KELLEHER FINANCIAL ADVISORS - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
KELLEHER FINANCIAL ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$971,073
-5.6%
6,696
-5.3%
0.48%
-12.9%
Q2 2023$1,028,436
+11.7%
7,072
+0.1%
0.56%
-2.1%
Q1 2023$920,745
-2.8%
7,066
+0.1%
0.57%
-14.1%
Q4 2022$946,786
+28.5%
7,060
+0.1%
0.66%
+25.2%
Q3 2022$737,000
-10.3%
7,054
-3.4%
0.53%
+42.7%
Q2 2022$822,000
-12.1%
7,300
+6.3%
0.37%
-28.3%
Q1 2022$935,000
-13.9%
6,868
+0.0%
0.52%
-10.6%
Q4 2021$1,086,000
-14.3%
6,866
-11.3%
0.58%
+3.2%
Q3 2021$1,267,000
+23.2%
7,742
+17.1%
0.56%
-3.3%
Q2 2021$1,028,000
+2.8%
6,612
+0.6%
0.58%
-10.0%
Q1 2021$1,000,000
+19.8%
6,575
+0.0%
0.64%
+2.2%
Q4 2020$835,000
+58.4%
6,574
+19.9%
0.63%
+43.7%
Q3 2020$527,000
+11.4%
5,481
+8.8%
0.44%
-3.7%
Q2 2020$473,000
-4.8%
5,037
-8.9%
0.45%
-23.6%
Q1 2020$497,000
-31.9%
5,531
+5.6%
0.59%
-19.3%
Q4 2019$730,000
+18.5%
5,2370.0%0.74%
-2.0%
Q3 2019$616,000
+5.3%
5,2370.0%0.75%
+4.0%
Q2 2019$585,000
+14.5%
5,2370.0%0.72%
-12.0%
Q4 2018$511,000
-13.4%
5,2370.0%0.82%
+7.0%
Q3 2018$590,000
+8.3%
5,2370.0%0.77%
-1.7%
Q2 2018$545,000
-5.2%
5,2370.0%0.78%
-0.5%
Q1 2018$575,000
+2.7%
5,2370.0%0.78%
-11.5%
Q4 2017$560,000
+2.4%
5,237
-8.7%
0.88%
-23.1%
Q3 2017$547,000
-3.0%
5,737
-7.0%
1.15%
+5.8%
Q2 2017$564,000
+24.2%
6,172
+19.3%
1.09%
+12.3%
Q1 2017$454,000
-17.8%
5,172
-19.1%
0.97%
+215.6%
Q4 2016$552,000
+36.0%
6,397
+4.9%
0.31%
+33.5%
Q3 2016$406,000
+7.4%
6,0970.0%0.23%
+0.4%
Q2 2016$378,000
-5.7%
6,097
-10.0%
0.23%
+3.6%
Q1 2016$401,000
-2.9%
6,772
+8.2%
0.22%
-21.1%
Q4 2015$413,000
-12.5%
6,257
-19.3%
0.28%
-10.5%
Q3 2015$472,000
+24.2%
7,752
+38.2%
0.31%
+44.2%
Q2 2015$380,000
+12.1%
5,6110.0%0.22%
+16.0%
Q1 2015$339,000
+0.6%
5,611
+3.9%
0.19%
+3.3%
Q4 2014$337,000
+6.3%
5,401
+3.1%
0.18%
+5.2%
Q3 2014$317,000
+1.0%
5,241
-3.7%
0.17%
+4.9%
Q2 2014$314,000
-4.8%
5,4410.0%0.16%
-8.4%
Q1 2014$330,000
+3.8%
5,4410.0%0.18%
+9.1%
Q4 2013$318,000
+11.2%
5,441
-1.8%
0.16%
+0.6%
Q3 2013$286,000
-2.4%
5,5410.0%0.16%
-8.9%
Q2 2013$293,0005,5410.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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