Beach Investment Management, 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
Beach Investment Management, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2020$594,000
-45.1%
6,603
-14.9%
2.06%
-2.3%
Q4 2019$1,082,000
+52.8%
7,760
+28.9%
2.11%
+33.1%
Q3 2019$708,000
-62.3%
6,020
-64.2%
1.59%
-48.3%
Q2 2019$1,880,000
+10.4%
16,8200.0%3.07%
+0.3%
Q1 2019$1,703,000
+3.7%
16,8200.0%3.06%
-16.3%
Q4 2018$1,642,000
-42.4%
16,820
-33.5%
3.66%
-17.8%
Q3 2018$2,853,000
-18.5%
25,280
-24.7%
4.45%
-23.0%
Q2 2018$3,500,000
-5.3%
33,5900.0%5.78%
-3.3%
Q1 2018$3,694,000
-48.6%
33,590
-50.0%
5.98%
+8.8%
Q4 2017$7,184,000
+123.9%
67,180
+100.0%
5.50%
-1.6%
Q3 2017$3,208,000
-18.8%
33,590
-22.3%
5.58%
-6.2%
Q2 2017$3,950,000
-2.1%
43,220
-5.9%
5.95%
-6.1%
Q1 2017$4,034,000
+1.8%
45,9300.0%6.34%
-6.5%
Q4 2016$3,963,000
+207.7%
45,930
+137.5%
6.78%
+178.8%
Q3 2016$1,288,000
+7.2%
19,3400.0%2.43%
+0.5%
Q2 2016$1,202,000
-40.1%
19,340
-42.9%
2.42%
-33.7%
Q1 2016$2,006,000
+397.8%
33,870
+454.3%
3.65%
+415.1%
Q4 2015$403,000
-58.5%
6,110
-61.6%
0.71%
-64.9%
Q3 2015$970,000
-61.5%
15,910
-57.2%
2.02%
-46.3%
Q2 2015$2,519,000
+140.1%
37,180
+114.7%
3.76%
+143.7%
Q1 2015$1,049,000
-46.6%
17,320
-44.9%
1.54%
-44.1%
Q4 2014$1,966,000
-25.9%
31,420
-28.7%
2.76%
-28.8%
Q3 2014$2,653,000
+391.3%
44,040
+370.0%
3.88%
+424.3%
Q2 2014$540,000
-80.3%
9,370
-79.3%
0.74%
-79.6%
Q1 2014$2,745,000
+66.3%
45,220
+60.1%
3.63%
+58.4%
Q4 2013$1,651,000
-19.0%
28,240
-26.9%
2.29%
-35.7%
Q2 2013$2,039,00038,6303.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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