CWM, 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
CWM, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$34,528
+14.6%
238,091
+14.9%
0.21%
+14.0%
Q2 2023$30,130
+27.0%
207,167
+13.8%
0.19%
+16.2%
Q1 2023$23,730
+16.5%
182,108
+19.9%
0.16%
+6.7%
Q4 2022$20,371
-99.8%
151,913
+17.7%
0.15%
+40.2%
Q3 2022$13,492,000
+18.4%
129,110
+27.6%
0.11%
+21.6%
Q2 2022$11,393,000
-10.9%
101,173
+7.9%
0.09%
-3.3%
Q1 2022$12,785,000
-1.5%
93,787
+14.4%
0.09%0.0%
Q4 2021$12,978,000
+33.8%
81,957
+31.4%
0.09%
+18.2%
Q2 2021$9,701,0000.0%62,3690.0%0.08%0.0%
Q1 2021$9,701,0000.0%62,3690.0%0.08%0.0%
Q4 2020$9,701,0000.0%62,3690.0%0.08%0.0%
Q3 2020$9,701,0000.0%62,3690.0%0.08%0.0%
Q2 2020$9,701,0000.0%62,3690.0%0.08%0.0%
Q1 2020$9,701,0000.0%62,3690.0%0.08%0.0%
Q4 2019$9,701,0000.0%62,3690.0%0.08%0.0%
Q3 2019$9,701,0000.0%62,3690.0%0.08%0.0%
Q2 2019$9,701,0000.0%62,3690.0%0.08%0.0%
Q1 2019$9,701,000
+348.1%
62,369
+181.2%
0.08%
+42.6%
Q4 2018$2,165,000
+7.7%
22,177
+24.5%
0.05%
+5.9%
Q3 2018$2,010,000
+23.8%
17,810
+14.3%
0.05%
-3.8%
Q2 2018$1,624,000
+2.7%
15,584
+8.4%
0.05%
-15.9%
Q1 2018$1,581,000
+12.8%
14,375
+9.6%
0.06%
+1.6%
Q4 2017$1,402,000
+16.9%
13,111
+4.4%
0.06%
+8.8%
Q3 2017$1,199,000
-9.1%
12,557
-13.0%
0.06%
-16.2%
Q2 2017$1,319,000
-18.9%
14,429
-22.1%
0.07%
-26.1%
Q1 2017$1,627,000
-73.7%
18,524
-74.1%
0.09%
-75.7%
Q4 2016$6,181,000
+48.8%
71,636
+14.9%
0.38%
+32.1%
Q3 2016$4,153,000
-4.5%
62,367
-10.9%
0.29%
-9.5%
Q2 2016$4,349,000
+28.9%
69,984
+22.8%
0.32%
+7.1%
Q1 2016$3,375,000
-71.8%
56,984
-68.5%
0.30%
-74.7%
Q4 2015$11,953,000
-17.0%
181,022
-23.4%
1.17%
-19.4%
Q3 2015$14,405,000
-7.1%
236,271
+3.2%
1.45%
-2.6%
Q2 2015$15,512,000
+12.7%
228,929
+0.8%
1.49%
+6.8%
Q1 2015$13,761,000
-5.4%
227,149
-2.3%
1.39%
-21.1%
Q4 2014$14,552,000
+316.4%
232,539
+300.9%
1.77%
+248.3%
Q3 2014$3,495,000
+628.1%
58,010
+596.8%
0.51%
+489.5%
Q2 2014$480,000
-36.8%
8,325
-35.8%
0.09%
-27.1%
Q4 2013$759,000
+191.9%
12,974
+157.9%
0.12%
+73.5%
Q3 2013$260,0005,0300.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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