Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,287,467
+3.0%
70,938
+3.3%
0.49%
-6.2%
Q2 2023$9,990,577
+16.5%
68,692
+4.4%
0.52%
+3.2%
Q1 2023$8,575,613
-1.9%
65,809
+1.0%
0.50%
-15.9%
Q4 2022$8,737,580
+27.9%
65,157
-0.3%
0.60%
+14.6%
Q3 2022$6,829,000
-1.3%
65,349
+6.4%
0.52%
-1.9%
Q2 2022$6,916,000
-25.7%
61,412
-10.0%
0.53%
-18.1%
Q1 2022$9,306,000
-5.0%
68,268
+10.3%
0.65%
-7.4%
Q4 2021$9,800,000
+1.3%
61,888
+4.7%
0.70%
-4.0%
Q3 2021$9,678,000
+7.8%
59,122
+2.4%
0.73%
+2.5%
Q2 2021$8,981,000
+13.4%
57,738
+11.0%
0.71%
-3.3%
Q1 2021$7,918,000
+1.6%
52,012
-15.2%
0.74%
+0.8%
Q4 2020$7,794,000
+40.7%
61,337
+6.6%
0.73%
+15.9%
Q3 2020$5,541,000
+6.0%
57,556
+3.6%
0.63%
-10.9%
Q2 2020$5,227,000
+10.9%
55,570
+6.2%
0.71%
-17.9%
Q1 2020$4,713,000
-36.2%
52,350
-1.2%
0.86%
-14.7%
Q4 2019$7,390,000
+18.8%
53,012
+0.3%
1.01%
+4.3%
Q3 2019$6,221,000
+5.3%
52,859
+0.0%
0.97%
+1.8%
Q2 2019$5,908,000
+24.7%
52,843
+12.9%
0.95%
+6.2%
Q1 2019$4,738,000
+8.3%
46,805
+10.6%
0.89%
-3.9%
Q4 2018$4,376,000
+3.7%
42,326
+13.2%
0.93%
+6.3%
Q3 2018$4,219,000
+10.6%
37,387
+2.1%
0.88%
+1.2%
Q2 2018$3,816,000
+16.1%
36,624
+22.5%
0.86%
+2.5%
Q1 2018$3,288,000
+74.9%
29,903
+70.1%
0.84%
+37.0%
Q4 2017$1,880,000
+18.7%
17,582
+6.0%
0.62%
-1.6%
Q3 2017$1,584,000
+8.5%
16,583
+3.8%
0.63%
+10.8%
Q2 2017$1,460,000
+3.8%
15,973
-0.2%
0.56%
+3.1%
Q1 2017$1,406,000
+13.0%
16,001
+11.0%
0.55%
+10.5%
Q4 2016$1,244,000
+41.5%
14,412
+9.1%
0.50%
+48.9%
Q3 2016$879,000
+195.0%
13,207
+175.7%
0.33%
+175.2%
Q2 2016$298,000
-8.6%
4,790
-12.9%
0.12%
-12.3%
Q1 2016$326,000
-2.7%
5,497
+8.3%
0.14%
-0.7%
Q4 2015$335,000
-21.0%
5,078
-27.5%
0.14%
-34.7%
Q1 2015$424,000
+54.7%
7,001
+49.4%
0.21%
+4.9%
Q4 2013$274,0004,6850.20%
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