JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 17,523 | 0.0% | 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% | 5,470 | 0.0% | 0.24% | +2.2% |
Q2 2016 | $340,000 | +4.9% | 5,470 | 0.0% | 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 | $259,000 | – | 3,834 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |