HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,838,522
-2.6%
136,799
-2.3%
0.87%
+1.4%
Q2 2023$20,361,584
+3.9%
140,000
-6.9%
0.86%
-3.1%
Q1 2023$19,593,999
+30541.5%
150,365
-68.5%
0.89%
-48.3%
Q4 2022$63,946
-99.7%
476,862
+103.2%
1.72%
+4.8%
Q3 2022$24,522,000
+102.4%
234,657
+118.1%
1.64%
+83.8%
Q2 2022$12,117,000
-60.7%
107,605
-52.4%
0.89%
-47.1%
Q1 2022$30,836,000
-16.0%
226,201
-2.4%
1.69%
-9.2%
Q4 2021$36,703,000
-2.3%
231,781
+1.0%
1.86%
-10.3%
Q3 2021$37,560,000
+6.0%
229,454
+0.7%
2.07%
+5.8%
Q2 2021$35,446,000
+3.5%
227,885
+1.3%
1.96%
-4.2%
Q1 2021$34,248,000
+4.2%
224,975
-13.0%
2.04%
+0.6%
Q4 2020$32,852,000
+58.9%
258,537
+20.4%
2.03%
+38.1%
Q3 2020$20,670,000
+2.8%
214,715
+0.4%
1.47%
-1.3%
Q2 2020$20,107,000
+18.0%
213,771
+12.9%
1.49%
-10.2%
Q1 2020$17,040,000
-40.1%
189,277
-7.3%
1.66%
-33.2%
Q4 2019$28,460,000
+19.6%
204,163
+1.0%
2.48%
+9.1%
Q3 2019$23,789,000
+5.2%
202,137
-0.1%
2.28%
+4.3%
Q2 2019$22,618,000
+7.1%
202,307
-3.0%
2.18%
+3.5%
Q1 2019$21,118,000
+46.2%
208,620
+41.0%
2.11%
+27.7%
Q4 2018$14,443,000
+1.6%
147,950
+17.4%
1.65%
+3.0%
Q3 2018$14,218,000
+8.3%
126,006
+0.0%
1.60%
+6.0%
Q2 2018$13,129,000
+122.8%
125,993
+135.1%
1.51%
+104.6%
Q1 2018$5,894,000
+1.5%
53,595
-1.3%
0.74%
+7.9%
Q4 2017$5,805,000
+17.6%
54,288
+5.0%
0.68%
-8.1%
Q3 2017$4,936,000
+31.4%
51,679
+25.8%
0.74%
+23.8%
Q2 2017$3,756,000
+5.2%
41,090
+1.0%
0.60%
-0.7%
Q1 2017$3,572,000
+3.8%
40,669
+2.0%
0.61%
-2.6%
Q4 2016$3,442,000
+18.0%
39,885
-9.0%
0.62%
+7.2%
Q3 2016$2,918,000
+6.8%
43,821
-0.3%
0.58%
-0.7%
Q2 2016$2,731,000
+29.9%
43,946
+23.8%
0.58%
+18.0%
Q1 2016$2,102,000
+9.1%
35,491
+21.7%
0.50%
-1.6%
Q4 2015$1,926,000
+46.1%
29,169
+34.9%
0.50%
+17.5%
Q3 2015$1,318,000
-2.9%
21,615
+7.9%
0.43%
-7.4%
Q2 2015$1,358,000
+10.3%
20,036
-1.4%
0.46%
+10.3%
Q1 2015$1,231,000
+2.6%
20,318
+6.0%
0.42%
+1.2%
Q4 2014$1,200,000
-4.2%
19,173
-7.8%
0.41%
-8.4%
Q3 2014$1,252,000
+4.6%
20,786
+0.1%
0.45%
+8.9%
Q2 2014$1,197,000
-13.4%
20,768
-8.9%
0.42%
-17.8%
Q1 2014$1,383,000
+24.6%
22,787
+20.1%
0.50%
+26.6%
Q4 2013$1,110,000
+15.4%
18,975
+2.0%
0.40%
+0.3%
Q3 2013$962,000
-48.3%
18,610
-47.2%
0.40%
-1.0%
Q2 2013$1,862,00035,2740.40%
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