NewEdge Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
NewEdge Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$33,778,926
+10.2%
232,926
+10.6%
1.07%
+4.5%
Q2 2023$30,638,678
+68.0%
210,662
+50.5%
1.02%
+48.0%
Q1 2023$18,241,527
+9.7%
139,986
+12.9%
0.69%
-3.4%
Q4 2022$16,632,968
+37.2%
124,034
+6.9%
0.72%
+24.7%
Q3 2022$12,127,000
-6.8%
116,052
+0.4%
0.57%
-2.9%
Q2 2022$13,011,000
-5.6%
115,539
+14.3%
0.59%
-3.4%
Q1 2022$13,779,000
+17.0%
101,080
+35.9%
0.61%
+23.9%
Q4 2021$11,778,000
+6.1%
74,380
+9.6%
0.49%
-25.3%
Q3 2021$11,105,000
+10.7%
67,841
+5.2%
0.66%
-13.7%
Q2 2021$10,031,000
+11.0%
64,493
+8.6%
0.77%
-14.7%
Q1 2021$9,037,000
+303.3%
59,364
+236.6%
0.90%
+30.3%
Q4 2020$2,241,00017,6340.69%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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