Keystone Financial Planning, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,829 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 1.36 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
Keystone Financial Planning, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$204,913
-0.3%
1,4130.0%0.07%
+4.3%
Q2 2023$205,507
-97.1%
1,413
-97.9%
0.07%
-97.4%
Q3 2022$6,992,000
+1564.8%
66,907
+1695.7%
2.69%
+1716.2%
Q2 2022$420,000
+87.5%
3,726
+163.7%
0.15%
+94.7%
Q4 2021$224,000
-3.0%
1,4130.0%0.08%
-9.5%
Q3 2021$231,000
+5.0%
1,4130.0%0.08%
+5.0%
Q2 2021$220,000
-3.9%
1,413
-6.2%
0.08%
-5.9%
Q1 2021$229,000
-19.9%
1,506
-33.2%
0.08%
-28.6%
Q4 2020$286,000
-74.1%
2,254
-80.3%
0.12%
-77.7%
Q3 2020$1,104,000
+10.6%
11,465
+8.0%
0.53%
+8.3%
Q2 2020$998,00010,6110.49%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
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