AFFINITY WEALTH MANAGEMENT LLC - 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
AFFINITY WEALTH MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,761,181
-0.5%
19,040
-0.2%
0.64%0.0%
Q2 2023$2,775,286
+12.0%
19,082
+0.4%
0.64%
+9.3%
Q1 2023$2,477,714
+1.9%
19,014
+4.9%
0.58%
+1.0%
Q4 2022$2,431,099
+28.5%
18,129
+0.1%
0.58%
+22.3%
Q3 2022$1,892,000
-19.7%
18,103
-13.1%
0.47%
-13.3%
Q2 2022$2,355,000
-9.5%
20,835
+2.2%
0.54%
+3.0%
Q1 2022$2,601,000
-24.3%
20,387
-10.8%
0.53%
-25.6%
Q4 2021$3,434,000
-2.5%
22,847
+7.5%
0.71%
+2.3%
Q3 2021$3,523,000
+5.6%
21,251
-2.6%
0.69%
+4.5%
Q2 2021$3,336,000
+1.2%
21,822
-0.6%
0.66%
-1.8%
Q1 2021$3,297,000
+31.7%
21,952
+21.0%
0.67%
+27.7%
Q4 2020$2,504,000
+40.9%
18,143
+2.3%
0.53%
+10.2%
Q3 2020$1,777,000
+5.0%
17,743
+1.3%
0.48%
-77.6%
Q2 2020$1,693,000
+3.6%
17,5230.0%2.14%
+118.5%
Q1 2020$1,634,000
-49.9%
17,523
-25.1%
0.98%
-18.9%
Q4 2019$3,260,000
+21.6%
23,385
+2.7%
1.21%
+12.1%
Q3 2019$2,680,000
+11.9%
22,772
+6.3%
1.08%
+14.6%
Q2 2019$2,396,000
+12.0%
21,428
+1.4%
0.94%
+10.8%
Q1 2019$2,140,000
+2.5%
21,141
-1.2%
0.85%
-32.9%
Q4 2018$2,088,000
+93.3%
21,394
+85.2%
1.26%
+276.2%
Q3 2017$1,080,000
+108.1%
11,554
+103.5%
0.34%
+2.1%
Q2 2017$519,000
+1.8%
5,679
-2.1%
0.33%
+15.4%
Q1 2017$510,000
+8.1%
5,803
+6.1%
0.28%
+6.7%
Q4 2016$472,000
+29.7%
5,471
+0.0%
0.27%
+12.7%
Q3 2016$364,000
+7.1%
5,4700.0%0.24%
+2.2%
Q2 2016$340,000
+4.9%
5,4700.0%0.23%
+16.6%
Q1 2016$324,000
-6.6%
5,470
+4.2%
0.20%
-12.7%
Q4 2015$347,000
+46.4%
5,250
+34.9%
0.23%
-3.8%
Q3 2015$237,000
-8.5%
3,892
+1.5%
0.24%
+41.1%
Q2 2015$259,0003,8340.17%
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