E&G Advisors, LP - 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
E&G Advisors, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,698,421
-0.7%
32,397
-0.4%
1.72%
+3.8%
Q2 2023$4,730,710
+9.9%
32,527
-1.5%
1.66%
+3.8%
Q1 2023$4,303,733
-3.7%
33,027
-0.9%
1.60%
-5.1%
Q4 2022$4,469,001
+25.9%
33,326
-1.9%
1.68%
+28.2%
Q3 2022$3,550,000
-9.0%
33,976
-2.0%
1.31%
-0.8%
Q2 2022$3,902,000
-16.6%
34,652
+1.0%
1.32%
+3.4%
Q1 2022$4,676,000
-15.6%
34,302
-2.0%
1.28%
-7.7%
Q4 2021$5,543,000
-3.7%
35,002
-0.4%
1.38%
-11.3%
Q3 2021$5,754,000
+5.7%
35,1521.56%
+5.5%
Q2 2021$5,446,000
+1.3%
0
-100.0%
1.48%
-6.2%
Q1 2021$5,376,000
+20.7%
35,312
+0.7%
1.58%
+14.4%
Q4 2020$4,455,000
+30.7%
35,063
-1.0%
1.38%
+17.3%
Q3 2020$3,409,000
+3.8%
35,413
+1.4%
1.17%
-7.5%
Q2 2020$3,284,000
+9.3%
34,910
+4.6%
1.27%
-14.4%
Q1 2020$3,004,000
-45.5%
33,365
-15.6%
1.48%
-27.6%
Q4 2019$5,514,000
+14.4%
39,555
-3.4%
2.05%
+6.0%
Q3 2019$4,820,000
-1.0%
40,955
-6.0%
1.93%
-7.0%
Q2 2019$4,869,000
+10.4%
43,553
+0.0%
2.08%
+7.2%
Q1 2019$4,409,000
-0.2%
43,552
-3.8%
1.94%
-3.1%
Q4 2018$4,420,000
-10.6%
45,275
+3.4%
2.00%
+6.4%
Q3 2018$4,942,000
+12.5%
43,800
+3.9%
1.88%
+2.3%
Q2 2018$4,394,000
-2.0%
42,173
+3.4%
1.84%
-4.8%
Q1 2018$4,484,000
-4.6%
40,772
-7.3%
1.93%
-2.7%
Q4 2017$4,702,000
-0.4%
43,971
-11.1%
1.98%
-7.1%
Q3 2017$4,723,000
+4.3%
49,446
-0.2%
2.13%
-2.0%
Q2 2017$4,527,000
+2.0%
49,535
-2.0%
2.18%
-4.5%
Q1 2017$4,439,000
+7.8%
50,535
+5.9%
2.28%
-6.6%
Q4 2016$4,119,000
+11.5%
47,735
-13.9%
2.44%
+12.5%
Q3 2016$3,693,000
+4.9%
55,460
-2.1%
2.17%
+1.5%
Q2 2016$3,521,000
+6.9%
56,660
+1.9%
2.14%
-0.5%
Q1 2016$3,293,000
-9.5%
55,609
+0.9%
2.15%
-1.6%
Q4 2015$3,640,000
+18.0%
55,128
+9.0%
2.18%
+11.3%
Q3 2015$3,084,000
+6.1%
50,578
+17.9%
1.96%
+15.4%
Q2 2015$2,907,000
+29.3%
42,903
+15.6%
1.70%
+28.1%
Q1 2015$2,248,000
+2.0%
37,103
+5.4%
1.33%
-7.3%
Q4 2014$2,203,000
-9.5%
35,203
-12.9%
1.43%
-8.6%
Q3 2014$2,434,000
+4.9%
40,403
+0.3%
1.56%
+4.3%
Q2 2014$2,321,000
+2.6%
40,278
+8.0%
1.50%
-15.9%
Q1 2014$2,263,000
+37.8%
37,278
+32.8%
1.78%
+16.0%
Q4 2013$1,642,00028,0811.54%
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