MONETA GROUP INVESTMENT ADVISORS 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,903,164
-0.3%
95,871
-0.1%
0.32%
+2.3%
Q2 2023$13,950,974
+8.5%
95,923
-2.7%
0.31%
+0.3%
Q1 2023$12,852,630
+4.1%
98,631
+11.8%
0.31%
-8.9%
Q4 2022$12,347,300
+27.5%
88,220
-4.8%
0.34%
-8.4%
Q3 2022$9,684,000
-9.1%
92,670
+0.2%
0.37%
+1.4%
Q2 2022$10,659,000
-9.1%
92,446
+7.5%
0.36%
-20.9%
Q1 2022$11,727,000
+70.0%
86,026
+97.5%
0.46%
+64.3%
Q4 2021$6,897,000
+3.0%
43,555
+6.5%
0.28%
-9.4%
Q3 2021$6,694,000
+7.9%
40,894
+2.5%
0.31%
+8.0%
Q2 2021$6,206,000
+6.1%
39,900
+3.8%
0.29%
-7.4%
Q1 2021$5,851,000
+86.8%
38,435
+55.9%
0.31%
+37.3%
Q4 2020$3,133,000
+52.2%
24,656
+15.3%
0.22%
+25.7%
Q3 2020$2,058,000
+2.2%
21,377
-0.1%
0.18%
-6.3%
Q2 2020$2,013,000
+18.1%
21,401
+13.1%
0.19%
+7.9%
Q1 2020$1,704,000
-39.1%
18,927
-5.7%
0.18%
-24.7%
Q4 2019$2,798,000
+20.2%
20,072
+1.5%
0.24%
+7.8%
Q3 2019$2,327,000
+12.4%
19,772
+6.7%
0.22%
+6.9%
Q2 2019$2,071,000
+13.7%
18,524
+2.9%
0.20%
+7.4%
Q1 2019$1,822,000
+5.7%
17,999
+2.0%
0.19%
-7.3%
Q4 2018$1,723,000
-22.5%
17,650
-10.4%
0.20%
-9.7%
Q3 2018$2,223,000
-45.1%
19,696
-94.9%
0.23%
-48.8%
Q2 2018$4,046,000
+65.7%
384,765
+1620.4%
0.44%
+36.3%
Q1 2018$2,442,000
+37.3%
22,365
+34.5%
0.32%
+20.8%
Q4 2017$1,778,000
+14.1%
16,625
+1.9%
0.27%
+11.2%
Q3 2017$1,558,000
-61.5%
16,317
-63.1%
0.24%
-63.2%
Q2 2017$4,043,000
+173.7%
44,233
+163.1%
0.66%
+124.6%
Q1 2017$1,477,000
-2.3%
16,813
-4.1%
0.29%
-5.5%
Q4 2016$1,512,000
+31.8%
17,526
+1.8%
0.31%
+19.2%
Q3 2016$1,147,000
-54.0%
17,218
-57.1%
0.26%
-52.4%
Q2 2016$2,495,000
+18.9%
40,158
+13.4%
0.55%
+17.2%
Q1 2016$2,098,000
+130.3%
35,420
+156.7%
0.47%
+108.0%
Q4 2015$911,000
-15.8%
13,800
-22.2%
0.22%
-25.6%
Q3 2015$1,082,000
-10.1%
17,746
-0.0%
0.30%
-18.0%
Q2 2015$1,203,000
-31.5%
17,751
-38.8%
0.37%
-51.3%
Q1 2015$1,757,000
+17.0%
29,007
+20.8%
0.75%
+4.1%
Q4 2014$1,502,000
+15.2%
24,004
+10.9%
0.72%
+6.5%
Q3 2014$1,304,000
-46.3%
21,651
-47.3%
0.68%
-0.6%
Q2 2014$2,427,000
+99.4%
41,050
+104.7%
0.68%
-4.9%
Q1 2014$1,217,000
-4.3%
20,050
-7.8%
0.72%
-6.3%
Q4 2013$1,272,000
-0.4%
21,750
-11.9%
0.77%
-8.9%
Q3 2013$1,277,000
-3.9%
24,700
-1.9%
0.84%
-10.1%
Q2 2013$1,329,000
+12.2%
25,175
+0.9%
0.94%
+4.9%
Q1 2013$1,184,000
-16.2%
24,950
-22.3%
0.89%
-27.1%
Q4 2012$1,413,000
+18.7%
32,125
+9.3%
1.22%
+12.1%
Q3 2012$1,190,00029,3951.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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