NewSquare Capital LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,829 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 1.36 and the average weighting 0.9%.

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
NewSquare Capital LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,736,002
+5.1%
74,749
+6.5%
1.14%
+6.9%
Q2 2023$10,211,127
+71.6%
70,209
+53.8%
1.06%
+51.1%
Q1 2023$5,949,608
+5.0%
45,657
+8.0%
0.70%
-0.6%
Q4 2022$5,666,511
+36.5%
42,256
+6.4%
0.71%
+36.2%
Q3 2022$4,151,000
-1.8%
39,723
+5.9%
0.52%
-4.1%
Q2 2022$4,225,000
-8.2%
37,518
+11.1%
0.54%
+10.9%
Q1 2022$4,602,000
-1.2%
33,761
+14.7%
0.49%
-1.2%
Q4 2021$4,659,000
+7.1%
29,423
+10.7%
0.49%
-2.9%
Q3 2021$4,351,000
+8.0%
26,583
+2.6%
0.51%
+6.7%
Q2 2021$4,028,000
+12.0%
25,898
+9.6%
0.48%
+1.3%
Q1 2021$3,598,000
+19.9%
23,635
+0.1%
0.47%
+12.1%
Q4 2020$3,001,000
+33.7%
23,620
+1.3%
0.42%
+16.3%
Q3 2020$2,245,000
+1740.2%
23,315
+1701.8%
0.36%
+1619.0%
Q2 2020$122,000
-26.5%
1,294
-29.9%
0.02%
-32.3%
Q1 2020$166,000
-27.5%
1,847
+12.3%
0.03%
-18.4%
Q4 2019$229,000
+68.4%
1,645
+42.7%
0.04%
+52.0%
Q3 2019$136,000
-30.6%
1,153
-34.2%
0.02%
-30.6%
Q2 2019$196,000
+9.5%
1,752
-0.8%
0.04%
+5.9%
Q1 2019$179,000
+4.1%
1,7670.0%0.03%
-5.6%
Q4 2018$172,000
-8.0%
1,767
+6.9%
0.04%
+2.9%
Q3 2018$187,000
+2.7%
1,653
+1.1%
0.04%
-5.4%
Q2 2018$182,000
-8.1%
1,635
-9.2%
0.04%
-14.0%
Q1 2018$198,000
+7.0%
1,801
+4.3%
0.04%
+2.4%
Q4 2017$185,000
+88.8%
1,727
+67.7%
0.04%
+82.6%
Q3 2017$98,000
+104.2%
1,030
+94.7%
0.02%
+91.7%
Q2 2017$48,000
+23.1%
529
+20.2%
0.01%
+33.3%
Q1 2017$39,000
+2.6%
4400.0%0.01%0.0%
Q4 2016$38,000
-41.5%
440
-54.7%
0.01%
-40.0%
Q3 2016$65,000
+16.1%
972
+8.6%
0.02%
+15.4%
Q2 2016$56,000
-6.7%
895
-11.5%
0.01%
-23.5%
Q1 2016$60,000
+62.2%
1,011
+79.9%
0.02%
+70.0%
Q4 2015$37,000
-7.5%
562
-13.5%
0.01%
-16.7%
Q3 2015$40,000
-9.1%
6500.0%0.01%
-7.7%
Q2 2015$44,000
+51.7%
650
+35.4%
0.01%
+44.4%
Q1 2015$29,000
-3.3%
4800.0%0.01%
-10.0%
Q4 2014$30,000
+3.4%
4800.0%0.01%0.0%
Q3 2014$29,000
+3.6%
4800.0%0.01%0.0%
Q2 2014$28,000
-3.4%
4800.0%0.01%
-16.7%
Q1 2014$29,000
+3.6%
4800.0%0.01%
-14.3%
Q4 2013$28,000
+12.0%
4800.0%0.01%
+16.7%
Q3 2013$25,0000.0%4800.0%0.01%0.0%
Q2 2013$25,0004800.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
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