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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,527,567 | -1.8% | 58,803 | -1.5% | 1.10% | +8.7% |
| Q2 2023 | $8,682,129 | +19.8% | 59,696 | +7.3% | 1.01% | +9.4% |
| Q1 2023 | $7,246,681 | +12.3% | 55,611 | +15.5% | 0.92% | +8.5% |
| Q4 2022 | $6,454,446 | +53.0% | 48,132 | +19.2% | 0.85% | +33.9% |
| Q3 2022 | $4,218,000 | +18.6% | 40,365 | +27.8% | 0.64% | +23.1% |
| Q2 2022 | $3,556,000 | +2.8% | 31,579 | +24.5% | 0.52% | +7.5% |
| Q1 2022 | $3,458,000 | +8.4% | 25,364 | +25.9% | 0.48% | +6.7% |
| Q4 2021 | $3,191,000 | +2.7% | 20,152 | +6.2% | 0.45% | -6.4% |
| Q3 2021 | $3,106,000 | +9.9% | 18,974 | +4.5% | 0.48% | +7.4% |
| Q2 2021 | $2,825,000 | +12.9% | 18,165 | +10.5% | 0.45% | -1.8% |
| Q1 2021 | $2,503,000 | +29.5% | 16,444 | +8.1% | 0.46% | +27.4% |
| Q4 2020 | $1,933,000 | +61.8% | 15,208 | +22.5% | 0.36% | +27.4% |
| Q3 2020 | $1,195,000 | +30.5% | 12,415 | +27.5% | 0.28% | +18.1% |
| Q2 2020 | $916,000 | +67.5% | 9,739 | +60.4% | 0.24% | +40.0% |
| Q1 2020 | $547,000 | -23.6% | 6,073 | +18.2% | 0.17% | +23.2% |
| Q4 2019 | $716,000 | – | 5,137 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
| Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
| McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
| Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
| PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
| Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
| TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
| Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
| CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |