STRATEGY ASSET MANAGERS LLC - 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
STRATEGY ASSET MANAGERS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,294,521
-10.6%
70,987
-10.3%
2.69%
+5.4%
Q2 2023$11,514,095
+18.7%
79,167
+6.3%
2.56%
+8.0%
Q1 2023$9,704,234
+100975.2%
74,470
+4.0%
2.37%
-3.0%
Q4 2022$9,601
-99.9%
71,598
-1.2%
2.44%
+18.7%
Q3 2022$7,570,000
-11.2%
72,438
-4.3%
2.06%
-21.7%
Q2 2022$8,522,000
-18.1%
75,681
-0.8%
2.62%
+16.5%
Q1 2022$10,405,000
-7.7%
76,327
+7.3%
2.25%
-23.0%
Q4 2021$11,269,000
-5.3%
71,165
-2.1%
2.92%
+10.5%
Q3 2021$11,901,000
-2.0%
72,705
-6.9%
2.65%
+3.1%
Q2 2021$12,141,000
+2.7%
78,061
+0.6%
2.57%
-5.2%
Q1 2021$11,817,000
+16.5%
77,627
-2.8%
2.71%
+11.8%
Q4 2020$10,147,000
+26.8%
79,849
-3.9%
2.42%
+16.7%
Q3 2020$8,000,000
-5.1%
83,095
-7.3%
2.08%
-8.1%
Q2 2020$8,433,000
+2.8%
89,660
-1.6%
2.26%
-14.5%
Q1 2020$8,205,000
-38.8%
91,127
-5.2%
2.64%
-20.1%
Q4 2019$13,406,000
+17.1%
96,164
-1.1%
3.31%
-3.0%
Q3 2019$11,444,000
-2.8%
97,239
-7.7%
3.41%
+2.2%
Q2 2019$11,776,000
-3.5%
105,332
-12.6%
3.33%
+21.5%
Q1 2019$12,200,000
+22.4%
120,519
+18.0%
2.74%
+12.7%
Q4 2018$9,969,000
-99.9%
102,120
-4.6%
2.43%
-0.9%
Q3 2018$12,078,325,000
+103434.4%
107,039
-4.4%
2.46%
-0.4%
Q2 2018$11,666,000
-7.7%
111,959
-2.6%
2.47%
-10.0%
Q1 2018$12,641,000
-3.2%
114,951
-5.9%
2.74%
+7.3%
Q4 2017$13,062,000
+14.1%
122,146
+1.9%
2.55%
+8.9%
Q3 2017$11,448,000
+1.8%
119,859
-2.6%
2.34%
+1.4%
Q2 2017$11,245,000
-1.1%
123,029
-4.9%
2.31%
-6.3%
Q1 2017$11,369,000
-6.5%
129,430
-8.4%
2.47%
-7.2%
Q4 2016$12,160,000
+17.0%
141,349
-9.5%
2.66%
+14.1%
Q3 2016$10,396,000
+6.6%
156,123
-0.5%
2.33%
+5.2%
Q2 2016$9,750,000
+4.3%
156,907
-0.6%
2.22%
+4.2%
Q1 2016$9,352,000
-13.1%
157,923
-3.1%
2.13%
-13.1%
Q4 2015$10,756,000
+5.7%
162,903
-2.4%
2.45%
+0.2%
Q3 2015$10,178,000
-11.3%
166,941
-1.5%
2.44%
-4.6%
Q2 2015$11,480,000
+10.7%
169,418
-1.0%
2.56%
+13.1%
Q1 2015$10,370,000
-2.9%
171,176
+0.3%
2.26%
+0.8%
Q4 2014$10,677,000
+3.3%
170,612
-0.6%
2.24%
-0.6%
Q3 2014$10,335,000
+4.9%
171,565
+0.3%
2.26%
+7.7%
Q2 2014$9,853,000
-25.1%
170,998
-21.0%
2.10%
-25.9%
Q1 2014$13,148,000
+29.0%
216,572
+24.2%
2.83%
+26.6%
Q4 2013$10,196,000
+14.6%
174,353
+1.3%
2.23%
+6.4%
Q3 2013$8,897,000
-5.2%
172,120
-3.2%
2.10%
-6.0%
Q2 2013$9,388,000177,8372.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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