CAPTRUST 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
CAPTRUST FINANCIAL ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$108,180,514
+2.6%
745,970
+2.9%
0.41%
-0.5%
Q2 2023$105,391,035
+13.5%
724,636
+1.7%
0.42%
+1.7%
Q1 2023$92,875,593
+4.3%
712,728
+7.3%
0.41%
-8.9%
Q4 2022$89,081,133
+29.4%
664,289
+0.8%
0.45%
+11.7%
Q3 2022$68,867,000
+16.2%
659,016
+25.2%
0.40%
+5.0%
Q2 2022$59,260,000
-2.8%
526,245
+17.6%
0.38%
-3.3%
Q1 2022$60,977,000
-13.2%
447,306
+0.8%
0.40%
-18.0%
Q4 2021$70,238,000
+3.7%
443,564
+7.2%
0.48%
-14.4%
Q3 2021$67,704,000
+16.4%
413,612
+10.6%
0.56%
+3.9%
Q2 2021$58,156,000
+2.9%
373,894
+0.7%
0.54%
-11.4%
Q1 2021$56,533,000
+35.5%
371,366
+13.1%
0.61%
+10.7%
Q4 2020$41,708,000
+11.7%
328,231
-14.8%
0.55%
-10.7%
Q3 2020$37,348,000
-7.0%
385,151
-10.5%
0.62%
-6.4%
Q2 2020$40,148,000
+32.0%
430,491
+19.4%
0.66%
-1.3%
Q1 2020$30,417,000
-36.9%
360,560
+5.5%
0.67%
-12.0%
Q4 2019$48,203,000
+117.0%
341,644
+81.0%
0.76%
-2.4%
Q3 2019$22,218,000
+5.4%
188,782
+0.1%
0.78%0.0%
Q2 2019$21,086,000
+42.4%
188,608
+29.0%
0.78%
+29.8%
Q1 2019$14,805,000
+84.5%
146,256
+77.9%
0.60%
+39.4%
Q4 2018$8,026,000
-13.1%
82,218
+0.4%
0.43%
+4.4%
Q3 2018$9,239,000
-5.6%
81,879
-12.8%
0.41%
-23.8%
Q2 2018$9,786,000
+20.6%
93,919
+24.9%
0.54%
+8.0%
Q1 2018$8,112,000
-13.4%
75,219
-14.1%
0.50%
-11.5%
Q4 2017$9,369,000
+1242.3%
87,610
+1311.7%
0.57%
+1790.0%
Q3 2017$698,0006,2060.03%
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