Southeast Asset Advisors Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
Southeast Asset Advisors Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$717,660
+7.2%
4,949
+7.5%
0.10%
+6.3%
Q2 2023$669,619
+11.8%
4,604
+0.1%
0.10%
+5.6%
Q1 2023$599,129
+0.9%
4,598
+3.8%
0.09%
-4.3%
Q4 2022$593,794
+15.5%
4,428
-10.0%
0.09%
+8.0%
Q3 2022$514,000
-12.7%
4,922
-5.9%
0.09%
-6.5%
Q2 2022$589,000
-14.5%
5,232
+3.6%
0.09%
+2.2%
Q1 2022$689,000
-14.1%
5,052
-0.3%
0.09%
-17.3%
Q4 2021$802,000
+0.9%
5,067
+4.3%
0.11%
-15.4%
Q3 2021$795,000
+13.6%
4,858
+8.0%
0.13%
+13.0%
Q2 2021$700,000
+21.7%
4,500
+19.2%
0.12%
+11.7%
Q1 2021$575,000
+11.0%
3,775
-7.3%
0.10%0.0%
Q4 2020$518,000
+59.9%
4,073
+21.0%
0.10%
+41.1%
Q3 2020$324,000
-17.3%
3,366
-19.2%
0.07%
-24.7%
Q2 2020$392,000
+24.8%
4,167
+19.5%
0.10%
+5.4%
Q1 2020$314,000
-23.6%
3,486
+18.3%
0.09%
-6.1%
Q4 2019$411,000
+24.9%
2,946
+5.5%
0.10%
+16.7%
Q3 2019$329,000
+13.8%
2,793
+7.9%
0.08%
+10.5%
Q2 2019$289,000
+32.0%
2,589
+19.8%
0.08%
+28.8%
Q1 2019$219,000
+4.8%
2,161
+1.1%
0.06%
-6.3%
Q4 2018$209,000
-13.3%
2,137
+0.2%
0.06%
-3.1%
Q3 2018$241,000
+8.6%
2,1330.0%0.06%
+1.6%
Q2 2018$222,000
-5.5%
2,1330.0%0.06%
-8.6%
Q1 2018$235,000
+3.1%
2,1330.0%0.07%
+1.4%
Q4 2017$228,000
+11.8%
2,1330.0%0.07%
+6.2%
Q3 2017$204,0002,1330.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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