MERITAGE PORTFOLIO MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
MERITAGE PORTFOLIO MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,625
-1.7%
59,477
-1.4%
0.64%
+2.6%
Q2 2023$8,776
+5.8%
60,338
-5.2%
0.62%0.0%
Q1 2023$8,296
+20.3%
63,665
+23.8%
0.62%
+15.0%
Q4 2022$6,896
-99.8%
51,427
+25.7%
0.54%
+52.5%
Q3 2022$4,276,000
-30.2%
40,917
-24.8%
0.35%
-25.5%
Q2 2022$6,128,000
-16.3%
54,418
+1.3%
0.48%
+4.9%
Q1 2022$7,323,000
+19.4%
53,720
+38.7%
0.45%
+30.2%
Q4 2021$6,134,000
-2.3%
38,738
+1.0%
0.35%
-7.7%
Q3 2021$6,279,000
+6.3%
38,357
+1.0%
0.38%
+5.9%
Q2 2021$5,906,000
+5.1%
37,968
+2.8%
0.36%
-5.1%
Q1 2021$5,622,000
+43.4%
36,930
+19.7%
0.38%
+30.2%
Q4 2020$3,920,000
+40.2%
30,848
+6.2%
0.29%
+15.2%
Q3 2020$2,796,000
+3.4%
29,045
+1.0%
0.25%
-3.8%
Q2 2020$2,705,000
+5.5%
28,759
+0.9%
0.26%
-25.3%
Q1 2020$2,565,000
-40.0%
28,489
-7.0%
0.35%
-7.4%
Q4 2019$4,272,000
+16.0%
30,649
-2.0%
0.38%
+7.7%
Q3 2019$3,682,000
+307.3%
31,286
+286.9%
0.35%
+279.3%
Q2 2019$904,000
+314.7%
8,087
+318.1%
0.09%
+360.0%
Q3 2018$218,000
+7.9%
1,9340.0%0.02%0.0%
Q2 2018$202,000
-5.2%
1,9340.0%0.02%
-4.8%
Q1 2018$213,000
+2.9%
1,9340.0%0.02%
+5.0%
Q4 2017$207,000
-1.9%
1,934
-12.4%
0.02%
-4.8%
Q3 2017$211,000
+4.5%
2,2070.0%0.02%0.0%
Q2 2017$202,0002,2070.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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