VALLEY NATIONAL ADVISERS INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
VALLEY NATIONAL ADVISERS INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,311
-4.7%
29,728
-4.4%
0.75%
-0.9%
Q2 2023$4,525
+1.4%
31,102
-1.9%
0.76%
-3.2%
Q1 2023$4,461
+0.5%
31,700
-0.3%
0.78%
-1.4%
Q4 2022$4,438
-99.9%
31,788
+23.4%
0.80%
+24.8%
Q3 2022$3,061,000
+17.7%
25,754
+13.6%
0.64%
+16.2%
Q2 2022$2,601,000
-2.0%
22,675
+16.5%
0.55%
+8.1%
Q1 2022$2,654,000
-11.3%
19,465
+3.0%
0.51%
-8.0%
Q4 2021$2,993,000
-5.1%
18,904
-1.9%
0.55%
-3.2%
Q3 2021$3,153,000
+9.0%
19,261
+3.6%
0.57%
+8.0%
Q2 2021$2,893,000
+1.3%
18,598
-0.9%
0.53%
-5.4%
Q1 2021$2,857,000
+19.1%
18,770
-0.6%
0.56%
+10.9%
Q4 2020$2,399,000
+30.3%
18,878
-1.3%
0.50%
+19.5%
Q3 2020$1,841,000
-0.7%
19,119
-3.0%
0.42%
-1.4%
Q2 2020$1,854,000
-15.3%
19,711
-18.9%
0.43%
-29.4%
Q1 2020$2,189,000
-38.1%
24,317
-4.2%
0.60%
-31.6%
Q4 2019$3,537,000
+20.5%
25,372
+1.7%
0.88%
+9.8%
Q3 2019$2,936,000
+10.0%
24,944
+4.5%
0.80%
+9.7%
Q2 2019$2,669,000
+10.3%
23,874
-0.1%
0.73%
+5.9%
Q1 2019$2,420,000
+330.6%
23,903
+315.3%
0.69%
+280.8%
Q4 2018$562,000
-4.3%
5,755
+10.6%
0.18%
-10.3%
Q3 2018$587,000
+12.9%
5,204
+4.3%
0.20%
+2.5%
Q2 2018$520,000
-3.5%
4,991
+1.8%
0.20%
-1.0%
Q1 2018$539,000
+3.1%
4,901
+0.2%
0.20%
+9.9%
Q4 2017$523,000
+9.0%
4,890
-2.7%
0.18%
+11.0%
Q3 2017$480,000
+7.4%
5,027
+2.8%
0.16%
+1.9%
Q2 2017$447,000
-2.0%
4,889
-5.9%
0.16%
-7.5%
Q1 2017$456,000
+20.6%
5,195
+18.4%
0.17%0.0%
Q4 2016$378,000
+81.7%
4,386
+40.4%
0.17%
+62.6%
Q3 2016$208,000
+3.5%
3,125
-3.4%
0.11%
+1.9%
Q2 2016$201,000
+8.6%
3,234
+3.5%
0.10%
+6.1%
Q1 2016$185,000
-8.9%
3,124
+1.5%
0.10%
-17.5%
Q4 2015$203,000
+13.4%
3,077
+4.6%
0.12%
+11.1%
Q3 2015$179,000
-18.3%
2,943
-8.9%
0.11%
-12.9%
Q2 2015$219,000
+12.3%
3,229
+0.2%
0.12%
+7.8%
Q1 2015$195,000
+72.6%
3,221
+66.8%
0.12%
+35.3%
Q4 2014$113,0001,9310.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders