Litman Gregory Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 and the average weighting 1.2%.

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
Litman Gregory Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$265,967
+65.2%
1,834
+73.2%
0.03%
-15.6%
Q1 2021$161,000
+19.3%
1,0590.0%0.03%
+28.0%
Q4 2020$135,000
+22.7%
1,059
-7.1%
0.02%
+8.7%
Q3 2020$110,000
+10.0%
1,140
+7.6%
0.02%
+4.5%
Q2 2020$100,000
+5.3%
1,0590.0%0.02%
-8.3%
Q1 2020$95,000
-68.8%
1,059
-51.5%
0.02%
-64.7%
Q4 2019$304,000
+68.0%
2,184
+41.9%
0.07%
+54.5%
Q3 2019$181,000
-24.6%
1,539
-28.3%
0.04%
-30.2%
Q2 2019$240,000
+158.1%
2,145
+133.2%
0.06%
+152.0%
Q1 2019$93,000
+3.3%
9200.0%0.02%
-10.7%
Q4 2018$90,000
-13.5%
9200.0%0.03%
-20.0%
Q3 2018$104,000
+8.3%
9200.0%0.04%
-7.9%
Q2 2018$96,000
-57.9%
920
-55.6%
0.04%
-59.1%
Q1 2018$228,000
+137.5%
2,070
+130.0%
0.09%
+220.7%
Q4 2017$96,000
+11.6%
9000.0%0.03%
-31.0%
Q3 2017$86,0009000.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
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