Allworth Financial LP - 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
Allworth Financial LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,006,102
+3.7%
82,789
+4.0%
0.10%
+5.1%
Q2 2023$11,581,604
+7.1%
79,631
-4.0%
0.10%
-10.1%
Q1 2023$10,809,133
+3.7%
82,950
+6.7%
0.11%
-5.2%
Q4 2022$10,424,563
+35.6%
77,737
+5.7%
0.12%
+18.6%
Q3 2022$7,687,000
+13.1%
73,556
+21.9%
0.10%
+4.3%
Q2 2022$6,797,000
-7.7%
60,361
+11.8%
0.09%
-1.1%
Q1 2022$7,361,000
+71.3%
53,995
+98.9%
0.09%
+54.1%
Q4 2021$4,298,000
+2.5%
27,141
+5.9%
0.06%
-12.9%
Q3 2021$4,193,000
+83.9%
25,617
+74.8%
0.07%
+66.7%
Q2 2021$2,280,000
-21.7%
14,658
-23.4%
0.04%
-30.0%
Q1 2021$2,913,000
+119.8%
19,134
+83.5%
0.06%
+71.4%
Q4 2020$1,325,000
+35.5%
10,425
+2.7%
0.04%
+20.7%
Q3 2020$978,000
-2.4%
10,155
-4.7%
0.03%
-6.5%
Q2 2020$1,002,000
-55.7%
10,656
-57.6%
0.03%
-58.7%
Q1 2020$2,264,000
+68.5%
25,141
+160.7%
0.08%
+59.6%
Q4 2019$1,344,000
+49.3%
9,642
+26.0%
0.05%
+38.2%
Q3 2019$900,000
-0.8%
7,650
-5.7%
0.03%
-2.9%
Q2 2019$907,000
+11.8%
8,115
+1.3%
0.04%0.0%
Q1 2019$811,000
+21.6%
8,007
+17.2%
0.04%
+6.1%
Q4 2018$667,000
-16.2%
6,829
-3.2%
0.03%
-8.3%
Q3 2018$796,000
+50.8%
7,056
+39.3%
0.04%
+44.0%
Q2 2018$528,000
+39.3%
5,065
+47.1%
0.02%
-13.8%
Q1 2018$379,000
+20.3%
3,443
+17.0%
0.03%
+16.0%
Q4 2017$315,000
+53.7%
2,943
+37.3%
0.02%
+47.1%
Q3 2017$205,000
+9.6%
2,143
+4.5%
0.02%0.0%
Q2 2017$187,000
+38.5%
2,051
+33.5%
0.02%
+30.8%
Q1 2017$135,000
-33.2%
1,536
-34.4%
0.01%
-35.0%
Q4 2016$202,000
+32.0%
2,342
+2.0%
0.02%
+25.0%
Q3 2016$153,000
+3.4%
2,295
-3.7%
0.02%
-5.9%
Q2 2016$148,000
+6.5%
2,384
+1.3%
0.02%0.0%
Q1 2016$139,000
-7.3%
2,353
+3.3%
0.02%
-37.0%
Q4 2015$150,000
+78.6%
2,277
+65.7%
0.03%
-10.0%
Q3 2015$84,000
-9.7%
1,374
+0.2%
0.03%
-9.1%
Q2 2015$93,000
+2.2%
1,371
-8.4%
0.03%
-2.9%
Q1 2015$91,0001,4970.03%
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