CAZ INVESTMENTS LP - 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
CAZ INVESTMENTS LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$957
-0.3%
6,6000.0%1.74%
+53.1%
Q2 2023$960
+11.6%
6,6000.0%1.14%
-34.8%
Q1 2023$860
-29.5%
6,600
-27.5%
1.74%
-20.4%
Q4 2022$1,220
-99.9%
9,1000.0%2.19%
-45.1%
Q3 2022$951,000
-7.2%
9,1000.0%3.99%
+27.0%
Q2 2022$1,025,000
+0.3%
9,100
+21.3%
3.14%
+443.3%
Q1 2022$1,022,000
-14.0%
7,5000.0%0.58%
-15.0%
Q4 2021$1,188,000
-16.6%
7,500
-13.8%
0.68%
+33.1%
Q3 2021$1,424,000
+5.2%
8,7000.0%0.51%
+16.9%
Q2 2021$1,353,000
-24.0%
8,700
-25.6%
0.44%
-44.6%
Q1 2021$1,781,000
-6.6%
11,700
-22.0%
0.79%
-1.6%
Q4 2020$1,906,000
+32.0%
15,0000.0%0.80%
-57.3%
Q3 2020$1,444,000
+2.3%
15,0000.0%1.88%
+41.8%
Q2 2020$1,411,000
+118.1%
15,000
+108.9%
1.32%
-20.0%
Q1 2020$647,0007,1821.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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