NewFocus Financial Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,586 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.12 and the average weighting 1.1%.

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
NewFocus Financial Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2020$3,296,000
+35.0%
25,941
+2.3%
0.97%
+19.2%
Q3 2020$2,441,000
-24.6%
25,353
-26.4%
0.81%
-29.9%
Q2 2020$3,239,000
+9.8%
34,433
+5.1%
1.16%
-14.8%
Q1 2020$2,950,000
-26.1%
32,763
+14.4%
1.36%
-12.6%
Q4 2019$3,991,000
+19.2%
28,627
+0.6%
1.56%
+6.0%
Q3 2019$3,349,000
+6.5%
28,460
+1.1%
1.47%
+1.0%
Q2 2019$3,146,000
+9.9%
28,144
-0.4%
1.46%
+2.0%
Q1 2019$2,862,000
+5.6%
28,271
+1.9%
1.43%
-10.7%
Q4 2018$2,709,000
-15.3%
27,746
-2.1%
1.60%
-7.5%
Q3 2018$3,198,000
+10.5%
28,338
+2.0%
1.73%
-0.9%
Q2 2018$2,895,000
-3.8%
27,785
+1.5%
1.74%
-7.8%
Q1 2018$3,010,000
+13.2%
27,372
+10.0%
1.89%
+16.7%
Q4 2017$2,660,000
+11.1%
24,876
-0.8%
1.62%
+4.2%
Q3 2017$2,394,000
+79.1%
25,070
+71.4%
1.56%
+106.0%
Q2 2017$1,337,00014,6260.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2019
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