Capital Analysts, 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
Capital Analysts, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,882
+2.0%
54,353
+2.3%
0.44%
+2.3%
Q2 2023$7,728
+48.4%
53,137
+32.9%
0.43%
+44.0%
Q1 2023$5,209
-1.6%
39,972
+1.2%
0.30%
-7.7%
Q4 2022$5,296
-99.9%
39,492
+3.5%
0.32%
+17.5%
Q3 2022$3,987,000
-3.6%
38,154
+3.8%
0.28%
-4.5%
Q2 2022$4,138,000
-16.4%
36,747
+1.2%
0.29%
-8.0%
Q1 2022$4,948,000
-16.1%
36,297
-2.5%
0.31%
-12.6%
Q4 2021$5,895,000
-6.5%
37,223
-3.3%
0.36%
-13.5%
Q3 2021$6,304,000
+5.8%
38,513
+0.6%
0.41%
+3.5%
Q2 2021$5,957,000
-1.2%
38,298
-3.3%
0.40%
-4.1%
Q1 2021$6,032,000
+50.3%
39,623
+25.5%
0.42%
+18.5%
Q4 2020$4,012,000
+26.2%
31,574
-4.3%
0.35%
+16.6%
Q3 2020$3,178,000
+7.6%
33,008
+5.2%
0.30%
-2.6%
Q2 2020$2,953,000
+4.9%
31,390
+0.3%
0.31%
-10.4%
Q1 2020$2,816,000
-38.3%
31,283
-4.4%
0.35%
-23.3%
Q4 2019$4,563,000
+21.3%
32,731
+2.4%
0.45%
+13.6%
Q3 2019$3,761,000
+6.4%
31,957
+1.1%
0.40%
+3.1%
Q2 2019$3,535,000
+10.7%
31,617
+0.2%
0.38%
+4.3%
Q1 2019$3,193,000
+1.7%
31,542
-1.9%
0.37%
-10.7%
Q4 2018$3,140,000
-99.9%
32,163
-50.9%
0.41%
-2.1%
Q3 2018$3,702,419,000
+107061.2%
65,554
+97.7%
0.42%
+2.7%
Q2 2018$3,455,000
-3.8%
33,159
+1.5%
0.41%
-7.4%
Q1 2018$3,593,000
+4.2%
32,671
+1.3%
0.44%
+2.8%
Q4 2017$3,449,000
+7.4%
32,250
-4.1%
0.43%
+0.5%
Q3 2017$3,211,000
-99.9%
33,621
+0.6%
0.43%
-1.4%
Q2 2017$3,054,392,000
+4.1%
33,417
+0.1%
0.44%
-5.8%
Q1 2017$2,933,931,000
+84597.8%
33,400
-16.8%
0.46%
-23.7%
Q4 2016$3,464,000
-99.9%
40,147
-13.0%
0.61%
+5.2%
Q3 2016$3,073,775,000
+2.5%
46,159
-4.4%
0.58%
-4.5%
Q2 2016$3,000,114,000
+4.6%
48,279
-0.4%
0.60%
+4.9%
Q1 2016$2,869,376,000
-8.2%
48,452
+2.4%
0.58%
-9.3%
Q4 2015$3,125,652,000
+9.7%
47,336
+1.3%
0.64%
+16.5%
Q3 2015$2,848,717,000
-6.1%
46,723
+4.4%
0.54%
-12.1%
Q2 2015$3,033,617,000
+16.3%
44,770
+4.0%
0.62%
+14.2%
Q1 2015$2,607,851,000
-7.4%
43,048
-4.4%
0.54%
-12.3%
Q4 2014$2,817,494,000
+8.4%
45,022
+4.4%
0.62%
+1.5%
Q3 2014$2,598,967,000
+593.9%
43,143
+563.7%
0.61%
+570.3%
Q2 2014$374,545,000
+5.5%
6,500
+11.1%
0.09%
-2.2%
Q1 2014$355,064,000
+23.4%
5,848
+18.9%
0.09%
+19.2%
Q4 2013$287,725,000
+18.0%
4,920
+4.3%
0.08%
+6.8%
Q3 2013$243,886,000
-35.5%
4,718
-34.2%
0.07%
-38.7%
Q2 2013$378,321,000
+28.3%
7,166
+15.3%
0.12%
+20.2%
Q1 2013$294,964,000
+31.2%
6,215
+21.6%
0.10%
+8.8%
Q4 2012$224,832,0005,1130.09%
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