Colonial Trust Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Colonial Trust Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,540,763
+0.4%
107,163
+0.7%
1.78%
+3.5%
Q2 2023$15,479,573
+11.1%
106,433
-0.4%
1.72%
+5.1%
Q1 2023$13,929,176
-4.3%
106,893
-1.5%
1.64%
-8.3%
Q4 2022$14,548,177
+29.1%
108,488
+0.6%
1.78%
+16.9%
Q3 2022$11,271,000
-3.4%
107,857
+4.1%
1.53%
-6.9%
Q2 2022$11,664,000
-17.9%
103,576
-0.6%
1.64%
-2.5%
Q1 2022$14,210,000
-12.6%
104,241
+1.5%
1.68%
-7.5%
Q4 2021$16,259,000
-4.0%
102,679
-0.7%
1.82%
-12.9%
Q3 2021$16,932,000
+4.3%
103,438
-0.9%
2.09%
+5.3%
Q2 2021$16,233,000
+1.6%
104,366
-0.6%
1.98%
-5.6%
Q1 2021$15,981,000
+19.7%
104,980
-0.1%
2.10%
+13.3%
Q4 2020$13,353,000
+33.2%
105,087
+0.9%
1.85%
+17.7%
Q3 2020$10,023,000
+1.9%
104,118
-0.5%
1.58%
-6.2%
Q2 2020$9,840,000
+6.2%
104,614
+1.6%
1.68%
-13.4%
Q1 2020$9,267,000
-33.6%
102,938
+2.8%
1.94%
-16.3%
Q4 2019$13,960,000
+17.5%
100,143
-0.8%
2.32%
+10.3%
Q3 2019$11,878,000
+4.1%
100,929
-1.1%
2.10%
+1.8%
Q2 2019$11,406,000
+9.8%
102,028
-0.6%
2.06%
+4.7%
Q1 2019$10,392,000
+14.8%
102,661
+10.7%
1.97%
-10.8%
Q4 2018$9,056,000
-20.9%
92,771
-8.6%
2.21%
+3.3%
Q3 2018$11,451,000
+7.7%
101,478
-0.6%
2.14%
+1.6%
Q2 2018$10,636,000
-5.4%
102,071
-0.2%
2.11%
-8.0%
Q1 2018$11,244,000
-19.4%
102,245
-21.7%
2.29%
+6.0%
Q4 2017$13,959,000
+43.7%
130,532
+28.3%
2.16%
+1.3%
Q3 2017$9,717,000
+5.5%
101,738
+1.0%
2.14%
+2.2%
Q2 2017$9,207,000
+41.8%
100,737
+35.3%
2.09%
+4.7%
Q1 2017$6,491,000
+2.6%
74,468
+1.6%
2.00%
-2.2%
Q4 2016$6,326,000
+28.6%
73,311
-0.7%
2.04%
+32.2%
Q3 2016$4,918,000
+7.6%
73,853
+0.4%
1.54%
+5.7%
Q2 2016$4,569,000
+5.3%
73,535
+0.3%
1.46%
+3.2%
Q1 2016$4,341,000
-10.2%
73,307
+0.1%
1.42%
-11.8%
Q4 2015$4,834,000
+5.4%
73,207
-2.7%
1.61%
+4.3%
Q3 2015$4,588,000
-11.2%
75,253
-1.3%
1.54%
-3.8%
Q2 2015$5,167,000
+11.7%
76,253
-0.1%
1.60%
+13.4%
Q1 2015$4,624,000
+20.5%
76,328
+24.5%
1.41%
-4.8%
Q4 2014$3,838,000
-17.5%
61,332
-20.5%
1.48%
+3.1%
Q3 2014$4,650,000
+3.1%
77,191
-1.4%
1.44%
+5.0%
Q2 2014$4,510,000
-7.1%
78,266
-2.1%
1.37%
-9.7%
Q1 2014$4,855,000
+3.6%
79,966
-0.2%
1.52%
+3.1%
Q4 2013$4,687,000
+12.5%
80,148
-0.6%
1.47%
+4.4%
Q3 2013$4,166,000
-1.2%
80,598
+0.9%
1.41%
-5.7%
Q2 2013$4,217,00079,8751.50%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders