MERCER GLOBAL ADVISORS INC /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
MERCER GLOBAL ADVISORS INC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$57,867
+1.5%
399,025
+1.8%
0.22%
-2.7%
Q2 2023$56,989
+27.6%
391,836
+14.3%
0.23%
+11.3%
Q1 2023$44,664
-1.0%
342,755
+1.9%
0.20%
-10.2%
Q4 2022$45,128
-99.9%
336,522
+11.3%
0.23%
+20.2%
Q3 2022$31,607,000
-5.7%
302,454
+1.6%
0.19%
-8.3%
Q2 2022$33,527,000
-14.1%
297,721
+4.0%
0.20%
-10.9%
Q1 2022$39,036,000
-8.1%
286,341
+6.8%
0.23%
-12.2%
Q4 2021$42,474,000
+4.6%
268,231
+8.1%
0.26%
-7.7%
Q3 2021$40,618,000
+8.6%
248,132
+3.2%
0.28%
-1.4%
Q2 2021$37,394,000
+7.4%
240,420
+5.1%
0.29%
-9.1%
Q1 2021$34,821,000
+48.3%
228,729
+23.8%
0.32%
+8.2%
Q4 2020$23,486,000
+22.3%
184,825
-7.4%
0.29%
+1.4%
Q3 2020$19,205,000
+6.9%
199,488
+4.5%
0.29%
-11.3%
Q2 2020$17,964,000
+9.9%
190,982
+5.2%
0.33%
-9.4%
Q1 2020$16,351,000
-7.6%
181,616
+43.1%
0.36%
+2.0%
Q4 2019$17,689,000
+25.8%
126,895
+6.2%
0.35%
+6.6%
Q3 2019$14,062,000
+32.9%
119,490
+26.3%
0.33%
+18.2%
Q2 2019$10,578,000
-40.1%
94,611
-46.7%
0.28%
-26.1%
Q1 2019$17,654,000177,5890.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders