VALLEY WEALTH MANAGERS, INC. - 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
VALLEY WEALTH MANAGERS, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,058,757
-4.1%
34,883
-3.9%
0.42%
-11.0%
Q2 2023$5,276,879
+2.8%
36,282
-7.9%
0.47%
+1.5%
Q1 2023$5,135,018
-2.3%
39,406
+0.6%
0.47%
-4.3%
Q4 2022$5,253,655
+12.8%
39,177
-12.1%
0.49%
+4.9%
Q3 2022$4,656,000
-10.9%
44,554
-4.0%
0.46%
-4.9%
Q2 2022$5,227,000
-17.5%
46,421
-0.1%
0.49%
-7.7%
Q1 2022$6,335,000
-11.4%
46,478
+2.9%
0.53%
-7.7%
Q4 2021$7,152,000
-4.9%
45,169
-1.6%
0.57%
-12.4%
Q3 2021$7,517,000
+3.7%
45,922
-1.5%
0.66%
+6.9%
Q2 2021$7,252,000
+4.9%
46,625
+2.6%
0.61%
-1.3%
Q1 2021$6,916,000
+20.4%
45,431
+0.5%
0.62%
+10.5%
Q4 2020$5,746,000
+30.1%
45,220
-1.4%
0.56%
+15.6%
Q3 2020$4,417,000
-3.5%
45,883
-5.7%
0.49%
-5.3%
Q2 2020$4,576,000
+5.4%
48,656
+0.9%
0.51%
-9.0%
Q1 2020$4,340,000
-32.1%
48,208
+5.1%
0.56%
-11.7%
Q4 2019$6,393,000
+19.8%
45,861
+1.2%
0.64%
+12.7%
Q3 2019$5,336,000
+3.1%
45,336
-2.0%
0.57%
+3.3%
Q2 2019$5,175,000
+12.3%
46,283
+1.7%
0.55%
+9.4%
Q1 2019$4,607,000
+6.0%
45,503
+2.2%
0.50%
-11.6%
Q4 2018$4,347,000
+15.5%
44,526
+33.5%
0.57%
+27.6%
Q3 2018$3,764,000
+21.0%
33,359
+11.8%
0.44%
+17.1%
Q2 2018$3,110,000
-11.9%
29,848
-7.0%
0.38%
-11.4%
Q1 2018$3,531,000
-2.5%
32,103
-5.2%
0.43%
-1.6%
Q4 2017$3,622,000
+6.9%
33,875
-4.5%
0.44%
+2.3%
Q3 2017$3,389,000
-0.6%
35,477
-4.9%
0.43%
-6.8%
Q2 2017$3,409,000
-3.5%
37,292
-7.2%
0.46%
-2.6%
Q1 2017$3,532,000
+3.4%
40,206
+1.6%
0.47%
-3.9%
Q4 2016$3,415,000
+27.1%
39,564
-1.9%
0.49%
+23.5%
Q3 2016$2,686,000
+12.7%
40,337
+5.2%
0.40%
+8.8%
Q2 2016$2,383,000
+60.9%
38,340
+53.3%
0.36%
+45.2%
Q1 2016$1,481,000
+20.3%
25,008
+34.2%
0.25%
+13.1%
Q4 2015$1,231,000
+8.1%
18,633
-0.3%
0.22%
+6.8%
Q3 2015$1,139,000
-13.1%
18,690
-3.4%
0.21%
-9.2%
Q2 2015$1,310,000
+2.5%
19,340
-8.3%
0.23%
+3.6%
Q1 2015$1,278,000
-3.9%
21,090
-0.7%
0.22%
-7.6%
Q4 2014$1,330,000
+14.2%
21,248
+9.8%
0.24%
+6.7%
Q3 2014$1,165,000
+2.8%
19,344
-1.6%
0.22%
+3.7%
Q2 2014$1,133,000
+8.7%
19,660
+14.5%
0.22%
+3.4%
Q1 2014$1,042,000
+7.1%
17,165
+3.2%
0.21%
+4.0%
Q4 2013$973,000
+18.9%
16,630
+5.1%
0.20%
+11.7%
Q3 2013$818,000
-10.5%
15,820
-8.7%
0.18%
-13.5%
Q2 2013$914,00017,3280.21%
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