019$265,0001,9040.09%
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