Carlson Capital Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Carlson Capital Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$835,969
+4.4%
5,765
+4.7%
0.05%
+4.2%
Q2 2023$800,568
+14.4%
5,504
+2.5%
0.05%
+6.7%
Q1 2023$699,948
-2.5%
5,371
+0.4%
0.04%
-13.5%
Q4 2022$717,616
+26.6%
5,351
-1.4%
0.05%
+8.3%
Q3 2022$567,000
-10.4%
5,428
-3.4%
0.05%
-14.3%
Q2 2022$633,000
-20.9%
5,620
-4.2%
0.06%
-16.4%
Q1 2022$800,000
-11.6%
5,865
+2.7%
0.07%
-15.2%
Q4 2021$905,000
-0.4%
5,712
+2.9%
0.08%
-18.6%
Q3 2021$909,000
+11.0%
5,553
+5.5%
0.10%
-15.7%
Q2 2021$819,000
+4.3%
5,265
+2.2%
0.12%
-14.8%
Q1 2021$785,000
+11.5%
5,154
-0.5%
0.14%
+3.8%
Q4 2020$704,000
+15.6%
5,178
-18.1%
0.13%
-1.5%
Q3 2020$609,000
-0.3%
6,323
-0.3%
0.13%
-3.6%
Q2 2020$611,000
+97.1%
6,343
+85.8%
0.14%
+73.4%
Q1 2020$310,000
-41.5%
3,414
-10.3%
0.08%
-30.1%
Q4 2019$530,000
+25.9%
3,805
+6.3%
0.11%
+11.9%
Q3 2019$421,000
+10.5%
3,579
+5.1%
0.10%
+8.6%
Q2 2019$381,000
-1.0%
3,405
-10.5%
0.09%
-3.1%
Q1 2019$385,000
+31.8%
3,803
+27.2%
0.10%
+15.7%
Q4 2018$292,000
-33.0%
2,989
-22.6%
0.08%
-26.5%
Q3 2018$436,000
+71.0%
3,861
+57.9%
0.11%
+63.8%
Q2 2018$255,000
-8.6%
2,445
-3.5%
0.07%
-10.4%
Q1 2018$279,000
-35.9%
2,534
-37.7%
0.08%
-33.6%
Q4 2017$435,000
+12.1%
4,0660.0%0.12%
+1.8%
Q3 2017$388,000
+0.3%
4,066
-3.9%
0.11%
-2.6%
Q2 2017$387,000
+7.8%
4,230
+3.6%
0.12%
+0.9%
Q1 2017$359,000
+3.2%
4,084
+1.2%
0.12%
-0.9%
Q4 2016$348,000
+19.6%
4,037
-7.5%
0.12%
+15.8%
Q3 2016$291,000
+7.4%
4,3630.0%0.10%
+4.1%
Q2 2016$271,0004,3630.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders