BEACON INVESTMENT ADVISORY SERVICES, 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$39,767,158
-1.7%
274,218
-1.4%
1.96%
+5.0%
Q2 2023$40,435,152
+8.8%
278,019
-2.5%
1.86%
+3.2%
Q1 2023$37,161,072
-5.3%
285,174
-2.5%
1.81%
-10.1%
Q4 2022$39,231,971
+29.3%
292,558
+0.7%
2.01%
+20.3%
Q3 2022$30,353,000
-10.3%
290,456
-3.3%
1.67%
-5.3%
Q2 2022$33,839,000
-17.3%
300,496
+0.2%
1.76%
+1.0%
Q1 2022$40,895,000
-13.9%
299,995
-0.0%
1.74%
-5.5%
Q4 2021$47,521,000
-2.8%
300,099
+0.5%
1.85%
-8.8%
Q3 2021$48,887,000
+3.6%
298,655
-1.6%
2.02%
+5.9%
Q2 2021$47,203,000
+2.3%
303,478
+0.2%
1.91%
-5.1%
Q1 2021$46,125,000
+19.7%
302,996
-0.1%
2.01%
+13.1%
Q4 2020$38,533,000
+25.4%
303,242
-5.0%
1.78%
+11.7%
Q3 2020$30,739,000
+0.3%
319,302
-2.0%
1.60%
-8.6%
Q2 2020$30,633,000
+2.4%
325,678
-2.0%
1.74%
-17.3%
Q1 2020$29,910,000
-34.7%
332,222
+1.0%
2.11%
-13.7%
Q4 2019$45,837,000
+111.2%
328,815
+78.3%
2.44%
+12.7%
Q3 2019$21,699,000
+9.6%
184,377
+4.2%
2.17%
+3.5%
Q2 2019$19,792,000
+10.5%
177,029
+0.0%
2.10%
+10.4%
Q1 2019$17,912,000
+1.4%
176,946
-2.2%
1.90%
-2.8%
Q4 2018$17,662,000
-10.1%
180,928
+3.9%
1.95%
+2.4%
Q3 2018$19,646,000
+6.2%
174,102
-1.9%
1.91%
+2.0%
Q2 2018$18,502,000
-5.1%
177,560
+0.1%
1.87%
-7.0%
Q1 2018$19,506,000
+5.6%
177,379
+2.7%
2.01%
+3.1%
Q4 2017$18,475,000
+0.3%
172,762
-10.4%
1.95%
+23.5%
Q3 2017$18,423,000
+1434.0%
192,889
+1368.4%
1.58%
+634.9%
Q2 2017$1,201,000
+43.8%
13,136
+38.1%
0.22%
+34.4%
Q1 2017$835,000
+28.9%
9,510
+26.7%
0.16%
+28.0%
Q4 2016$648,000
+33.1%
7,506
+2.6%
0.12%
+17.9%
Q3 2016$487,000
+10.4%
7,315
+3.1%
0.11%
+10.4%
Q2 2016$441,000
+9.2%
7,095
+4.1%
0.10%
+11.6%
Q1 2016$404,000
-9.4%
6,815
+1.0%
0.09%
+2.4%
Q4 2015$446,000
+6.2%
6,748
-2.0%
0.08%
+7.7%
Q3 2015$420,000
-17.2%
6,885
-8.0%
0.08%
-2.5%
Q2 2015$507,0007,4850.08%
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