COOPER/HAIMS ADVISORS, LLC - 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
COOPER/HAIMS ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$411,051
+2.5%
2,834
+2.8%
0.32%
+3.9%
Q2 2023$401,144
+16.7%
2,758
+4.5%
0.31%
+12.0%
Q1 2023$343,841
+97030.2%
2,639
+0.1%
0.28%
+9.6%
Q4 2022$354
-99.9%
2,637
-4.2%
0.25%
+5.5%
Q3 2022$288,000
-10.3%
2,754
-3.4%
0.24%
+12.8%
Q2 2022$321,000
-15.5%
2,852
+2.4%
0.21%
-14.9%
Q1 2022$380,000
-31.5%
2,785
-20.5%
0.25%
-27.5%
Q4 2021$555,000
-3.1%
3,502
+0.0%
0.34%
-0.9%
Q3 2021$573,000
+5.1%
3,5010.0%0.34%
-3.6%
Q2 2021$545,000
+47.3%
3,501
+44.0%
0.36%
+36.6%
Q1 2021$370,000
+25.9%
2,431
+5.1%
0.26%
+16.4%
Q4 2020$294,000
+14.0%
2,314
+25.0%
0.22%
+58.5%
Q4 2019$258,000
+18.3%
1,8510.0%0.14%
+6.8%
Q3 2019$218,000
+5.3%
1,8510.0%0.13%
+3.1%
Q2 2019$207,000
-11.9%
1,851
-11.2%
0.13%
-20.4%
Q3 2018$235,000
+7.3%
2,084
-0.9%
0.16%0.0%
Q2 2018$219,000
-3.5%
2,102
+1.6%
0.16%
-19.0%
Q1 2018$227,000
-0.4%
2,068
-3.1%
0.20%
-5.2%
Q4 2017$228,0002,1340.21%
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