BerganKDV 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
BerganKDV Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$5,785,170
+9.2%
39,777
-2.2%
0.58%
+6.0%
Q1 2023$5,298,984
+2.9%
40,664
+5.9%
0.55%
-2.2%
Q4 2022$5,148,636
+36.9%
38,394
+6.7%
0.56%
+24.0%
Q3 2022$3,762,000
-1.5%
35,995
+6.1%
0.45%
+3.0%
Q2 2022$3,819,000
+202.4%
33,916
+266.0%
0.44%
+223.7%
Q1 2022$1,263,000
-22.2%
9,267
-9.6%
0.14%
-20.6%
Q4 2021$1,624,000
+6.9%
10,255
+10.5%
0.17%
-1.2%
Q3 2021$1,519,000
+5.8%
9,278
+0.5%
0.17%
+1.2%
Q2 2021$1,436,000
-13.0%
9,230
-14.9%
0.17%
-19.8%
Q1 2021$1,651,000
+11.3%
10,845
-7.1%
0.21%
+1.4%
Q4 2020$1,483,000
+23.5%
11,668
-6.4%
0.21%
+10.0%
Q3 2020$1,201,000
+1.7%
12,472
-0.7%
0.19%
-5.9%
Q2 2020$1,181,000
+7.4%
12,555
+2.8%
0.20%
-10.2%
Q1 2020$1,100,000
-31.1%
12,218
+6.7%
0.22%
-20.8%
Q4 2019$1,597,000
+23.3%
11,456
+4.2%
0.28%
+10.9%
Q3 2019$1,295,000
+6.6%
10,999
+1.2%
0.26%
+6.7%
Q2 2019$1,215,000
+10.1%
10,868
-0.3%
0.24%
+6.2%
Q1 2019$1,104,000
+2.7%
10,906
-1.0%
0.23%
-10.3%
Q4 2018$1,075,000
-17.2%
11,013
-4.3%
0.25%
-9.7%
Q3 2018$1,298,000
+11.0%
11,503
+2.6%
0.28%
+6.9%
Q2 2018$1,169,000
-3.3%
11,216
+2.1%
0.26%
-21.1%
Q1 2018$1,209,000
-3.5%
10,990
-6.2%
0.33%
+10.7%
Q4 2017$1,253,000
-1.3%
11,716
-11.8%
0.30%
-6.0%
Q3 2017$1,269,000
+65.4%
13,284
+58.3%
0.32%
+45.9%
Q2 2017$767,000
+5.4%
8,393
+1.2%
0.22%
+0.9%
Q1 2017$728,000
+2.1%
8,293
+0.3%
0.22%
-8.9%
Q4 2016$713,000
+37.4%
8,266
+6.1%
0.24%
+31.7%
Q3 2016$519,000
-45.1%
7,789
-49.9%
0.18%
-23.7%
Q2 2016$945,000
+115.3%
15,554
+109.7%
0.24%
-10.6%
Q1 2016$439,0007,4190.26%
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