JAMES INVESTMENT RESEARCH INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,724 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.

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
JAMES INVESTMENT RESEARCH INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,713,613
-1.1%
87,668
-0.8%
1.68%
+2.1%
Q2 2023$12,851,369
+98159.6%
88,362
-12.0%
1.64%
-5.1%
Q1 2023$13,079
-3.6%
100,369
-0.8%
1.73%
-8.8%
Q4 2022$13,564
-99.9%
101,147
-4.6%
1.90%
+20.1%
Q3 2022$11,078,000
-20.8%
106,005
-14.6%
1.58%
-15.6%
Q2 2022$13,980,000
-17.6%
124,148
-0.2%
1.87%
+5.2%
Q1 2022$16,958,000
-23.6%
124,398
-11.3%
1.78%
-12.5%
Q4 2021$22,199,000
-14.1%
140,190
-11.2%
2.03%
-15.3%
Q3 2021$25,855,000
+4.5%
157,952
-0.7%
2.40%
+13.3%
Q2 2021$24,742,000
+1.9%
159,072
-0.2%
2.12%
-3.9%
Q1 2021$24,269,000
+17.9%
159,422
-1.6%
2.21%
+19.2%
Q4 2020$20,580,000
+27.8%
161,952
-3.2%
1.85%
+24.5%
Q3 2020$16,100,000
-5.2%
167,241
-7.4%
1.49%
-6.2%
Q2 2020$16,989,000
-7.6%
180,612
-11.5%
1.59%
-16.6%
Q1 2020$18,382,000
-40.5%
204,182
-7.9%
1.90%
-11.7%
Q4 2019$30,918,000
+10.7%
221,789
-6.5%
2.16%
+6.2%
Q3 2019$27,930,000
-5.3%
237,316
-10.1%
2.03%
-5.2%
Q2 2019$29,504,000
+9.8%
263,901
-0.6%
2.14%
+21.9%
Q1 2019$26,880,000
-3.1%
265,532
-6.5%
1.76%
+1.7%
Q4 2018$27,730,000
-40.9%
284,055
-31.7%
1.73%
-10.3%
Q3 2018$46,934,000
-0.1%
415,932
-7.7%
1.93%
+7.2%
Q2 2018$46,969,000
-5.6%
450,759
-0.4%
1.80%
-3.7%
Q1 2018$49,760,000
-25.4%
452,485
-27.4%
1.87%
-18.1%
Q4 2017$66,695,000
-8.0%
623,664
-17.9%
2.28%
-6.5%
Q3 2017$72,527,000
+5.0%
759,369
+0.5%
2.44%
+14.0%
Q2 2017$69,059,000
-1.1%
755,574
-5.0%
2.14%
+9.2%
Q1 2017$69,831,000
-0.1%
794,969
-1.8%
1.96%
+8.5%
Q4 2016$69,879,000
+39.5%
809,821
+7.6%
1.81%
+36.1%
Q3 2016$50,096,000
+6.1%
752,299
-1.0%
1.33%
+11.0%
Q2 2016$47,216,000
+63.8%
759,826
+56.1%
1.20%
+70.0%
Q1 2016$28,824,000
-2.0%
486,729
+9.3%
0.70%
-3.4%
Q4 2015$29,417,000
+8.9%
445,504
+0.6%
0.73%
+1.1%
Q3 2015$27,004,000
-6.6%
442,899
+3.8%
0.72%
+6.5%
Q2 2015$28,925,000
+20.3%
426,871
+7.5%
0.68%
+19.2%
Q1 2015$24,054,000
+4.1%
397,054
+7.6%
0.57%
-10.0%
Q4 2014$23,099,000
-2.7%
369,100
-6.4%
0.63%
-15.1%
Q3 2014$23,743,000
-5.3%
394,150
-9.4%
0.74%
-6.9%
Q2 2014$25,068,000
-28.8%
435,054
-25.0%
0.80%
-29.3%
Q1 2014$35,220,000
+4.9%
580,132
+1.0%
1.13%
+6.8%
Q4 2013$33,587,000
+21.5%
574,337
+7.4%
1.06%
+0.6%
Q3 2013$27,648,000
+0.1%
534,874
+2.2%
1.05%
-7.5%
Q2 2013$27,632,000523,4311.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2013
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