Apella Capital, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Apella Capital, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$1,377,208
+17.2%
8,035
-0.9%
0.08%
-7.2%
Q3 2023$1,175,381
-2.0%
8,105
-1.7%
0.08%
-2.4%
Q2 2023$1,199,415
+12.9%
8,247
+4.1%
0.08%
-12.4%
Q4 2022$1,062,699
+36.6%
7,925
+6.5%
0.10%
+6.6%
Q3 2022$778,000
-5.8%
7,442
+1.5%
0.09%
-8.1%
Q2 2022$826,000
-19.2%
7,332
-2.2%
0.10%
-31.2%
Q1 2022$1,022,0000.0%7,498
+16.1%
0.14%
+10.8%
Q4 2021$1,022,000
-42.1%
6,457
-39.1%
0.13%
-10.3%
Q3 2021$1,764,000
+6.6%
10,611
-0.3%
0.14%
-8.8%
Q2 2021$1,655,000
+119.5%
10,643
+114.8%
0.16%
-33.2%
Q1 2021$754,000
+22.8%
4,954
+2.6%
0.24%
+10.7%
Q4 2020$614,000
+18.3%
4,829
-10.5%
0.22%
+3.4%
Q3 2020$519,000
+14.1%
5,396
+11.5%
0.21%
-1.9%
Q2 2020$455,000
+4.4%
4,8410.0%0.21%
-16.9%
Q1 2020$436,0004,8410.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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