Freestone Capital Holdings, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Freestone Capital Holdings, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,717,006
+11.4%
101,483
+11.7%
0.78%
+46.4%
Q2 2023$13,213,021
+17.0%
90,849
+4.8%
0.53%
+6.4%
Q1 2023$11,292,914
-2.5%
86,662
+0.3%
0.50%
-5.7%
Q4 2022$11,584,053
+32.3%
86,384
+3.1%
0.53%
+34.2%
Q3 2022$8,757,000
-13.5%
83,802
-6.8%
0.40%
+2.3%
Q2 2022$10,125,000
-23.3%
89,908
-7.2%
0.39%
-27.3%
Q1 2022$13,204,000
-10.0%
96,861
+4.5%
0.53%
-14.4%
Q4 2021$14,679,000
+3.7%
92,700
+7.2%
0.62%
-12.7%
Q3 2021$14,151,000
-0.8%
86,449
-5.8%
0.71%
-0.8%
Q2 2021$14,271,000
+2.6%
91,754
+0.4%
0.72%
-5.4%
Q1 2021$13,913,000
-99.9%
91,397
-8.1%
0.76%
+2.7%
Q4 2020$12,632,897,000
+45.3%
99,417
+10.1%
0.74%
+30.2%
Q3 2020$8,694,383,000
+150556.4%
90,312
+47.2%
0.57%
+732.4%
Q2 2020$5,771,000
+6.0%
61,355
+1.5%
0.07%
-42.4%
Q1 2020$5,442,000
-22.2%
60,448
+20.5%
0.12%
-18.6%
Q4 2019$6,995,000
+90.7%
50,182
+61.0%
0.14%
+64.8%
Q3 2019$3,669,000
+29.3%
31,171
+22.8%
0.09%
+20.5%
Q2 2019$2,838,000
+19.6%
25,384
+8.3%
0.07%
-48.2%
Q1 2019$2,373,000
+3.5%
23,444
-0.2%
0.14%
-9.0%
Q4 2018$2,293,000
+11.5%
23,485
+28.9%
0.16%
+1092.3%
Q3 2018$2,056,000
+31.5%
18,222
+21.5%
0.01%
+30.0%
Q2 2018$1,563,000
-1.2%
15,001
+4.3%
0.01%
-89.1%
Q1 2018$1,582,000
-2.3%
14,384
-5.0%
0.09%
-17.9%
Q4 2017$1,620,000
+15.7%
15,146
+3.3%
0.11%
+12.0%
Q3 2017$1,400,000
-22.2%
14,663
-25.5%
0.10%
-28.6%
Q2 2017$1,799,000
+17.3%
19,684
+12.7%
0.14%
+18.6%
Q1 2017$1,534,000
-46.3%
17,465
-47.3%
0.12%
-52.0%
Q4 2016$2,857,000
+49.5%
33,110
+15.4%
0.25%
+40.6%
Q3 2016$1,911,000
-10.5%
28,696
-16.5%
0.18%
-16.3%
Q2 2016$2,136,000
+4.8%
34,370
-0.1%
0.21%
-2.3%
Q1 2016$2,038,000
-14.2%
34,413
-4.3%
0.21%
-13.0%
Q4 2015$2,374,000
-15.9%
35,963
-22.3%
0.25%
-19.6%
Q3 2015$2,822,000
+98.0%
46,297
+120.2%
0.31%
+34.8%
Q2 2015$1,425,000
+7.4%
21,026
-4.0%
0.23%
+8.6%
Q1 2015$1,327,000
+550.5%
21,899
+519.0%
0.21%
+553.1%
Q2 2014$204,0003,5380.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders