CABOT WEALTH MANAGEMENT INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
CABOT WEALTH MANAGEMENT INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,748
+0.7%
108,592
+1.0%
2.41%
+3.3%
Q2 2023$15,639
+10.9%
107,527
-0.6%
2.34%
+4.9%
Q1 2023$14,100
-3.3%
108,203
-0.5%
2.23%
-9.5%
Q4 2022$14,578
-99.9%
108,710
-6.5%
2.46%
+19.7%
Q3 2022$12,151,000
-11.9%
116,281
-5.1%
2.06%
-6.1%
Q2 2022$13,797,000
-17.7%
122,520
-0.4%
2.19%
-3.0%
Q1 2022$16,761,000
-11.6%
122,952
+2.7%
2.26%
-6.2%
Q4 2021$18,962,000
-0.7%
119,746
+2.6%
2.40%
-6.2%
Q3 2021$19,097,000
+3.9%
116,667
-1.3%
2.56%
+4.4%
Q2 2021$18,378,000
+1.1%
118,159
-1.1%
2.46%
-4.3%
Q1 2021$18,180,000
+27.2%
119,425
+6.2%
2.56%
+16.8%
Q4 2020$14,295,000
+41.7%
112,493
+7.3%
2.20%
+19.7%
Q3 2020$10,090,000
+5.0%
104,810
+2.6%
1.84%
-4.2%
Q2 2020$9,607,000
+5.7%
102,142
+1.2%
1.92%
-11.7%
Q1 2020$9,085,000
-34.8%
100,908
+0.9%
2.17%
-19.4%
Q4 2019$13,936,000
+17.2%
99,971
-1.0%
2.69%
+7.2%
Q3 2019$11,888,000
+5.0%
101,014
-0.2%
2.51%
+5.2%
Q2 2019$11,317,000
+10.3%
101,223
-0.1%
2.39%
+5.9%
Q1 2019$10,257,000
+5.5%
101,320
+1.7%
2.26%
-5.0%
Q4 2018$9,725,000
-13.6%
99,623
-0.2%
2.37%
-1.7%
Q3 2018$11,260,000
+3.8%
99,786
-4.1%
2.42%
-0.1%
Q2 2018$10,847,000
-6.4%
104,096
-1.2%
2.42%
-6.6%
Q1 2018$11,583,000
-0.2%
105,327
-3.0%
2.59%
+3.1%
Q4 2017$11,612,000
+7.0%
108,583
-4.4%
2.51%
+3.1%
Q3 2017$10,851,000
+1.7%
113,606
-2.7%
2.44%
-1.9%
Q2 2017$10,671,000
+2.8%
116,755
-1.2%
2.48%
-2.9%
Q1 2017$10,385,000
-1.7%
118,231
-3.4%
2.56%
-10.6%
Q4 2016$10,562,000
+25.1%
122,401
-3.4%
2.86%
+31.8%
Q3 2016$8,440,000
+9.5%
126,744
+2.2%
2.17%
+6.9%
Q2 2016$7,705,000
+4.5%
123,998
-0.4%
2.03%
-1.1%
Q1 2016$7,372,000
-10.4%
124,493
-0.1%
2.05%
-2.5%
Q4 2015$8,230,000
+9.7%
124,642
+1.3%
2.10%
+1.5%
Q3 2015$7,503,000
-9.9%
123,058
+0.1%
2.07%
+2.4%
Q2 2015$8,328,000
+13.7%
122,900
+1.6%
2.02%
+13.6%
Q1 2015$7,327,000
-1.8%
120,945
+1.5%
1.78%
-3.2%
Q4 2014$7,458,000
+5.4%
119,172
+1.5%
1.84%
+1.6%
Q3 2014$7,076,000
+4.7%
117,467
+0.1%
1.81%
+6.7%
Q2 2014$6,761,000
-2.1%
117,337
+3.1%
1.70%
-6.5%
Q1 2014$6,908,000
+38.0%
113,780
+32.9%
1.82%
+38.7%
Q4 2013$5,007,000
+24.6%
85,620
+10.1%
1.31%
+8.8%
Q3 2013$4,020,000
+471.0%
77,773
+483.0%
1.20%
+397.5%
Q2 2013$704,00013,3400.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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