Oak Harvest Investment Services - 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
Oak Harvest Investment Services ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$16,055,928
+1.5%
110,715
+1.8%
3.40%
-4.2%
Q2 2023$15,823,822
+79.5%
108,800
+60.8%
3.55%
+74.6%
Q1 2023$8,815,436
+3.4%
67,650
+6.4%
2.03%
-8.4%
Q4 2022$8,526,106
+23.0%
63,580
-4.1%
2.22%
+20.0%
Q3 2022$6,930,000
-5.0%
66,315
+2.4%
1.85%
-6.0%
Q2 2022$7,293,000
-13.5%
64,760
+4.7%
1.97%
-5.8%
Q1 2022$8,429,000
-8.7%
61,829
+6.0%
2.09%
-8.9%
Q4 2021$9,234,000
-3.1%
58,313
+0.2%
2.29%
-17.5%
Q3 2021$9,530,000
+12.9%
58,222
+7.3%
2.78%
-0.1%
Q2 2021$8,438,000
+5.0%
54,253
+2.7%
2.78%
-9.6%
Q1 2021$8,040,000
+24.6%
52,815
+4.0%
3.08%
+11.1%
Q4 2020$6,455,00050,8012.77%
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