BigSur Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
BigSur Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,219,241
-7.0%
15,303
-6.7%
1.12%
-1.8%
Q2 2023$2,385,652
+10.5%
16,403
-1.0%
1.14%
+12.5%
Q1 2023$2,158,064
+59.8%
16,561
+64.4%
1.01%
+55.6%
Q4 2022$1,350,521
+25.9%
10,071
-1.9%
0.65%
+19.9%
Q3 2022$1,073,000
-8.8%
10,271
-1.6%
0.54%
-2.0%
Q2 2022$1,176,000
-17.4%
10,4420.0%0.55%0.0%
Q1 2022$1,423,000
-14.3%
10,442
-0.5%
0.55%
-14.8%
Q4 2021$1,661,000
-3.3%
10,4920.0%0.65%
-15.7%
Q3 2021$1,717,000
-7.9%
10,492
-12.5%
0.77%
-8.4%
Q2 2021$1,865,000
-11.8%
11,992
-13.7%
0.84%
-22.4%
Q1 2021$2,115,000
+20.8%
13,892
+0.8%
1.08%
+9.7%
Q4 2020$1,751,000
+32.1%
13,7780.0%0.99%
+17.0%
Q3 2020$1,326,000
-10.1%
13,778
-12.1%
0.84%
-19.9%
Q2 2020$1,475,000
-12.3%
15,678
-16.1%
1.06%
-16.3%
Q1 2020$1,682,000
-34.0%
18,678
+2.2%
1.26%
-12.4%
Q4 2019$2,548,000
+18.5%
18,2780.0%1.44%
-0.6%
Q3 2019$2,151,000
-6.7%
18,278
-9.9%
1.45%
-9.9%
Q2 2019$2,305,000
+1.5%
20,278
-9.6%
1.61%
+8.0%
Q1 2019$2,270,000
-11.3%
22,421
-14.5%
1.49%
-18.1%
Q4 2018$2,560,000
-10.4%
26,221
+3.6%
1.82%
+1.8%
Q3 2018$2,856,000
+32.3%
25,313
+22.2%
1.79%
+13.7%
Q2 2018$2,158,000
+8.9%
20,713
+15.0%
1.57%
+11.3%
Q1 2018$1,981,000
+29.2%
18,013
+25.6%
1.41%
-7.3%
Q4 2017$1,533,000
+6.0%
14,336
-5.3%
1.52%
+4.9%
Q3 2017$1,446,000
+1.6%
15,1360.0%1.45%
+0.6%
Q2 2017$1,423,000
+8.4%
15,1360.0%1.44%
+1.6%
Q1 2017$1,313,000
-5.7%
15,136
-6.2%
1.42%
-23.7%
Q4 2016$1,392,00016,1361.86%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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