Stokes Family Office, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
Stokes Family Office, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,809,063
+1.2%
67,639
+1.5%
1.15%
+2.8%
Q2 2023$9,689,619
+15.0%
66,623
+3.0%
1.12%
+6.7%
Q1 2023$8,427,164
-2.8%
64,670
-0.0%
1.05%
-5.9%
Q4 2022$8,672,970
+37.4%
64,675
+7.1%
1.12%
+23.9%
Q3 2022$6,313,000
-4.4%
60,414
+3.0%
0.90%0.0%
Q2 2022$6,602,000
-12.1%
58,630
+6.5%
0.90%
-9.5%
Q1 2022$7,507,000
-11.3%
55,068
+3.0%
1.00%
-5.3%
Q4 2021$8,462,000
+0.2%
53,440
+3.6%
1.05%
-10.2%
Q3 2021$8,441,000
+11.6%
51,566
+6.0%
1.17%
+9.4%
Q2 2021$7,563,000
+3.1%
48,626
+0.9%
1.07%
-6.2%
Q1 2021$7,337,000
+8.0%
48,199
-9.9%
1.14%
-14.9%
Q4 2020$6,796,000
+35.4%
53,484
+2.6%
1.34%
+17.9%
Q3 2020$5,018,000
-2.3%
52,122
-4.6%
1.14%
-12.2%
Q2 2020$5,137,000
+46.4%
54,613
+40.1%
1.30%
+38.4%
Q1 2020$3,510,000
-26.6%
38,984
+14.2%
0.94%
-11.9%
Q4 2019$4,784,00034,1221.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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