Strategic Wealth Investment Group, 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
Strategic Wealth Investment Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,371,861
-7.1%
71,520
-6.8%
1.88%
+6.2%
Q2 2023$11,162,651
+30.6%
76,751
+17.0%
1.77%
+11.7%
Q1 2023$8,545,618
+6.7%
65,579
+11.8%
1.58%
-14.4%
Q4 2022$8,007,899
+49.7%
58,636
+14.6%
1.85%
+20.4%
Q3 2022$5,349,000
+4.5%
51,183
+12.6%
1.54%
+19.9%
Q2 2022$5,121,000
+3.5%
45,473
+25.3%
1.28%
+8.7%
Q1 2022$4,948,000
+3.9%
36,300
+20.7%
1.18%
-4.7%
Q4 2021$4,761,000
+15.7%
30,063
+19.2%
1.24%
+0.7%
Q3 2021$4,115,000
+35.2%
25,216
+28.9%
1.23%
+14.0%
Q2 2021$3,043,000
+28.2%
19,562
+25.5%
1.08%
-5.3%
Q1 2021$2,373,000
+30.0%
15,589
+8.5%
1.14%
+6.4%
Q4 2020$1,826,000
+38.4%
14,369
+4.8%
1.07%
+7.9%
Q3 2020$1,319,000
+8.1%
13,706
+5.7%
0.99%
-17.0%
Q2 2020$1,220,000
+39.9%
12,972
+33.9%
1.20%
-15.9%
Q1 2020$872,000
-41.5%
9,685
-9.4%
1.42%
-8.0%
Q4 2019$1,490,00010,6901.54%
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