HALBERT HARGROVE GLOBAL ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$1,084,262
+4.6%
8,321
+7.6%
0.07%
-1.4%
Q4 2022$1,036,730
+23.7%
7,731
-3.6%
0.07%
+13.8%
Q3 2022$838,000
+3.8%
8,021
+11.9%
0.06%
+8.3%
Q2 2022$807,000
-21.0%
7,168
-4.4%
0.06%
-10.4%
Q1 2022$1,022,000
-11.8%
7,499
+2.5%
0.07%
-9.5%
Q4 2021$1,159,000
-1.6%
7,319
+1.7%
0.07%
-9.8%
Q3 2021$1,178,000
+7.9%
7,195
+2.5%
0.08%
+13.9%
Q2 2021$1,092,000
+13.6%
7,020
+11.2%
0.07%
+4.3%
Q1 2021$961,000
+29.9%
6,315
+8.3%
0.07%
+23.2%
Q4 2020$740,000
+32.6%
5,829
+0.6%
0.06%
+3.7%
Q3 2020$558,000
+3.5%
5,796
+1.3%
0.05%
-31.6%
Q2 2020$539,000
-4.9%
5,722
-9.1%
0.08%
-20.2%
Q1 2020$567,000
-43.8%
6,295
-13.0%
0.10%
-61.9%
Q4 2019$1,009,000
+1.9%
7,236
-14.0%
0.26%
-1.1%
Q3 2019$990,000
+47.1%
8,417
+39.7%
0.26%
+43.7%
Q2 2019$673,000
+8.2%
6,024
-1.9%
0.18%
-91.7%
Q1 2019$622,000
+2.6%
6,140
-1.1%
2.19%
+1477.7%
Q4 2018$606,000
-11.3%
6,208
+2.6%
0.14%
-21.5%
Q3 2018$683,000
+6.1%
6,050
-2.1%
0.18%
+4.1%
Q2 2018$644,000
-6.7%
6,181
-1.4%
0.17%
-7.1%
Q1 2018$690,0000.0%6,271
-2.7%
0.18%
+1.1%
Q4 2017$690,000
+8.5%
6,448
-3.2%
0.18%
+3.4%
Q3 2017$636,000
+2.7%
6,660
-1.6%
0.18%
+6.1%
Q2 2017$619,000
-2.5%
6,769
-6.4%
0.16%
+1.9%
Q1 2017$635,000
-3.2%
7,231
-4.9%
0.16%
-11.0%
Q4 2016$656,000
+32.0%
7,603
+2.0%
0.18%
+30.0%
Q3 2016$497,000
-13.9%
7,456
-19.7%
0.14%
-15.2%
Q2 2016$577,000
-4.2%
9,286
-8.6%
0.16%
-23.6%
Q1 2016$602,000
-31.0%
10,163
-23.1%
0.22%
-42.4%
Q4 2015$872,000
-1.7%
13,209
-9.2%
0.38%
-14.0%
Q3 2015$887,000
-57.6%
14,542
-52.9%
0.44%
-14.3%
Q2 2015$2,093,000
+5.6%
30,888
-5.6%
0.51%
-20.0%
Q1 2015$1,982,000
+68.4%
32,720
+73.9%
0.64%
+8.5%
Q4 2014$1,177,000
+1.2%
18,812
-2.5%
0.59%
+82.6%
Q3 2014$1,163,000
+5.8%
19,298
+1.2%
0.32%
-3.0%
Q2 2014$1,099,000
-7.9%
19,066
-3.0%
0.33%
-9.8%
Q1 2014$1,193,000
-1.6%
19,649
-5.2%
0.37%
-1.9%
Q4 2013$1,212,000
+92.7%
20,723
+70.3%
0.37%
+79.8%
Q3 2013$629,000
-1.1%
12,168
+1.1%
0.21%
-10.7%
Q2 2013$636,00012,0410.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders