ALTFEST L J & CO INC - 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
ALTFEST L J & CO INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,310
-1.8%
22,825
-1.5%
0.52%
+3.2%
Q2 2023$3,370
+8.6%
23,170
-2.7%
0.51%
+4.1%
Q1 2023$3,102
-1.5%
23,803
+1.3%
0.49%
-6.9%
Q4 2022$3,150
-99.9%
23,492
-7.4%
0.52%
+5.0%
Q3 2022$2,652,000
-7.1%
25,382
+0.1%
0.50%
-3.1%
Q2 2022$2,855,000
-18.8%
25,356
-1.7%
0.51%
-18.2%
Q1 2022$3,516,000
-18.0%
25,795
-4.8%
0.63%
-23.3%
Q4 2021$4,290,000
-3.6%
27,093
-0.3%
0.82%
-12.2%
Q3 2021$4,449,000
+1.5%
27,182
-3.6%
0.93%
-1.4%
Q2 2021$4,384,000
+3.2%
28,185
+1.0%
0.94%
-5.9%
Q1 2021$4,249,000
+15.1%
27,910
-4.0%
1.00%
+10.9%
Q4 2020$3,693,000
-31.8%
29,064
-48.3%
0.90%
-37.1%
Q3 2020$5,412,000
+2.3%
56,213
-0.1%
1.44%
-5.5%
Q2 2020$5,292,000
+36.4%
56,266
+30.6%
1.52%
+25.3%
Q1 2020$3,880,00043,0931.22%
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