Adero Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Adero Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,365,961
-0.6%
16,315
-0.3%
0.23%
-3.0%
Q2 2023$2,380,359
+10.2%
16,367
-1.3%
0.24%
-0.8%
Q1 2023$2,160,442
+417.4%
16,579
+432.4%
0.24%
+374.0%
Q4 2022$417,554
+22.8%
3,114
+12.0%
0.05%
+16.3%
Q3 2022$340,000
+18.9%
2,781
+9.0%
0.04%
+4.9%
Q2 2022$286,000
-28.3%
2,552
-12.9%
0.04%
-30.5%
Q1 2022$399,000
-23.4%
2,930
-11.0%
0.06%
-30.6%
Q4 2021$521,000
-16.5%
3,292
-13.6%
0.08%
-24.8%
Q3 2021$624,000
+3.8%
3,809
-1.4%
0.11%
-18.7%
Q2 2021$601,000
+27.6%
3,864
+24.8%
0.14%
-34.1%
Q1 2021$471,000
+121.1%
3,096
+84.7%
0.21%
+15.3%
Q4 2020$213,000
+6.5%
1,676
-19.4%
0.18%
+14.4%
Q3 2020$200,000
-6.5%
2,080
-12.4%
0.16%
-54.8%
Q1 2020$214,000
-18.3%
2,375
+26.1%
0.35%
+20.4%
Q4 2019$262,0001,8830.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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