Avantax Planning Partners, 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
Avantax Planning Partners, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,795,505
+0.9%
46,859
+1.2%
0.28%
+6.0%
Q2 2023$6,733,574
+14.5%
46,298
+2.6%
0.27%
+12.1%
Q1 2023$5,881,352
+6.4%
45,134
+9.5%
0.24%
+9.1%
Q4 2022$5,527,079
+26.2%
41,216
-1.6%
0.22%
+11.2%
Q3 2022$4,379,000
-2.2%
41,901
+5.4%
0.20%
+3.1%
Q2 2022$4,477,000
-7.8%
39,759
+11.6%
0.19%
-1.0%
Q1 2022$4,858,000
-14.7%
35,638
-0.9%
0.19%
-17.5%
Q4 2021$5,694,000
+0.3%
35,957
+3.7%
0.23%
-10.7%
Q3 2021$5,678,000
+8.4%
34,686
+3.0%
0.26%
+6.5%
Q2 2021$5,239,000
+1.3%
33,681
-0.8%
0.25%
-7.9%
Q1 2021$5,170,000
+14.3%
33,960
-4.6%
0.27%
+14.6%
Q4 2020$4,522,000
+19.5%
35,585
-9.5%
0.23%
+16.5%
Q3 2020$3,784,000
+4.9%
39,306
+2.5%
0.20%
-2.0%
Q2 2020$3,606,000
-7.3%
38,341
-11.3%
0.20%
-24.7%
Q1 2020$3,890,000
-12.7%
43,205
+35.2%
0.27%
+3.4%
Q4 2019$4,456,000
+15.5%
31,965
-2.5%
0.26%
+10.5%
Q3 2019$3,859,000
+14.0%
32,787
+9.3%
0.24%
+8.2%
Q2 2019$3,385,000
+11.1%
29,988
-0.4%
0.22%
+3.3%
Q1 2019$3,047,000
+74.6%
30,097
+68.4%
0.21%
+60.6%
Q4 2018$1,745,000
-4.5%
17,875
+10.4%
0.13%
-9.6%
Q3 2018$1,827,000
+19.5%
16,195
+10.4%
0.15%
+6.6%
Q2 2018$1,529,000
-47.7%
14,673
-44.8%
0.14%
-45.4%
Q1 2018$2,925,000
+5.1%
26,598
+2.2%
0.25%
-1.6%
Q4 2017$2,782,000
-12.5%
26,019
-21.9%
0.26%
+1.6%
Q3 2017$3,181,000
+4.1%
33,307
-0.4%
0.25%
-2.3%
Q2 2017$3,056,000
+5.6%
33,440
+1.5%
0.26%
-0.8%
Q1 2017$2,894,000
-26.5%
32,951
-27.8%
0.26%
-38.3%
Q4 2016$3,938,00045,6370.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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