ALTA CAPITAL MANAGEMENT LLC/ - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
ALTA CAPITAL MANAGEMENT LLC/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,776,203
-2.2%
26,039
-1.9%
0.27%
+2.6%
Q2 2023$3,861,041
+10.8%
26,547
-0.7%
0.26%
+3.5%
Q1 2023$3,484,102
-0.7%
26,737
+2.1%
0.26%
-4.8%
Q4 2022$3,510,412
+32.3%
26,177
+3.1%
0.27%
+29.3%
Q3 2022$2,653,000
+31.0%
25,391
+41.2%
0.21%
+39.6%
Q2 2022$2,025,000
-15.6%
17,985
+2.2%
0.15%
+6.4%
Q1 2022$2,399,000
-6.0%
17,602
+9.1%
0.14%
+6.1%
Q4 2021$2,553,000
+2.2%
16,127
+5.7%
0.13%
-6.4%
Q3 2021$2,498,000
-44.9%
15,261
-47.6%
0.14%
+8.5%
Q2 2021$4,532,000
+8.8%
29,140
+6.4%
0.13%
+2.4%
Q1 2021$4,167,000
+79.5%
27,376
+49.8%
0.13%
-3.1%
Q4 2020$2,322,000
-33.2%
18,279
-49.4%
0.13%
+18.0%
Q3 2020$3,474,000
-39.5%
36,090
-40.9%
0.11%
-44.8%
Q2 2020$5,741,000
+14.8%
61,037
+9.9%
0.20%
-6.9%
Q1 2020$5,000,000
-7.1%
55,538
+43.8%
0.22%
-38.5%
Q4 2019$5,383,000
+18.1%
38,615
-0.3%
0.35%
+11.4%
Q3 2019$4,558,000
-0.0%
38,736
-5.0%
0.32%
+23.5%
Q2 2019$4,560,000
+13.9%
40,793
+3.1%
0.26%
+8.1%
Q1 2019$4,005,000
+1113.6%
39,565
+1068.1%
0.24%
+1023.8%
Q4 2018$330,000
+34.1%
3,387
+54.9%
0.02%
+50.0%
Q3 2018$246,000
+8.4%
2,1870.0%0.01%0.0%
Q2 2018$227,000
-5.4%
2,1870.0%0.01%
-6.7%
Q1 2018$240,000
-11.8%
2,187
-14.2%
0.02%
-11.8%
Q4 2017$272,000
+6.7%
2,550
-4.9%
0.02%
+6.2%
Q3 2017$255,000
+4.5%
2,6800.0%0.02%0.0%
Q2 2017$244,000
+3.8%
2,6800.0%0.02%0.0%
Q1 2017$235,000
-22.4%
2,680
-23.9%
0.02%
-27.3%
Q4 2016$303,000
+13.5%
3,521
-12.4%
0.02%
+29.4%
Q3 2016$267,000
+5.1%
4,021
-1.8%
0.02%
+6.2%
Q2 2016$254,000
-14.8%
4,096
-18.8%
0.02%
-11.1%
Q1 2016$298,000
-17.7%
5,046
-8.2%
0.02%
-37.9%
Q4 2015$362,000
+10.7%
5,496
+2.4%
0.03%
+3.6%
Q3 2015$327,000
+42.8%
5,367
+58.4%
0.03%
+47.4%
Q2 2015$229,000
+12.3%
3,389
-4.5%
0.02%0.0%
Q2 2014$204,000
-6.4%
3,550
-1.4%
0.02%
+72.7%
Q1 2014$218,000
+6.9%
3,600
-8.9%
0.01%
-56.0%
Q3 2013$204,000
-22.1%
3,950
-20.6%
0.02%
-28.6%
Q2 2013$262,0004,9750.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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