HGI Capital Management, 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
HGI Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$1,915,000
-17.2%
14,046
-3.9%
0.59%
-28.8%
Q4 2021$2,314,000
-20.9%
14,614
-18.2%
0.83%
-29.7%
Q3 2021$2,924,000
-7.5%
17,865
-12.1%
1.18%
+7.2%
Q2 2021$3,161,000
-53.5%
20,324
-54.5%
1.10%
-61.8%
Q1 2021$6,793,000
-10.9%
44,621
-25.6%
2.88%
-19.1%
Q4 2020$7,626,000
+74.1%
60,014
+31.9%
3.57%
+38.8%
Q3 2020$4,379,000
+27.0%
45,488
+24.1%
2.57%
+20.9%
Q2 2020$3,447,000
-34.5%
36,647
-37.3%
2.12%
-57.4%
Q1 2020$5,262,000
+7.5%
58,442
+66.4%
4.98%
+110.4%
Q4 2019$4,895,000
-0.8%
35,116
-16.3%
2.37%
-12.6%
Q3 2019$4,935,000
-13.5%
41,936
-17.8%
2.71%
+4.6%
Q2 2019$5,707,000
+37.4%
51,043
+24.4%
2.59%
+18.7%
Q1 2019$4,154,000
-51.1%
41,039
-52.9%
2.18%
-69.9%
Q4 2018$8,499,000
+92.2%
87,059
+122.1%
7.26%
+137.3%
Q3 2018$4,423,000
-56.0%
39,197
-59.4%
3.06%
-28.6%
Q2 2018$10,048,000
+11.6%
96,430
+17.8%
4.29%
-10.9%
Q1 2018$9,003,000
+87.1%
81,869
+81.9%
4.81%
+57.2%
Q4 2017$4,812,000
-25.4%
45,000
-33.3%
3.06%
-50.2%
Q3 2017$6,447,000
+56.7%
67,500
+50.0%
6.15%
+21.7%
Q2 2017$4,114,00045,0005.05%
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