Aft, Forsyth & Sober, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Aft, Forsyth & Sober, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,950,519
-0.3%
13,4500.0%0.82%
+1.4%
Q2 2023$1,956,168
+14.6%
13,450
+2.7%
0.81%
-5.9%
Q1 2023$1,707,061
-5.4%
13,100
-2.6%
0.86%
+6.3%
Q4 2022$1,803,645
+28.3%
13,4500.0%0.81%
+18.7%
Q3 2022$1,406,000
-7.2%
13,4500.0%0.68%
-2.8%
Q2 2022$1,515,000
-17.4%
13,4500.0%0.70%
-2.5%
Q1 2022$1,834,000
-13.9%
13,4500.0%0.72%
-3.5%
Q4 2021$2,130,000
-3.3%
13,4500.0%0.75%
-9.7%
Q3 2021$2,202,000
+6.8%
13,450
+1.5%
0.83%
+6.7%
Q2 2021$2,061,000
+2.2%
13,2500.0%0.78%
-5.9%
Q1 2021$2,017,000
+297.0%
13,250
+231.2%
0.82%
+109.9%
Q4 2020$508,000
+483.9%
4,000
+540.0%
0.39%
+391.2%
Q4 2019$87,0006250.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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