KESTRA PRIVATE WEALTH SERVICES, 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
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$34,063,893
+15.8%
234,891
+16.2%
1.07%
+6.4%
Q2 2023$29,409,422
+24.8%
202,210
+11.9%
1.01%
+7.5%
Q1 2023$23,556,975
+12.8%
180,777
+16.1%
0.94%
-11.4%
Q4 2022$20,885,997
+26.7%
155,749
-1.3%
1.06%
+10.9%
Q3 2022$16,487,000
+12.7%
157,767
+21.4%
0.95%
+14.3%
Q2 2022$14,631,000
-4.7%
129,929
+15.3%
0.84%
+9.6%
Q1 2022$15,356,000
-13.0%
112,645
+1.0%
0.76%
-9.8%
Q4 2021$17,660,000
+2.2%
111,527
+5.7%
0.84%
-12.3%
Q3 2021$17,275,000
+6.2%
105,532
+0.9%
0.96%
-2.6%
Q2 2021$16,270,000
+4.9%
104,606
+2.7%
0.99%
-8.3%
Q1 2021$15,506,000
+25.1%
101,857
+3.0%
1.08%
+18.3%
Q4 2020$12,399,000
-99.9%
98,905
-0.4%
0.91%
+10.1%
Q3 2020$9,557,000,00099,2750.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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