HUDSON VALLEY INVESTMENT ADVISORS INC /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,586,200
+0.1%
86,789
+0.3%
1.77%
+4.2%
Q2 2023$12,578,861
+14.5%
86,488
+2.5%
1.70%
+10.9%
Q1 2023$10,990,073
-0.5%
84,338
+2.4%
1.54%
-8.0%
Q4 2022$11,047,560
+26.8%
82,383
-1.2%
1.67%
+19.5%
Q3 2022$8,715,000
+1.9%
83,399
+9.8%
1.40%
+5.0%
Q2 2022$8,549,000
-20.6%
75,921
-3.9%
1.33%
-8.0%
Q1 2022$10,773,000
-17.1%
79,027
-3.7%
1.45%
-28.7%
Q4 2021$12,989,000
-3.8%
82,025
-0.6%
2.03%
-12.3%
Q3 2021$13,504,000
+4.4%
82,496
-0.8%
2.32%
+3.0%
Q2 2021$12,935,000
-2.2%
83,165
-4.3%
2.25%
-4.9%
Q1 2021$13,227,000
+16.7%
86,886
-2.6%
2.36%
+9.3%
Q4 2020$11,335,000
+32.7%
89,204
+0.5%
2.16%
+17.4%
Q3 2020$8,544,000
+1.1%
88,754
-1.2%
1.84%
-6.3%
Q2 2020$8,451,000
+8.2%
89,843
+3.5%
1.96%
-9.2%
Q1 2020$7,814,000
-36.8%
86,797
-2.1%
2.16%
-17.9%
Q4 2019$12,359,000
+19.5%
88,658
+0.9%
2.64%
+10.0%
Q3 2019$10,346,000
+5.6%
87,909
+0.3%
2.40%
+5.6%
Q2 2019$9,796,000
+8.3%
87,620
-1.9%
2.27%
+3.6%
Q1 2019$9,042,000
-14.8%
89,318
-17.8%
2.19%
-10.4%
Q4 2018$10,609,000
+0.5%
108,682
+16.2%
2.44%
-0.1%
Q3 2018$10,558,000
+7.5%
93,565
-0.7%
2.45%
+1.4%
Q2 2018$9,822,000
-7.8%
94,266
-2.7%
2.42%
-10.1%
Q1 2018$10,653,000
+3.0%
96,874
+0.1%
2.68%
+5.0%
Q4 2017$10,347,000
+12.5%
96,751
+0.5%
2.56%
+7.3%
Q3 2017$9,199,000
+5.1%
96,314
+0.5%
2.38%
-1.2%
Q2 2017$8,756,000
+6.2%
95,795
+2.1%
2.41%
+4.9%
Q1 2017$8,244,000
+3.0%
93,858
+1.2%
2.30%
-2.5%
Q4 2016$8,000,000
+35.2%
92,711
+4.3%
2.36%
+28.2%
Q3 2016$5,917,000
+10.1%
88,862
+2.8%
1.84%
+6.6%
Q2 2016$5,374,000
+6.8%
86,475
+1.8%
1.72%
+5.4%
Q1 2016$5,031,000
-9.0%
84,961
+1.5%
1.64%
-5.2%
Q4 2015$5,529,000
+7.9%
83,741
-0.4%
1.72%
+3.7%
Q3 2015$5,126,000
-9.6%
84,074
+0.5%
1.66%
-6.1%
Q2 2015$5,670,000
+12.3%
83,676
+0.4%
1.77%
+3.6%
Q1 2015$5,051,000
+0.9%
83,374
+4.2%
1.71%
-16.6%
Q4 2014$5,006,000
+6.4%
79,996
+2.5%
2.05%
+2.6%
Q3 2014$4,703,000
+7.4%
78,069
+2.7%
2.00%
+4.6%
Q2 2014$4,380,000
-10.1%
76,023
-5.3%
1.91%
-8.3%
Q1 2014$4,872,000
+6.8%
80,248
+2.9%
2.08%
+3.7%
Q4 2013$4,563,000
+15.6%
78,024
+2.1%
2.01%
+4.7%
Q3 2013$3,948,000
+6.9%
76,388
+9.2%
1.92%
+8.7%
Q2 2013$3,694,00069,9791.77%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders