Carl P. Sherr & Co., LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
Carl P. Sherr & Co., LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,083,794
-0.2%
14,369
+0.1%
1.41%
+3.1%
Q2 2023$2,087,164
+11.5%
14,351
-0.1%
1.37%
+2.1%
Q1 2023$1,872,149
+7.9%
14,367
+11.1%
1.34%
+1.9%
Q4 2022$1,734,553
+31.4%
12,935
+2.4%
1.32%
+25.1%
Q3 2022$1,320,000
+4.3%
12,628
+12.4%
1.05%
+11.2%
Q2 2022$1,265,000
-14.6%
11,235
+3.3%
0.95%
-5.3%
Q1 2022$1,482,000
-15.7%
10,871
-2.1%
1.00%
-6.0%
Q4 2021$1,759,000
+120.7%
11,108
+128.2%
1.06%
+67.3%
Q3 2021$797,000
+5.1%
4,868
-0.1%
0.64%
+22.1%
Q2 2021$758,000
+3.3%
4,871
+1.0%
0.52%
-5.6%
Q1 2021$734,000
+19.5%
4,821
-0.2%
0.55%
+12.9%
Q4 2020$614,000
+22.1%
4,830
-7.5%
0.49%
+7.5%
Q3 2020$503,000
-1.6%
5,224
-3.9%
0.46%
-10.3%
Q2 2020$511,000
+16.4%
5,437
+11.4%
0.51%
-2.5%
Q1 2020$439,000
-35.9%
4,879
-0.8%
0.52%
-22.3%
Q4 2019$685,0004,9160.67%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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