STEEL GROVE CAPITAL ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 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
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,043,979
+0.2%
34,781
+0.5%
0.67%
+6.5%
Q2 2023$5,033,717
+15.4%
34,610
+3.4%
0.63%
+8.8%
Q1 2023$4,360,207
+2.7%
33,460
+5.7%
0.58%
-3.5%
Q4 2022$4,244,166
+29.9%
31,649
+1.3%
0.60%
+4.0%
Q3 2022$3,266,000
-5.5%
31,249
+1.8%
0.58%
-8.2%
Q2 2022$3,456,000
-17.7%
30,687
-0.4%
0.63%
-4.0%
Q1 2022$4,198,000
-47.4%
30,797
-38.9%
0.66%
-58.3%
Q4 2021$7,987,000
-3.9%
50,439
-0.7%
1.58%
-16.4%
Q3 2021$8,311,000
+4.7%
50,774
-0.5%
1.89%
-13.2%
Q2 2021$7,936,000
-10.8%
51,024
-12.7%
2.17%
-25.2%
Q1 2021$8,900,000
+19.8%
58,4670.0%2.91%
+19.8%
Q4 2020$7,429,000
+32.0%
58,4670.0%2.43%
+5.9%
Q3 2020$5,629,000
+2.0%
58,467
-0.3%
2.29%
-7.4%
Q2 2020$5,519,000
+4.4%
58,670
-0.0%
2.48%
-28.2%
Q1 2020$5,284,000
-35.6%
58,694
-0.3%
3.45%
-24.8%
Q4 2019$8,203,000
+19.0%
58,846
+0.5%
4.58%
+12.3%
Q3 2019$6,895,000
+3.7%
58,582
-1.5%
4.08%
-1.3%
Q2 2019$6,650,000
+6.9%
59,482
-3.2%
4.14%
+2.7%
Q1 2019$6,222,000
-10.4%
61,460
-13.6%
4.03%
+310.3%
Q4 2018$6,943,000
-15.3%
71,125
-2.1%
0.98%
-14.2%
Q3 2018$8,197,000
+9.0%
72,643
+0.6%
1.14%
-5.1%
Q2 2018$7,521,000
-4.7%
72,183
+0.5%
1.21%
-2.5%
Q1 2018$7,895,000
+8.3%
71,796
+5.3%
1.24%
+12.8%
Q4 2017$7,291,000
+10.7%
68,179
-1.1%
1.10%
-7.6%
Q3 2017$6,586,000
-8.9%
68,955
-12.8%
1.19%
-7.3%
Q2 2017$7,227,000
+4.5%
79,072
+0.5%
1.28%
+5.1%
Q1 2017$6,913,000
+6.2%
78,697
+4.3%
1.22%
-6.4%
Q4 2016$6,511,000
+51.9%
75,453
+17.2%
1.30%
+34.6%
Q3 2016$4,285,000
+8.8%
64,353
+1.6%
0.97%
-0.2%
Q2 2016$3,937,000
+4.9%
63,3530.0%0.97%
+1.7%
Q1 2016$3,752,000
-10.3%
63,3530.0%0.95%
-7.7%
Q4 2015$4,183,000
+8.3%
63,3530.0%1.03%
+7.3%
Q3 2015$3,863,000
-10.2%
63,353
-0.2%
0.96%
+0.8%
Q2 2015$4,302,000
+10.1%
63,486
-1.6%
0.96%
+8.8%
Q1 2015$3,907,000
-14.9%
64,496
-15.4%
0.88%
-18.2%
Q3 2014$4,590,000
+1.3%
76,193
-3.1%
1.08%
+0.5%
Q2 2014$4,532,000
-5.0%
78,657
+0.0%
1.07%
-9.7%
Q1 2014$4,773,000
+3.2%
78,623
-0.6%
1.18%
+1.3%
Q4 2013$4,627,000
+38.3%
79,123
+22.2%
1.17%
+24.1%
Q3 2013$3,346,000
-0.3%
64,739
+1.9%
0.94%
-11.9%
Q2 2013$3,355,00063,5471.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders