Ken Stern & Associates, Inc. - 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
Ken Stern & Associates, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2018$455,000
+8.3%
4,0300.0%0.20%
+2.1%
Q2 2018$420,000
-51.8%
4,030
-49.2%
0.19%
-49.5%
Q1 2018$872,000
+3.2%
7,926
+0.3%
0.38%
+4.3%
Q4 2017$845,000
+8.3%
7,900
-3.2%
0.37%
+6.7%
Q3 2017$780,000
+2.6%
8,160
-1.6%
0.34%
-0.6%
Q2 2017$760,000
+4.3%
8,296
-1.0%
0.35%
+1.5%
Q1 2017$729,000
+0.8%
8,378
+0.0%
0.34%
-8.6%
Q4 2016$723,000
+27.3%
8,377
-1.7%
0.37%
-4.6%
Q3 2016$568,000
+7.2%
8,525
+0.0%
0.39%
-5.8%
Q2 2016$530,000
+12.3%
8,524
+6.9%
0.42%
+27.2%
Q1 2016$472,000
+0.6%
7,975
+12.3%
0.33%
+3.8%
Q4 2015$469,000
+12.2%
7,103
+3.7%
0.32%
-2.8%
Q3 2015$418,000
+8.3%
6,848
+16.9%
0.32%
+16.1%
Q2 2015$386,000
+23.7%
5,856
+13.5%
0.28%
+19.2%
Q1 2015$312,000
+16.4%
5,158
+20.4%
0.23%
+12.5%
Q4 2014$268,0004,2840.21%
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