Capital Advisors, Ltd. LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Capital Advisors, Ltd. LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,508
-0.3%
10,3970.0%0.23%
+2.2%
Q2 2023$1,512
+27.9%
10,397
+14.6%
0.23%
+16.5%
Q1 2023$1,182
-0.8%
9,069
-11.1%
0.19%
-6.3%
Q4 2022$1,192
-99.9%
10,207
+0.2%
0.21%0.0%
Q3 2022$1,065,000
-13.6%
10,190
-6.8%
0.21%
-10.4%
Q2 2022$1,232,000
-16.4%
10,936
+1.1%
0.23%
-5.7%
Q1 2022$1,474,000
-21.6%
10,812
-9.0%
0.24%
-19.4%
Q4 2021$1,881,000
+6.8%
11,880
+10.3%
0.30%
-3.2%
Q3 2021$1,762,000
+17.9%
10,767
+12.0%
0.31%
+17.2%
Q2 2021$1,495,000
+10.8%
9,613
+8.4%
0.27%
+8.1%
Q1 2021$1,349,000
+19.8%
8,8640.0%0.25%
-0.4%
Q4 2020$1,126,000
+29.0%
8,864
-2.2%
0.25%
+14.2%
Q3 2020$873,000
+2.3%
9,0640.0%0.22%
-3.1%
Q2 2020$853,000
+4.5%
9,0640.0%0.22%
-12.1%
Q1 2020$816,000
+20.0%
9,064
+85.9%
0.26%
+48.0%
Q4 2019$680,000
+26.6%
4,876
+6.8%
0.17%
+16.1%
Q3 2019$537,000
+3.1%
4,566
-2.0%
0.15%
+1.4%
Q2 2019$521,000
+56.5%
4,659
+41.6%
0.15%
+63.3%
Q1 2019$333,000
+3.7%
3,2900.0%0.09%
-5.3%
Q4 2018$321,000
-13.5%
3,2900.0%0.10%
-9.5%
Q3 2018$371,000
+83.7%
3,290
+70.0%
0.10%
+66.7%
Q2 2018$202,000
-5.2%
1,9350.0%0.06%
-8.7%
Q1 2018$213,000
+2.9%
1,9350.0%0.07%
+1.5%
Q4 2017$207,000
+11.9%
1,9350.0%0.07%
+4.6%
Q3 2017$185,000
+4.5%
1,9350.0%0.06%0.0%
Q2 2017$177,000
+59.5%
1,935
+53.0%
0.06%
+51.2%
Q1 2017$111,000
-6.7%
1,265
-8.4%
0.04%
-12.2%
Q4 2016$119,000
+38.4%
1,381
+6.7%
0.05%
+28.9%
Q3 2016$86,000
+7.5%
1,2940.0%0.04%0.0%
Q2 2016$80,000
-2.4%
1,294
-6.2%
0.04%
-7.3%
Q1 2016$82,000
-9.9%
1,3790.0%0.04%
-12.8%
Q4 2015$91,000
+2.2%
1,379
-5.9%
0.05%
-4.1%
Q3 2015$89,000
-34.1%
1,466
-26.6%
0.05%
-30.0%
Q2 2015$135,000
+60.7%
1,996
+44.7%
0.07%
+59.1%
Q1 2015$84,000
-2.3%
1,3790.0%0.04%
-6.4%
Q4 2014$86,000
+1620.0%
1,379
+6.1%
0.05%
+1466.7%
Q3 2014$5,000
-94.8%
1,300
-22.6%
0.00%
-94.4%
Q2 2014$97,000
-4.9%
1,6790.0%0.05%
-10.0%
Q1 2014$102,000
+4.1%
1,6790.0%0.06%
-7.7%
Q4 2013$98,0001,6790.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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