ARS Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
ARS Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$10,843,000
+6.1%
69,710
+3.8%
1.95%
-12.4%
Q1 2021$10,219,000
+25.4%
67,131
+4.7%
2.23%
+26.8%
Q4 2020$8,150,000
+48.3%
64,134
+12.3%
1.76%
+16.2%
Q3 2020$5,496,000
+14.2%
57,085
+11.6%
1.51%
+0.6%
Q2 2020$4,811,000
+78.8%
51,153
+71.2%
1.50%
+32.6%
Q1 2020$2,690,000
-35.2%
29,880
+0.3%
1.13%
-5.7%
Q4 2019$4,151,000
+27.8%
29,779
+7.9%
1.20%
+16.3%
Q3 2019$3,247,000
+9.7%
27,593
+4.2%
1.03%
+9.5%
Q2 2019$2,961,000
+20.0%
26,481
+8.7%
0.94%
+19.7%
Q1 2019$2,467,000
+5.7%
24,370
+1.9%
0.79%
-7.6%
Q4 2018$2,335,000
-11.5%
23,924
+2.4%
0.85%
-3.6%
Q3 2018$2,637,000
+7.9%
23,368
-0.3%
0.88%
+0.8%
Q2 2018$2,443,000
-0.8%
23,441
+4.7%
0.88%
-4.3%
Q1 2018$2,462,000
+3.1%
22,386
+0.2%
0.92%
+3.5%
Q4 2017$2,389,000
+23.8%
22,342
+10.6%
0.89%
+18.3%
Q3 2017$1,929,000
+51.9%
20,194
+45.3%
0.75%
+45.7%
Q2 2017$1,270,000
+56.2%
13,899
+50.2%
0.51%
+47.7%
Q1 2017$813,000
+27.2%
9,254
+25.0%
0.35%
+21.3%
Q4 2016$639,000
+35.7%
7,402
+4.5%
0.29%
+43.5%
Q3 2016$471,000
+34.6%
7,080
+25.6%
0.20%
+34.2%
Q2 2016$350,000
+4.8%
5,6370.0%0.15%
-5.1%
Q1 2016$334,000
-10.2%
5,6370.0%0.16%
-18.2%
Q4 2015$372,000
+8.1%
5,6370.0%0.19%
+10.3%
Q3 2015$344,000
-16.7%
5,637
-7.6%
0.17%
-4.9%
Q2 2015$413,000
+11.6%
6,102
+0.0%
0.18%
+14.4%
Q1 2015$370,000
-0.3%
6,100
+2.9%
0.16%
-0.6%
Q4 2014$371,000
-23.5%
5,928
-26.3%
0.16%
-28.8%
Q3 2014$485,000
+4.5%
8,045
-0.1%
0.23%0.0%
Q2 2014$464,000
-5.9%
8,056
-0.7%
0.23%
-23.6%
Q1 2014$493,000
+4.7%
8,115
+0.8%
0.30%
+2.1%
Q4 2013$471,0008,0510.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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