Lenox Wealth Advisors, LLC - 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
Lenox Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$387,000
-15.3%
2,897
+0.4%
0.05%
-9.3%
Q4 2021$457,000
-9.1%
2,886
-6.1%
0.05%
-16.9%
Q3 2021$503,000
+0.2%
3,074
-4.8%
0.06%
+1.6%
Q2 2021$502,000
+41.8%
3,230
+38.9%
0.06%
+30.6%
Q1 2021$354,000
+0.3%
2,326
-16.2%
0.05%
-2.0%
Q4 2020$353,000
+78.3%
2,775
+35.2%
0.05%
+66.7%
Q3 2020$198,000
-3.9%
2,052
-6.1%
0.03%
-9.1%
Q2 2020$206,000
+17.0%
2,186
+11.6%
0.03%0.0%
Q1 2020$176,000
-46.3%
1,959
-16.6%
0.03%
-35.3%
Q4 2019$328,000
+38.4%
2,350
+16.5%
0.05%
+30.8%
Q3 2019$237,000
+26.7%
2,017
+20.3%
0.04%
+18.2%
Q2 2019$187,000
-3.1%
1,676
-12.3%
0.03%
-8.3%
Q1 2019$193,000
+3.2%
1,911
-0.1%
0.04%
-10.0%
Q4 2018$187,000
-13.4%
1,9120.0%0.04%
-9.1%
Q3 2018$216,000
-1.4%
1,912
-8.8%
0.04%
-8.3%
Q2 2018$219,000
+5.3%
2,097
+10.8%
0.05%0.0%
Q1 2018$208,000
+12.4%
1,893
+9.2%
0.05%
-7.7%
Q4 2017$185,000
+18400.0%
1,734
+15663.6%
0.05%
Q3 2017$1,000
-66.7%
11
-67.6%
0.00%
-100.0%
Q1 2017$3,000
-95.5%
34
-96.6%
0.00%
-94.7%
Q3 2016$66,000
-12.0%
997
-17.0%
0.02%
-13.6%
Q2 2016$75,000
+5.6%
1,2010.0%0.02%
+4.8%
Q1 2016$71,000
-26.8%
1,201
-18.2%
0.02%
-32.3%
Q4 2015$97,000
-17.1%
1,469
-23.4%
0.03%
-24.4%
Q3 2015$117,000
+21.9%
1,919
+35.4%
0.04%0.0%
Q2 2015$96,000
+11.6%
1,4170.0%0.04%
+17.1%
Q1 2015$86,000
-3.4%
1,4170.0%0.04%
-5.4%
Q4 2014$89,000
-11.9%
1,417
-15.6%
0.04%
-17.8%
Q3 2014$101,000
-9.8%
1,679
-16.6%
0.04%
-11.8%
Q2 2014$112,000
+40.0%
2,012
+52.5%
0.05%
+8.5%
Q1 2014$80,000
-2.4%
1,319
-6.2%
0.05%
-19.0%
Q4 2013$82,000
+115.8%
1,406
+90.5%
0.06%
+65.7%
Q3 2013$38,000
-35.6%
738
-34.3%
0.04%
-47.0%
Q2 2013$59,0001,1230.07%
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