Perennial Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Perennial Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,468,813
-0.8%
10,127
-0.5%
0.26%
+1.5%
Q2 2023$1,480,443
+9.7%
10,178
-1.7%
0.26%
+4.4%
Q1 2023$1,349,492
+6.5%
10,358
+9.6%
0.25%
-51.6%
Q4 2022$1,267,715
+33.3%
9,453
+3.9%
0.52%
+19.7%
Q3 2022$951,000
-33.0%
9,101
-28.0%
0.43%
-22.2%
Q2 2022$1,419,000
-15.5%
12,637
+2.6%
0.55%
+4.3%
Q1 2022$1,680,000
-14.0%
12,311
-0.2%
0.53%
-13.0%
Q4 2021$1,953,000
-3.3%
12,332
-0.1%
0.61%
-14.6%
Q3 2021$2,019,000
+5.4%
12,348
+0.3%
0.71%
+2.3%
Q2 2021$1,915,000
+9.2%
12,314
+6.9%
0.70%
+0.9%
Q1 2021$1,754,000
+19.0%
11,520
-0.7%
0.69%
+9.7%
Q4 2020$1,474,000
+27.7%
11,599
-3.3%
0.63%
+9.0%
Q3 2020$1,154,000
+55.5%
11,996
+52.1%
0.58%
+15.3%
Q2 2020$742,000
-2.5%
7,885
-6.7%
0.50%
-25.7%
Q1 2020$761,000
-38.1%
8,454
-4.0%
0.68%
-30.2%
Q4 2019$1,229,0008,8080.97%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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