ACG Wealth - 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
ACG Wealth ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$2,650,000
-8.1%
25,355
-1.0%
0.61%
+2.9%
Q2 2022$2,883,000
-16.1%
25,604
+1.6%
0.59%
-9.2%
Q1 2022$3,435,000
-36.0%
25,198
-25.7%
0.65%
-14.9%
Q4 2021$5,369,000
-15.2%
33,908
-12.3%
0.76%
-8.3%
Q3 2021$6,331,000
+2.6%
38,679
-2.5%
0.83%
+6.3%
Q2 2021$6,170,000
-4.2%
39,665
-6.2%
0.78%
-8.3%
Q1 2021$6,440,000
+10.2%
42,307
-8.0%
0.85%
+5.8%
Q4 2020$5,842,000
+27.4%
45,973
-3.4%
0.81%
+16.8%
Q3 2020$4,584,000
-2.4%
47,613
-4.6%
0.69%
-9.8%
Q2 2020$4,695,000
-2.6%
49,912
-6.7%
0.77%
-14.6%
Q1 2020$4,818,000
-42.8%
53,520
-11.5%
0.90%
-28.5%
Q4 2019$8,428,000
+11.1%
60,456
-6.2%
1.25%
+12.1%
Q3 2019$7,584,000
-12.2%
64,441
-16.6%
1.12%
-3.5%
Q2 2019$8,638,000
+8.4%
77,259
-1.8%
1.16%
+8.6%
Q1 2019$7,966,000
+10.0%
78,692
+6.2%
1.07%
-3.9%
Q4 2018$7,240,000
-11.5%
74,108
+2.2%
1.11%
+2.4%
Q3 2018$8,182,000
+6.8%
72,508
-1.3%
1.08%
-6.6%
Q2 2018$7,659,000
-0.7%
73,490
+4.7%
1.16%
-0.7%
Q1 2018$7,716,000
+4.1%
70,161
+1.2%
1.17%
+6.7%
Q4 2017$7,412,000
+8.2%
69,314
-3.3%
1.10%
-8.2%
Q3 2017$6,848,000
-3.6%
71,702
-7.8%
1.19%
+2.2%
Q2 2017$7,104,000
+9.5%
77,736
+5.2%
1.17%
-1.8%
Q1 2017$6,489,000
+44.5%
73,869
+42.0%
1.19%
+25.2%
Q4 2016$4,490,000
+82.7%
52,028
+41.0%
0.95%
+81.6%
Q3 2016$2,457,000
+4.8%
36,899
-2.2%
0.52%
+0.2%
Q2 2016$2,345,000
+6.3%
37,734
+1.3%
0.52%
+4.8%
Q1 2016$2,207,000
+34.0%
37,262
+49.4%
0.50%
+35.3%
Q4 2015$1,647,000
+360.1%
24,947
+324.3%
0.37%
+283.3%
Q3 2015$358,0005,8800.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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