Arete Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Arete Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$4,701
-5.6%
32,321
-15.4%
0.42%
+2.5%
Q1 2023$4,978
-100.0%
38,202
+1.0%
0.40%
-8.8%
Q4 2022$5,074,045,270
+133322.2%
37,838
+4.0%
0.44%
+19.4%
Q3 2022$3,803,000
+14.4%
36,396
+23.4%
0.37%
+10.7%
Q2 2022$3,325,000
-7.5%
29,504
+11.9%
0.34%
+11.6%
Q1 2022$3,595,000
+5.3%
26,372
+24.5%
0.30%
+3.4%
Q4 2021$3,415,000
+8.8%
21,176
+10.5%
0.29%
-15.9%
Q3 2021$3,139,000
+22.3%
19,170
+4.2%
0.35%
-3.9%
Q2 2021$2,566,000
-6.3%
18,391
+2.3%
0.36%
+2.9%
Q1 2021$2,738,000
+27.6%
17,985
+6.4%
0.35%
+15.1%
Q4 2020$2,146,000
-2.3%
16,908
-24.6%
0.30%
-8.2%
Q3 2020$2,196,000
-12.3%
22,430
-15.7%
0.33%
-23.7%
Q2 2020$2,504,000
+10.5%
26,620
+5.8%
0.43%
-2.7%
Q1 2020$2,266,000
-40.4%
25,172
-7.7%
0.45%
-32.4%
Q4 2019$3,800,000
+19.6%
27,258
+1.0%
0.66%
+8.7%
Q3 2019$3,177,000
+10.6%
26,992
+5.1%
0.61%
+9.0%
Q2 2019$2,872,000
+11.2%
25,689
+0.7%
0.56%
+3.3%
Q1 2019$2,583,000
+14.5%
25,519
+10.5%
0.54%
-1.6%
Q4 2018$2,255,000
-15.7%
23,103
-2.5%
0.55%
-7.7%
Q3 2018$2,675,000
+5.4%
23,703
-2.7%
0.59%
-1.8%
Q2 2018$2,538,000
+62.3%
24,354
+71.0%
0.60%
+16.6%
Q1 2018$1,564,000
+7.9%
14,244
+5.1%
0.52%
+10.0%
Q4 2017$1,450,000
+82.8%
13,559
+63.2%
0.47%
+49.4%
Q3 2017$793,000
+13.1%
8,306
+8.4%
0.32%
-1.2%
Q2 2017$701,000
+4.9%
7,665
+0.8%
0.32%
+10.0%
Q1 2017$668,000
+10.4%
7,606
+8.5%
0.29%
+4.3%
Q4 2016$605,000
+76.4%
7,012
+36.2%
0.28%
+41.6%
Q3 2016$343,000
+7.2%
5,1490.0%0.20%
-2.0%
Q2 2016$320,000
-20.4%
5,149
-24.2%
0.20%
-16.2%
Q1 2016$402,000
-7.4%
6,791
+3.3%
0.24%
-8.7%
Q4 2015$434,000
+8.5%
6,573
+0.1%
0.26%
-15.7%
Q3 2015$400,000
-9.9%
6,569
+0.2%
0.31%
+4.3%
Q2 2015$444,000
+11.8%
6,557
+0.1%
0.30%
+16.8%
Q1 2015$397,000
-8.9%
6,553
-6.0%
0.26%
-16.9%
Q4 2014$436,000
+2.3%
6,973
-1.4%
0.31%
-4.3%
Q3 2014$426,000
+4.7%
7,074
+0.1%
0.32%
+1.6%
Q2 2014$407,000
-6.9%
7,070
-1.8%
0.32%
-21.9%
Q1 2014$437,000
+7.1%
7,201
+3.0%
0.41%
+1.0%
Q4 2013$408,0006,9940.40%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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