DOLIVER ADVISORS, LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
DOLIVER ADVISORS, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$4,504,438
+13.0%
26,481
-3.7%
1.38%
+15.1%
Q3 2023$3,987,355
-0.9%
27,495
-0.6%
1.20%
-2.0%
Q2 2023$4,024,971
+10.6%
27,674
-0.9%
1.22%
+7.3%
Q1 2023$3,640,026
-1.0%
27,934
+1.9%
1.14%
-5.5%
Q4 2022$3,677,523
+25.3%
27,424
-2.3%
1.21%
+11.5%
Q3 2022$2,934,000
-12.4%
28,078
-5.5%
1.08%
-8.9%
Q2 2022$3,348,000
-2.4%
29,727
+18.1%
1.19%
+9.6%
Q1 2022$3,431,000
-7.5%
25,172
+3.5%
1.08%
-6.4%
Q4 2021$3,709,000
+14.5%
24,314
+22.9%
1.16%
+6.5%
Q3 2021$3,239,000
+19.7%
19,788
-7.5%
1.09%
+21.2%
Q2 2021$2,706,000
+42.6%
21,398
+71.7%
0.90%
+27.4%
Q1 2021$1,897,000
+29.6%
12,462
-19.4%
0.70%
+9.0%
Q4 2020$1,464,000
+49.7%
15,464
+52.2%
0.65%
+30.4%
Q3 2020$978,000
+14.7%
10,159
+12.0%
0.50%
+30.2%
Q2 2020$853,000
+19.3%
9,069
+20.0%
0.38%
+7.9%
Q1 2020$715,000
-21.9%
7,560
+15.2%
0.35%
-2.5%
Q4 2019$915,000
+16.0%
6,564
-0.2%
0.36%
+14.2%
Q3 2019$789,000
+22.5%
6,575
+14.1%
0.32%
+24.8%
Q2 2019$644,000
+8.1%
5,764
-2.1%
0.25%
+5.4%
Q1 2019$596,000
+15.7%
5,888
+11.7%
0.24%
-4.7%
Q4 2018$515,000
-11.7%
5,273
+2.1%
0.25%
+5.4%
Q3 2018$583,000
+32.8%
5,165
+22.5%
0.24%
+30.4%
Q2 2018$439,000
+10.0%
4,215
+16.3%
0.18%
+5.7%
Q1 2018$399,000
-16.7%
3,625
-19.1%
0.17%
-9.4%
Q4 2017$479,000
-15.4%
4,480
-24.4%
0.19%
-24.4%
Q3 2017$566,000
+21.7%
5,925
+16.5%
0.25%
+12.9%
Q2 2017$465,0005,0850.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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