Tarbox Family Office, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Tarbox Family Office, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$337,317
-0.3%
2,3260.0%0.07%
+6.1%
Q2 2023$338,293
+11.6%
2,3260.0%0.07%
+8.2%
Q1 2023$303,101
-3.0%
2,326
-0.2%
0.06%
-10.3%
Q4 2022$312,453
-46.1%
2,330
-54.7%
0.07%
-47.7%
Q2 2022$580,000
+150.0%
5,147
+202.6%
0.13%
+176.6%
Q1 2022$232,000
-79.9%
1,701
-76.7%
0.05%
-76.4%
Q4 2021$1,154,000
-38.6%
7,289
-36.5%
0.20%
-42.2%
Q3 2021$1,879,000
+0.3%
11,477
-4.7%
0.34%
+2.7%
Q2 2021$1,873,000
+68.0%
12,040
+64.4%
0.34%
+53.0%
Q1 2021$1,115,000
+19.8%
7,3230.0%0.22%
+12.3%
Q4 2020$931,000
+32.1%
7,323
-0.0%
0.20%
+13.4%
Q3 2020$705,000
-0.1%
7,325
-2.4%
0.17%
-6.0%
Q2 2020$706,000
+3.7%
7,502
-0.9%
0.18%
-17.2%
Q1 2020$681,000
-36.9%
7,569
-2.3%
0.22%
-25.1%
Q4 2019$1,080,000
+411.8%
7,750
+332.7%
0.30%
+360.9%
Q3 2019$211,000
+5.5%
1,7910.0%0.06%
+1.6%
Q2 2019$200,000
-14.9%
1,791
-22.8%
0.06%
-26.7%
Q1 2019$235,000
+4.0%
2,3190.0%0.09%
-8.5%
Q4 2018$226,000
-19.9%
2,319
-7.1%
0.09%
-7.8%
Q3 2018$282,000
+60.2%
2,495
+47.6%
0.10%
+50.0%
Q2 2018$176,000
-31.2%
1,690
-27.3%
0.07%
-31.3%
Q1 2018$256,000
+7.6%
2,324
+4.5%
0.10%
+5.3%
Q4 2017$238,000
+56.6%
2,224
+39.9%
0.09%
+40.3%
Q3 2017$152,000
-48.6%
1,590
-50.9%
0.07%
-54.1%
Q2 2017$296,000
+134.9%
3,236
+125.3%
0.15%
+124.6%
Q1 2017$126,000
+1.6%
1,4360.0%0.06%
-8.5%
Q4 2016$124,000
+30.5%
1,436
+0.2%
0.07%
+16.4%
Q3 2016$95,000
+8.0%
1,433
+1.6%
0.06%
-3.2%
Q2 2016$88,000
+4.8%
1,411
-0.4%
0.06%
-1.6%
Q1 2016$84,000
-7.7%
1,417
+2.5%
0.06%
-13.5%
Q4 2015$91,000
+11.0%
1,383
+2.2%
0.07%
-1.3%
Q3 2015$82,000
-9.9%
1,353
+0.8%
0.08%
-5.1%
Q2 2015$91,000
+12.3%
1,3420.0%0.08%
+11.3%
Q1 2015$81,000
-3.6%
1,342
-0.4%
0.07%
-9.0%
Q4 2014$84,000
+1.2%
1,348
-2.7%
0.08%
+4.0%
Q3 2014$83,000
+12.2%
1,385
+7.4%
0.08%
+13.6%
Q2 2014$74,000
-14.0%
1,289
-9.6%
0.07%
-14.3%
Q1 2014$86,000
-63.2%
1,426
-64.4%
0.08%
-60.5%
Q4 2013$234,0004,0010.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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