IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,047,199
-51.9%
48,596
-61.9%
0.32%
-1.6%
Q2 2023$14,641,585
+84.4%
127,406
+35.5%
0.32%
-6.7%
Q1 2023$7,938,492
+73106.3%
94,059
-26.6%
0.34%
+19.0%
Q4 2022$10,844
-99.9%
128,207
-2.4%
0.29%
-0.7%
Q3 2022$11,210,000
+4.7%
131,320
+4.7%
0.29%
-13.4%
Q2 2022$10,704,000
-41.6%
125,420
-41.8%
0.34%
+47.2%
Q1 2022$18,331,000
+37.4%
215,548
+156.2%
0.23%
-12.3%
Q4 2021$13,339,000
-1.5%
84,148
+1.7%
0.26%
-3.7%
Q3 2021$13,539,000
+15.9%
82,744
+10.4%
0.27%
+12.0%
Q2 2021$11,683,000
+22.8%
74,975
+20.0%
0.24%
+30.8%
Q1 2021$9,513,000
+14.1%
62,455
-4.9%
0.18%
-45.3%
Q4 2020$8,337,000
+43.0%
65,666
+8.5%
0.34%
-2.9%
Q3 2020$5,831,000
+6.8%
60,499
+3.0%
0.35%
-19.6%
Q2 2020$5,462,000
+2.9%
58,750
+8.6%
0.43%
-19.1%
Q1 2020$5,306,000
-32.0%
54,095
-3.3%
0.54%
-8.7%
Q4 2019$7,799,000
-11.9%
55,963
-25.6%
0.59%
-1.2%
Q3 2019$8,849,000
+104.4%
75,198
+75.6%
0.59%
+0.3%
Q1 2019$4,330,000
-57.5%
42,824
-59.3%
0.59%
-5.0%
Q4 2018$10,198,000
-22.5%
105,319
-9.7%
0.62%
+16.0%
Q3 2018$13,162,000
+3.1%
116,645
-4.8%
0.54%
-0.2%
Q2 2018$12,772,000
+7.4%
122,572
+10.3%
0.54%
-0.4%
Q1 2018$11,887,0000.0%111,1520.0%0.54%0.0%
Q4 2017$11,887,000
-28.3%
111,152
-35.9%
0.54%
-18.1%
Q3 2017$16,568,000
+4.9%
173,466
+0.4%
0.66%
-1.8%
Q2 2017$15,796,000
+5.4%
172,820
+1.3%
0.67%
+2.6%
Q1 2017$14,988,000
+5.4%
170,633
+3.6%
0.65%
-4.8%
Q4 2016$14,218,000
+64.4%
164,770
+26.9%
0.69%
+52.4%
Q3 2016$8,648,000
-1.6%
129,864
-8.2%
0.45%
-8.4%
Q2 2016$8,793,000
+103.1%
141,502
+230.4%
0.49%
-16.9%
Q1 2016$4,330,000
-32.6%
42,824
-56.0%
0.59%
+37.1%
Q4 2015$6,421,00097,2470.43%
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