FORTE CAPITAL LLC /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,442 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.3%.

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
FORTE CAPITAL LLC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,039,111
+9.5%
34,748
+9.9%
0.78%
+17.0%
Q2 2023$4,600,426
+16.1%
31,631
+4.0%
0.66%
+9.2%
Q1 2023$3,963,814
-0.3%
30,418
+2.6%
0.61%
-11.3%
Q4 2022$3,977,065
+19.3%
29,657
-7.1%
0.68%
+13.2%
Q3 2022$3,335,000
-8.1%
31,916
-0.9%
0.60%
-4.4%
Q2 2022$3,628,000
-33.0%
32,217
-5.7%
0.63%
-7.6%
Q1 2022$5,412,000
-0.4%
34,180
-0.4%
0.68%
-0.3%
Q4 2021$5,436,000
+0.0%
34,330
+3.4%
0.69%
-6.8%
Q3 2021$5,434,000
+9.6%
33,196
+4.2%
0.74%
+9.0%
Q2 2021$4,956,000
+29.7%
31,865
+26.9%
0.68%
+14.4%
Q1 2021$3,822,000
+33.4%
25,106
+11.3%
0.59%
+33.5%
Q4 2020$2,866,000
+36.2%
22,552
+3.2%
0.44%
+13.9%
Q3 2020$2,104,000
-3.0%
21,858
-5.2%
0.39%
-14.9%
Q2 2020$2,169,000
+3.9%
23,058
-0.6%
0.46%
-36.6%
Q1 2020$2,088,000
-23.9%
23,193
+17.9%
0.72%
-7.5%
Q4 2019$2,742,000
+16.5%
19,669
-1.7%
0.78%
+6.7%
Q3 2019$2,354,000
+1.9%
20,004
-3.2%
0.73%
-1.2%
Q2 2019$2,310,000
+20.4%
20,661
+9.0%
0.74%
+6.7%
Q1 2019$1,918,000
+4.0%
18,948
+0.2%
0.69%
-10.4%
Q4 2018$1,845,000
-2.1%
18,907
+13.2%
0.77%
+13.7%
Q3 2018$1,885,000
+10.1%
16,706
+1.7%
0.68%
+1.3%
Q2 2018$1,712,000
-5.2%
16,434
+0.1%
0.67%
-11.4%
Q1 2018$1,805,000
+6.9%
16,414
+3.9%
0.76%
+50.1%
Q4 2017$1,689,000
+18.0%
15,802
+5.5%
0.50%
+9.8%
Q3 2017$1,431,000
+4.5%
14,978
+0.0%
0.46%
+1.6%
Q2 2017$1,369,000
-10.1%
14,973
-13.6%
0.45%
-13.3%
Q1 2017$1,522,000
+10.4%
17,329
+8.5%
0.52%
+1.0%
Q4 2016$1,378,000
+25.8%
15,973
-2.8%
0.52%
+23.8%
Q3 2016$1,095,000
+7.0%
16,438
-0.1%
0.42%
+5.3%
Q2 2016$1,023,000
+16.0%
16,458
+10.5%
0.40%
+1.8%
Q1 2016$882,000
-9.4%
14,893
+1.1%
0.39%
-2.8%
Q4 2015$973,000
+9.1%
14,730
+0.7%
0.40%
-2.2%
Q3 2015$892,000
-9.4%
14,630
+0.7%
0.41%
-2.6%
Q2 2015$985,000
+7.7%
14,530
-3.1%
0.42%
+6.6%
Q1 2015$915,000
+49.0%
15,002
+52.9%
0.39%
+47.2%
Q4 2014$614,000
+2.0%
9,812
-1.8%
0.27%
-4.0%
Q3 2014$602,0009,9870.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
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