Stratos Wealth Partners, LTD. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Stratos Wealth Partners, LTD. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$32,025,884
+4.4%
220,837
+4.7%
0.69%
-0.9%
Q2 2023$30,666,384
+21.3%
210,852
+8.7%
0.70%
+3.1%
Q1 2023$25,275,732
-10.6%
193,966
-8.0%
0.67%
-5.7%
Q4 2022$28,259,044
+23.5%
210,731
-3.8%
0.72%
+11.9%
Q3 2022$22,889,000
-18.2%
219,034
-11.8%
0.64%
-9.4%
Q2 2022$27,974,000
-15.2%
248,418
+2.7%
0.70%
-4.3%
Q1 2022$32,983,000
-10.4%
241,952
+4.1%
0.74%
-9.5%
Q4 2021$36,791,000
-0.9%
232,341
+2.5%
0.81%
-13.9%
Q3 2021$37,108,000
+6.0%
226,694
+0.7%
0.94%
+8.5%
Q2 2021$34,998,000
+2.2%
225,011
-0.0%
0.87%
-8.1%
Q1 2021$34,254,000
+21.1%
225,016
+1.1%
0.95%
+12.9%
Q4 2020$28,280,000
+29.3%
222,550
-2.1%
0.84%
+17.0%
Q3 2020$21,875,000
+1.0%
227,220
-1.3%
0.72%
-7.0%
Q2 2020$21,659,000
+7.9%
230,263
+3.3%
0.77%
-16.1%
Q1 2020$20,066,000
-20.4%
222,884
+23.3%
0.92%
-7.1%
Q4 2019$25,200,000
+18.8%
180,776
+0.3%
0.99%
+8.0%
Q3 2019$21,209,000
+6.6%
180,214
+1.3%
0.92%
+6.4%
Q2 2019$19,898,000
+11.3%
177,974
+0.7%
0.86%
+7.2%
Q1 2019$17,883,000
+8.1%
176,660
+4.3%
0.80%
-5.7%
Q4 2018$16,539,000
-13.2%
169,421
+0.3%
0.85%
+0.1%
Q3 2018$19,060,000
+8.3%
168,916
-0.0%
0.85%
+8.5%
Q2 2018$17,602,000
-8.8%
168,921
-3.7%
0.78%
-3.3%
Q1 2018$19,292,000
+8.7%
175,429
+5.7%
0.81%
+2.0%
Q4 2017$17,748,000
+10.1%
165,958
-1.7%
0.80%
+4.6%
Q3 2017$16,120,000
+1.0%
168,782
-3.4%
0.76%
-7.6%
Q2 2017$15,964,000
+9.1%
174,658
+4.8%
0.82%
-0.4%
Q1 2017$14,636,000
+18.9%
166,623
+16.8%
0.83%
+8.1%
Q4 2016$12,309,000
+41.6%
142,651
+9.3%
0.76%
+30.5%
Q3 2016$8,694,000
+52.9%
130,554
+42.7%
0.59%
+38.9%
Q2 2016$5,685,000
+39.2%
91,490
+32.6%
0.42%
+20.6%
Q1 2016$4,085,000
-3.1%
68,974
+8.0%
0.35%
-0.6%
Q4 2015$4,216,000
-7.9%
63,847
-15.0%
0.35%
-38.8%
Q3 2015$4,580,000
+15.9%
75,127
+28.9%
0.58%
+13.4%
Q2 2015$3,951,000
-8.3%
58,305
-18.0%
0.51%
-1.2%
Q1 2015$4,310,000
+5.6%
71,136
+9.1%
0.51%
-30.2%
Q4 2014$4,081,000
+24.3%
65,207
+19.6%
0.74%
-4.5%
Q3 2014$3,283,000
+8.0%
54,499
+3.5%
0.77%
-24.1%
Q2 2014$3,039,00052,6751.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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