Landmark Financial Advisors, 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
Landmark Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,963,616
-1.0%
20,436
-0.7%
1.20%
-2.0%
Q2 2023$2,992,851
+10.6%
20,578
-0.9%
1.23%
+3.4%
Q1 2023$2,707,048
-6.6%
20,774
-3.9%
1.19%
-11.1%
Q4 2022$2,899,096
+39.6%
21,619
+8.8%
1.34%
+22.0%
Q3 2022$2,076,000
-6.2%
19,867
+1.1%
1.10%
+0.8%
Q2 2022$2,213,000
-10.8%
19,648
+0.4%
1.09%
-8.6%
Q1 2022$2,480,000
-17.3%
19,563
+3.4%
1.19%
-10.7%
Q4 2021$2,997,000
+4.1%
18,924
+0.1%
1.33%
-14.1%
Q3 2021$2,879,000
-3.7%
18,910
-1.7%
1.55%
+8.5%
Q2 2021$2,991,000
+3.9%
19,229
+1.7%
1.43%
-7.7%
Q1 2021$2,879,000
-45.4%
18,910
-50.5%
1.55%
+4.2%
Q4 2020$5,272,000
+39.3%
38,188
-0.0%
1.49%
+24.0%
Q3 2020$3,784,000
+108.1%
38,198
+99.6%
1.20%
+1.1%
Q2 2020$1,818,000
-0.3%
19,139
+0.3%
1.19%
-5.1%
Q1 2020$1,823,000
-34.3%
19,086
-6.1%
1.25%
-22.6%
Q4 2019$2,775,000
+9.6%
20,324
-5.5%
1.62%
+2.7%
Q3 2019$2,532,000
+5.3%
21,5180.0%1.57%
+6.9%
Q2 2019$2,405,000
+10.4%
21,5180.0%1.47%
+3.0%
Q1 2019$2,178,000
+3.4%
21,518
-0.3%
1.43%
+3.7%
Q4 2018$2,107,000
-16.3%
21,584
-3.3%
1.38%
-7.9%
Q3 2018$2,517,000
+12.9%
22,310
+4.3%
1.50%
+8.3%
Q2 2018$2,229,000
-4.7%
21,400
+0.6%
1.38%
-5.9%
Q1 2018$2,340,000
-47.8%
21,279
-49.3%
1.47%
+3.5%
Q4 2017$4,486,000
+123.9%
41,958
+100.0%
1.42%
+4.8%
Q3 2017$2,004,000
+4.5%
20,9790.0%1.35%
-1.7%
Q2 2017$1,917,000
+5.2%
20,979
+1.1%
1.38%
+1.5%
Q1 2017$1,823,000
+1.8%
20,748
-0.0%
1.36%
-5.3%
Q4 2016$1,790,000
+23.6%
20,749
-4.6%
1.43%
+16.2%
Q3 2016$1,448,000
-1.4%
21,748
-8.0%
1.23%
-10.3%
Q2 2016$1,469,000
+6.3%
23,648
+1.3%
1.37%
-2.0%
Q1 2016$1,382,000
-6.7%
23,348
+4.0%
1.40%
-10.2%
Q4 2015$1,482,000
+5.5%
22,448
-2.6%
1.56%
+0.8%
Q3 2015$1,405,000
-10.0%
23,048
+0.0%
1.55%
-4.1%
Q2 2015$1,561,000
+7.1%
23,046
-4.2%
1.62%
+5.6%
Q1 2015$1,457,000
+0.3%
24,045
+4.6%
1.53%
+2.1%
Q4 2014$1,452,00022,9881.50%
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