PINNACLE ASSOCIATES LTD - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.

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
PINNACLE ASSOCIATES LTD ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$69,415,179
-1.0%
478,659
-0.7%
1.29%
+6.1%
Q2 2023$70,098,449
+27.8%
481,975
+14.5%
1.22%
+8.4%
Q1 2023$54,860,441
-3.1%
420,999
-0.3%
1.12%
-9.1%
Q4 2022$56,617,672
+30.4%
422,205
+1.6%
1.23%
+23.9%
Q3 2022$43,414,000
-6.0%
415,443
+1.3%
1.00%
-1.1%
Q2 2022$46,166,000
-17.2%
409,962
+0.3%
1.01%
+2.0%
Q1 2022$55,743,000
-12.7%
408,913
+1.4%
0.99%
-10.4%
Q4 2021$63,870,000
-4.2%
403,347
-0.9%
1.10%
-10.3%
Q3 2021$66,640,000
+6.1%
407,112
+0.8%
1.23%
+8.1%
Q2 2021$62,832,000
+2.1%
403,960
-0.0%
1.14%
-3.2%
Q1 2021$61,525,000
+16.2%
404,161
-3.0%
1.17%
+9.1%
Q4 2020$52,937,000
+29.5%
416,595
-1.9%
1.08%
+10.7%
Q3 2020$40,884,000
+1.7%
424,683
-0.7%
0.97%
-2.1%
Q2 2020$40,220,000
+4.0%
427,600
-0.4%
0.99%
-15.6%
Q1 2020$38,667,000
-36.8%
429,493
-2.1%
1.18%
-12.2%
Q4 2019$61,134,000
+15.4%
438,548
-2.5%
1.34%
+7.4%
Q3 2019$52,960,000
+5.4%
449,998
+0.2%
1.25%
+6.0%
Q2 2019$50,231,000
+11.7%
449,291
+1.1%
1.18%
+15.7%
Q1 2019$44,968,000
+3.6%
444,215
-0.1%
1.02%
-9.4%
Q4 2018$43,407,000
-15.9%
444,651
-2.8%
1.12%
+4.7%
Q3 2018$51,637,000
+8.5%
457,616
+0.2%
1.07%
+9.4%
Q2 2018$47,603,000
-9.7%
456,843
-4.7%
0.98%
-5.2%
Q1 2018$52,699,000
-4.8%
479,216
-7.4%
1.03%
-2.8%
Q4 2017$55,354,000
+13.6%
517,619
+1.5%
1.06%
+18.4%
Q3 2017$48,726,000
+3.7%
510,171
-0.8%
0.90%
-0.6%
Q2 2017$47,000,000
+3.5%
514,219
-0.5%
0.90%
+4.2%
Q1 2017$45,418,000
+0.1%
517,053
-1.6%
0.87%
-5.2%
Q4 2016$45,352,000
+29.4%
525,574
-0.1%
0.92%
+30.2%
Q3 2016$35,041,000
+9.3%
526,217
+2.0%
0.70%
+1.7%
Q2 2016$32,051,000
+6.3%
515,779
+1.3%
0.69%
+7.1%
Q1 2016$30,140,000
-5.1%
508,951
+5.8%
0.64%
-3.2%
Q4 2015$31,750,000
+8.7%
480,849
+0.4%
0.67%
+3.1%
Q3 2015$29,202,000
-7.7%
478,952
+2.6%
0.65%
+10.1%
Q2 2015$31,640,000
+18.5%
466,943
+5.9%
0.59%
+17.9%
Q1 2015$26,711,000
-0.7%
440,914
+2.5%
0.50%
-5.7%
Q4 2014$26,910,000
+4.2%
430,008
+0.3%
0.53%
+0.4%
Q3 2014$25,831,000
+5.8%
428,796
+1.2%
0.53%
+10.3%
Q2 2014$24,419,000
-5.5%
423,800
-0.4%
0.48%
-5.4%
Q1 2014$25,837,000
+3.6%
425,577
-0.2%
0.50%
+3.5%
Q4 2013$24,946,000
+12.4%
426,581
-0.6%
0.49%
+6.1%
Q3 2013$22,190,000
+7.6%
429,281
+9.9%
0.46%
-0.9%
Q2 2013$20,624,000390,6860.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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