Freedom Investment Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Freedom Investment Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,802,215
-18.0%
12,427
-17.7%
0.22%
-10.6%
Q2 2023$2,197,117
+109.1%
15,107
+87.3%
0.25%
+106.7%
Q1 2023$1,050,765
-17.8%
8,064
-15.4%
0.12%
-17.4%
Q4 2022$1,277,838
-99.9%
9,529
-2.7%
0.14%
+22.0%
Q3 2022$1,023,019,000
-13.7%
9,790
-7.0%
0.12%
-7.1%
Q2 2022$1,185,485,000
+83502.6%
10,527
+1.2%
0.13%0.0%
Q1 2022$1,418,000
-33.5%
10,404
-22.8%
0.13%
-18.6%
Q4 2021$2,133,000
-5.3%
13,469
-2.2%
0.16%
-9.3%
Q3 2021$2,253,000
-1.1%
13,767
-5.9%
0.17%
+1.2%
Q2 2021$2,277,000
+2.8%
14,637
+0.6%
0.17%
-1.2%
Q1 2021$2,216,000
+18.6%
14,554
-1.1%
0.17%
-16.1%
Q4 2020$1,869,000
+50.2%
14,711
+13.9%
0.20%
+51.9%
Q3 2020$1,244,000
+29.0%
12,921
+26.1%
0.14%
+28.6%
Q2 2020$964,000
-37.6%
10,249
-9.0%
0.10%
-23.4%
Q1 2020$1,545,000
-1.1%
11,265
+0.5%
0.14%
-0.7%
Q4 2019$1,562,000
+0.3%
11,205
-15.3%
0.14%
+2.2%
Q3 2019$1,557,000
+3.5%
13,226
-1.7%
0.14%
+7.1%
Q2 2019$1,504,000
+1.4%
13,449
-8.2%
0.13%
+5.9%
Q1 2019$1,483,000
+70.1%
14,650
+64.0%
0.12%
+75.0%
Q4 2018$872,000
-51.3%
8,934
-42.6%
0.07%
-39.3%
Q3 2018$1,791,000
+5.0%
15,556
-4.9%
0.11%
+8.7%
Q2 2018$1,705,000
-22.5%
16,361
-18.2%
0.10%
-8.0%
Q1 2018$2,200,000
-2.6%
20,006
-5.3%
0.11%
-2.6%
Q4 2017$2,259,000
+8.1%
21,126
-3.4%
0.12%0.0%
Q3 2017$2,089,000
+6.4%
21,873
+1.8%
0.12%
+2.7%
Q2 2017$1,964,000
-16.0%
21,483
-19.3%
0.11%
-17.6%
Q1 2017$2,339,000
+21.9%
26,631
+19.7%
0.14%
+13.3%
Q4 2016$1,919,000
+57.7%
22,244
+21.7%
0.12%
+53.8%
Q3 2016$1,217,000
+18.8%
18,278
+11.0%
0.08%
+11.4%
Q2 2016$1,024,000
+18.4%
16,472
+12.8%
0.07%
+11.1%
Q1 2016$865,000
-9.5%
14,601
+0.8%
0.06%
-13.7%
Q4 2015$956,000
+15.5%
14,479
-51.6%
0.07%
-13.1%
Q3 2015$828,000
+20.7%
29,919
+195.3%
0.08%
+20.0%
Q2 2015$686,000
+29.7%
10,131
+16.0%
0.07%
+20.7%
Q1 2015$529,000
+10.9%
8,732
+14.5%
0.06%
-6.5%
Q4 2014$477,000
+28.2%
7,629
+23.4%
0.06%
-6.1%
Q3 2014$372,000
+12.7%
6,182
+8.0%
0.07%
+20.0%
Q2 2014$330,000
+8.9%
5,722
+14.5%
0.06%
-15.4%
Q1 2014$303,000
+15.6%
4,998
+11.7%
0.06%0.0%
Q4 2013$262,000
+15.9%
4,474
+2.5%
0.06%
+1.6%
Q3 2013$226,000
+12.4%
4,367
+15.0%
0.06%
-5.9%
Q2 2013$201,0003,7990.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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