Annex Advisory Services, LLC - 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
Annex Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,265,655
+17.2%
91,474
+17.5%
0.80%
+27.9%
Q2 2023$11,320,370
+16.1%
77,835
+4.1%
0.63%
+20.3%
Q1 2023$9,747,038
+114.2%
74,798
+120.4%
0.52%
+103.9%
Q4 2022$4,550,990
+30.9%
33,937
+2.0%
0.26%
+9.4%
Q3 2022$3,477,000
-9.1%
33,270
-2.1%
0.23%
-15.2%
Q2 2022$3,826,000
-13.9%
33,975
+4.3%
0.28%
-15.1%
Q1 2022$4,442,000
-39.1%
32,583
-29.2%
0.32%
-35.0%
Q4 2021$7,291,000
+2.4%
46,043
+5.9%
0.50%
-14.1%
Q3 2021$7,117,000
+12.1%
43,492
+6.5%
0.58%
+13.0%
Q2 2021$6,350,000
+9.8%
40,840
+7.5%
0.52%
-7.5%
Q1 2021$5,784,000
+18.7%
37,995
-0.9%
0.56%
+16.8%
Q4 2020$4,871,000
+39.6%
38,333
+5.7%
0.48%
+7.2%
Q3 2020$3,490,000
+6.7%
36,249
+4.2%
0.44%
-2.4%
Q2 2020$3,271,000
+15.1%
34,778
+10.2%
0.46%
+13.4%
Q1 2020$2,841,000
-29.3%
31,563
+9.5%
0.40%
-17.5%
Q4 2019$4,019,000
+21.1%
28,830
+2.2%
0.49%
+9.2%
Q3 2019$3,320,000
+8.9%
28,203
+3.4%
0.45%
+4.0%
Q2 2019$3,050,000
+34.2%
27,273
+21.5%
0.43%
+26.2%
Q1 2019$2,272,000
+3.0%
22,439
-0.7%
0.34%
-2.3%
Q4 2018$2,206,000
-3.8%
22,596
+11.2%
0.35%
-1.7%
Q3 2018$2,293,000
+17.2%
20,318
+8.2%
0.35%
+6.3%
Q2 2018$1,956,0000.0%18,773
+5.5%
0.33%
-6.5%
Q1 2018$1,956,000
+10.6%
17,791
+7.6%
0.36%
+6.6%
Q4 2017$1,768,000
+18.6%
16,536
+5.9%
0.33%
+9.2%
Q3 2017$1,491,000
+14.9%
15,616
+9.9%
0.31%
+6.2%
Q2 2017$1,298,000
+14.6%
14,206
+10.1%
0.29%
+2.1%
Q1 2017$1,133,000
+15.1%
12,902
+13.1%
0.28%
+18.0%
Q4 2016$984,000
+34.4%
11,405
+3.8%
0.24%
+25.8%
Q3 2016$732,000
+12.1%
10,986
+4.5%
0.19%
+7.3%
Q2 2016$653,000
+5.8%
10,510
+0.9%
0.18%
+1.1%
Q1 2016$617,000
-12.9%
10,420
-2.8%
0.18%
-15.5%
Q4 2015$708,000
+21.4%
10,719
+12.2%
0.21%
+8.9%
Q3 2015$583,000
+25.1%
9,556
+39.1%
0.19%
+27.5%
Q2 2015$466,000
+54.3%
6,872
+37.7%
0.15%
+53.6%
Q1 2015$302,0004,9890.10%
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