Bedell Frazier Investment Counselling, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Bedell Frazier Investment Counselling, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,989,774
-32.8%
13,721
-32.6%
0.60%
-31.3%
Q2 2023$2,959,077
+12.3%
20,346
+0.6%
0.87%
+12.3%
Q1 2023$2,634,306
-5.3%
20,216
-2.6%
0.77%
+5.9%
Q4 2022$2,782,666
+27.6%
20,751
-0.6%
0.73%
+18.8%
Q3 2022$2,180,000
-68.7%
20,866
-52.6%
0.61%
-63.9%
Q4 2021$6,964,000
-2.4%
43,976
+0.9%
1.70%
-13.5%
Q3 2021$7,134,000
+12.2%
43,580
+6.6%
1.96%
+21.7%
Q2 2021$6,361,000
+2.9%
40,898
+0.7%
1.61%
-7.8%
Q1 2021$6,184,000
-20.1%
40,625
-33.3%
1.75%
-26.3%
Q4 2020$7,739,000
+29.7%
60,905
-1.8%
2.37%
+11.2%
Q3 2020$5,968,000
+2169.2%
61,997
+2113.4%
2.13%
+1913.2%
Q2 2020$263,000
+4.4%
2,8010.0%0.11%
-10.2%
Q1 2020$252,000
-23.2%
2,801
+0.4%
0.12%
-9.9%
Q4 2019$328,0000.0%2,7910.0%0.13%
+2.3%
Q3 2019$328,000
+25.2%
2,791
+19.2%
0.13%
+34.7%
Q2 2019$262,000
+10.5%
2,3420.0%0.10%
+1.1%
Q1 2019$237,000
+3.5%
2,3420.0%0.09%
-3.1%
Q4 2018$229,000
-10.5%
2,342
+3.2%
0.10%
+36.6%
Q3 2018$256,000
+10.3%
2,270
+1.8%
0.07%
+4.4%
Q2 2018$232,000
-5.3%
2,2300.0%0.07%
-21.8%
Q1 2018$245,000
+15.6%
2,230
+12.3%
0.09%
+10.1%
Q4 2017$212,0001,9850.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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