MISSION WEALTH MANAGEMENT, LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
MISSION WEALTH MANAGEMENT, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,634,284
+5.8%
31,956
+6.1%
0.17%
+4.8%
Q2 2023$4,380,291
+29.4%
30,118
+15.9%
0.16%
+16.2%
Q1 2023$3,385,454
-4.6%
25,980
-1.9%
0.14%
-16.5%
Q4 2022$3,549,976
+39.4%
26,473
+8.6%
0.17%
+25.9%
Q3 2022$2,547,000
-5.7%
24,375
+1.6%
0.14%
-4.9%
Q2 2022$2,702,000
-14.7%
23,991
+3.3%
0.14%
-2.7%
Q1 2022$3,167,000
-15.8%
23,235
-2.2%
0.15%
-13.6%
Q4 2021$3,762,000
+24.3%
23,760
+28.5%
0.17%
+9.7%
Q3 2021$3,027,000
+2.4%
18,494
-2.7%
0.15%
-1.9%
Q2 2021$2,956,000
+5.3%
19,007
+3.0%
0.16%
-3.7%
Q1 2021$2,808,000
+40.1%
18,448
+17.0%
0.16%
+30.4%
Q4 2020$2,004,000
+33.4%
15,772
+1.1%
0.12%
+11.6%
Q3 2020$1,502,000
-6.1%
15,598
-8.3%
0.11%
-18.8%
Q2 2020$1,600,000
+22.0%
17,016
+16.8%
0.14%
-4.8%
Q1 2020$1,312,000
-28.9%
14,572
+10.1%
0.14%
-18.1%
Q4 2019$1,845,000
+19.9%
13,238
+1.2%
0.18%
+7.9%
Q3 2019$1,539,000
+19.4%
13,077
+13.4%
0.16%
+13.9%
Q2 2019$1,289,000
+7.5%
11,530
-2.7%
0.14%
+3.6%
Q1 2019$1,199,000
+3.6%
11,848
-0.0%
0.14%
-7.9%
Q4 2018$1,157,000
-9.2%
11,850
+4.9%
0.15%
-10.1%
Q3 2018$1,274,000
+8.0%
11,292
-0.3%
0.17%
-3.4%
Q2 2018$1,180,000
-2.2%
11,329
+3.2%
0.17%
-10.8%
Q1 2018$1,207,000
+6.6%
10,974
+3.7%
0.20%
+0.5%
Q4 2017$1,132,000
+14.2%
10,586
+2.1%
0.19%
+6.6%
Q3 2017$991,000
+7.3%
10,373
+2.6%
0.18%
+4.0%
Q2 2017$924,000
-1.5%
10,112
-5.3%
0.18%
-3.8%
Q1 2017$938,000
-5.3%
10,677
-7.0%
0.18%
-7.6%
Q4 2016$991,000
+71.2%
11,486
+32.1%
0.20%
+40.7%
Q3 2016$579,000
+3.6%
8,696
-3.4%
0.14%
-6.0%
Q2 2016$559,000
+2.8%
9,000
-2.0%
0.15%
+2.1%
Q1 2016$544,000
+38.1%
9,188
+54.1%
0.15%
+31.5%
Q4 2015$394,000
+30.5%
5,964
+20.5%
0.11%
+22.0%
Q3 2015$302,000
+11.9%
4,948
+11.0%
0.09%
-1.1%
Q2 2015$270,0004,4590.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders