L. Roy Papp & Associates, LLP - 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
L. Roy Papp & Associates, LLP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,741,516
+2.2%
25,800
+2.5%
0.51%
+7.9%
Q2 2023$3,659,998
+12.8%
25,165
+1.1%
0.47%
+7.3%
Q1 2023$3,244,068
-2.8%
24,8950.0%0.44%
-6.6%
Q4 2022$3,338,420
+28.3%
24,895
-0.1%
0.47%
+19.0%
Q3 2022$2,603,000
-7.6%
24,911
-0.4%
0.39%
-3.4%
Q2 2022$2,816,000
-17.9%
25,011
-0.6%
0.41%
-4.7%
Q1 2022$3,431,000
-13.8%
25,167
+0.1%
0.43%
-6.1%
Q4 2021$3,980,000
-3.3%
25,136
+0.0%
0.46%
-12.8%
Q3 2021$4,114,000
+5.2%
25,1300.0%0.52%
+5.9%
Q2 2021$3,909,000
+2.2%
25,1300.0%0.49%
-10.0%
Q1 2021$3,826,000
+18.7%
25,130
-0.9%
0.55%
+48.0%
Q4 2020$3,222,000
-0.8%
25,356
-24.8%
0.37%
-11.0%
Q3 2020$3,247,000
-7.6%
33,724
-9.8%
0.42%
-16.3%
Q2 2020$3,515,000
+3.6%
37,374
-0.9%
0.50%
-19.7%
Q1 2020$3,394,000
-35.5%
37,701
-0.2%
0.62%
-18.2%
Q4 2019$5,264,000
+18.7%
37,760
+0.2%
0.76%
+9.1%
Q3 2019$4,436,000
+5.2%
37,690
-0.1%
0.70%
+5.0%
Q2 2019$4,218,000
+11.6%
37,729
+1.1%
0.66%
-2.6%
Q1 2019$3,779,000
+4.0%
37,329
+0.3%
0.68%
-10.5%
Q4 2018$3,634,000
-13.5%
37,2310.0%0.76%
+1.3%
Q3 2018$4,201,000
+8.3%
37,2310.0%0.75%
+2.3%
Q2 2018$3,879,000
-5.3%
37,2310.0%0.73%
-6.4%
Q1 2018$4,094,000
+2.8%
37,2310.0%0.78%
-0.5%
Q4 2017$3,981,000
+10.5%
37,231
-1.3%
0.79%
+1.0%
Q3 2017$3,604,000
+4.4%
37,731
-0.1%
0.78%
+4.4%
Q2 2017$3,453,000
+1.9%
37,781
-2.1%
0.75%
-3.5%
Q1 2017$3,390,000
+4.0%
38,591
+2.1%
0.77%
+3.5%
Q4 2016$3,260,000
+29.6%
37,7810.0%0.75%
+27.9%
Q3 2016$2,516,000
+8.6%
37,781
+1.3%
0.58%
+6.8%
Q2 2016$2,317,000
+4.1%
37,281
-0.8%
0.55%
+3.6%
Q1 2016$2,225,000
-9.9%
37,579
+0.5%
0.53%
-12.7%
Q4 2015$2,469,000
+7.7%
37,395
-0.5%
0.60%
+6.7%
Q3 2015$2,292,000
-10.1%
37,595
-0.1%
0.57%
-2.2%
Q2 2015$2,549,000
+11.9%
37,616
+0.1%
0.58%
+16.2%
Q1 2015$2,278,000
-3.2%
37,5950.0%0.50%
-2.9%
Q4 2014$2,353,00037,5950.51%
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