Bison Wealth, LLC - 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
Bison Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,678,952
-0.4%
59,847
-0.1%
1.68%
+4.1%
Q2 2023$8,714,876
+22.6%
59,921
+14.7%
1.62%
-26.6%
Q1 2023$7,108,778
-1.3%
52,251
+0.9%
2.20%
-4.1%
Q4 2022$7,201,774
+31.7%
51,763
-1.1%
2.30%
+7.2%
Q3 2022$5,469,000
+37.9%
52,336
+48.6%
2.15%
-5.8%
Q2 2022$3,967,000
-11.8%
35,230
+6.7%
2.28%
-0.8%
Q1 2022$4,500,000
-4.7%
33,007
+10.7%
2.30%
-16.5%
Q4 2021$4,720,000
-5.3%
29,805
-2.1%
2.75%
+20.8%
Q3 2021$4,982,000
+4.0%
30,433
-1.2%
2.28%
+8.7%
Q2 2021$4,791,000
+2.0%
30,802
-0.1%
2.10%
+4.1%
Q1 2021$4,696,000
+26.4%
30,847
+5.5%
2.01%
+16.0%
Q4 2020$3,715,000
+24.1%
29,233
-6.0%
1.74%
-1.2%
Q3 2020$2,993,000
-0.7%
31,085
-3.0%
1.76%
-7.7%
Q2 2020$3,013,000
+1.7%
32,037
-2.6%
1.90%
-11.4%
Q1 2020$2,962,000
-35.4%
32,901
-0.0%
2.15%
-2.2%
Q4 2019$4,587,000
+27.1%
32,902
+7.3%
2.20%
+9.6%
Q3 2019$3,610,000
+4.1%
30,671
-1.1%
2.00%
-0.7%
Q2 2019$3,467,000
+9.1%
31,007
-1.2%
2.02%
+3.6%
Q1 2019$3,177,000
+8.2%
31,386
+4.4%
1.95%
-8.6%
Q4 2018$2,936,000
-13.6%
30,071
-0.1%
2.13%
-4.0%
Q3 2018$3,397,000
+8.0%
30,103
-0.2%
2.22%
-5.1%
Q2 2018$3,144,000
-2.1%
30,174
+3.4%
2.34%
-4.3%
Q1 2018$3,210,000
-0.9%
29,187
-3.6%
2.45%
+2.7%
Q4 2017$3,239,000
+8.0%
30,287
-3.5%
2.38%
-0.7%
Q3 2017$2,999,000
+1.6%
31,399
-2.7%
2.40%
-1.6%
Q2 2017$2,951,000
+2.6%
32,282
-1.4%
2.44%
-1.7%
Q1 2017$2,875,000
-5.1%
32,728
-6.8%
2.48%
-3.9%
Q4 2016$3,031,000
+28.2%
35,128
-1.1%
2.58%
+28.9%
Q3 2016$2,365,000
-29.3%
35,520
-34.5%
2.00%
-0.4%
Q2 2016$3,344,000
+10.6%
54,241
+6.2%
2.01%
+3.4%
Q1 2016$3,024,000
-5.8%
51,058
+4.3%
1.94%
+6.3%
Q4 2015$3,210,000
+24.3%
48,933
+14.7%
1.83%
+7.7%
Q3 2015$2,582,000
-2.4%
42,647
+8.5%
1.70%
+10.1%
Q2 2015$2,646,000
+16.3%
39,311
+4.6%
1.54%
+11.6%
Q1 2015$2,276,000
+10.6%
37,578
+14.3%
1.38%
-11.3%
Q4 2014$2,057,00032,8631.56%
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