Moisand Fitzgerald Tamayo, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Moisand Fitzgerald Tamayo, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$112,101
+3.2%
773
+3.5%
0.02%
+9.1%
Q2 2023$108,644
+3.3%
747
-7.4%
0.02%0.0%
Q1 2023$105,161
-0.4%
807
+2.5%
0.02%
-8.3%
Q4 2022$105,537
+70.2%
787
+32.3%
0.02%
+41.2%
Q3 2022$62,000
+40.9%
595
+51.0%
0.02%
+41.7%
Q2 2022$44,000
-15.4%
394
+4.0%
0.01%
-50.0%
Q1 2022$52,000
-11.9%
379
+1.3%
0.02%
+41.2%
Q4 2021$59,000
-3.3%
3740.0%0.02%
-19.0%
Q3 2021$61,000
+154.2%
374
+146.1%
0.02%
+133.3%
Q2 2021$24,000
+4.3%
1520.0%0.01%
-10.0%
Q1 2021$23,000
+15.0%
152
-5.0%
0.01%
+11.1%
Q4 2020$20,000
+33.3%
160
+5.3%
0.01%
+12.5%
Q3 2020$15,000
+15.4%
152
+13.4%
0.01%
+14.3%
Q2 2020$13,000
-40.9%
134
-45.1%
0.01%
-50.0%
Q1 2020$22,000
-35.3%
2440.0%0.01%
-22.2%
Q4 2019$34,000
+17.2%
2440.0%0.02%
+12.5%
Q3 2019$29,000
+7.4%
2440.0%0.02%
+6.7%
Q2 2019$27,000
+8.0%
2440.0%0.02%
+7.1%
Q1 2019$25,000
+4.2%
2440.0%0.01%
-6.7%
Q4 2018$24,000
-14.3%
2440.0%0.02%
-6.2%
Q3 2018$28,000
+12.0%
2440.0%0.02%
+6.7%
Q2 2018$25,000
-7.4%
2440.0%0.02%
-6.2%
Q1 2018$27,000
+3.8%
2440.0%0.02%
+6.7%
Q4 2017$26,000
+13.0%
2440.0%0.02%
+7.1%
Q3 2017$23,000
+666.7%
244
+320.7%
0.01%
+1300.0%
Q1 2016$3,000
-25.0%
580.0%0.00%
-66.7%
Q4 2015$4,000580.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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