HARBOR INVESTMENT 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
HARBOR INVESTMENT ADVISORY, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,521,594
-0.2%
65,618
+0.1%
0.98%
-6.3%
Q2 2023$7,535,442
+12.2%
65,563
+27.2%
1.05%
+4.7%
Q1 2023$6,714,719
-2.1%
51,529
+0.7%
1.00%
-6.4%
Q4 2022$6,861,560
+24.5%
51,167
-3.0%
1.07%
+18.1%
Q3 2022$5,511,000
-9.1%
52,741
-2.1%
0.91%
-6.6%
Q2 2022$6,066,000
-19.3%
53,868
-2.3%
0.97%
-2.4%
Q1 2022$7,514,000
-9.6%
55,121
+5.1%
1.00%
-5.3%
Q4 2021$8,308,000
-3.5%
52,466
-0.2%
1.05%
-9.9%
Q3 2021$8,609,000
+6.5%
52,594
+1.2%
1.17%
+6.6%
Q2 2021$8,085,000
+5.9%
51,981
+3.7%
1.10%
-4.7%
Q1 2021$7,633,000
+23.2%
50,141
+2.8%
1.15%
+15.7%
Q4 2020$6,198,000
+38.0%
48,779
+4.6%
0.99%
+15.6%
Q3 2020$4,490,000
+0.1%
46,642
-2.2%
0.86%
-9.8%
Q2 2020$4,486,000
+4.8%
47,691
+0.3%
0.95%
-17.4%
Q1 2020$4,280,000
-34.3%
47,540
+1.8%
1.15%
-23.1%
Q4 2019$6,510,00046,7031.50%
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