OKABENA INVESTMENT SERVICES INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
OKABENA INVESTMENT SERVICES INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$381,983
-0.3%
2,6340.0%0.30%
+6.1%
Q2 2023$383,089
-53.8%
2,634
-58.6%
0.28%
-51.6%
Q1 2023$828,641
-11.2%
6,359
-8.6%
0.58%
-6.3%
Q4 2022$933,202
-15.3%
6,959
-34.0%
0.62%
+16.2%
Q3 2022$1,102,000
+43.5%
10,546
+54.6%
0.53%
+34.7%
Q2 2022$768,000
-9.4%
6,821
+9.6%
0.40%
+10.3%
Q1 2022$848,000
-13.9%
6,2210.0%0.36%
-4.5%
Q4 2021$985,000
+136.2%
6,221
+144.3%
0.38%
+71.2%
Q3 2021$417,000
+5.3%
2,5460.0%0.22%
+17.7%
Q2 2021$396,000
-68.3%
2,546
-69.0%
0.19%
-72.4%
Q1 2021$1,249,000
+10.6%
8,202
-7.7%
0.67%
+2.3%
Q4 2020$1,129,000
-2.6%
8,885
-26.2%
0.66%
-25.8%
Q3 2020$1,159,00012,0410.89%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders