Highland Private Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Highland Private Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$1,130,000
-21.2%
10,819
-15.0%
0.18%
-17.6%
Q2 2022$1,434,000
-6.4%
12,727
+13.2%
0.22%
+8.3%
Q1 2022$1,532,000
-19.4%
11,240
-6.3%
0.20%
-15.4%
Q4 2021$1,900,000
-3.8%
12,000
-0.6%
0.24%
-13.6%
Q3 2021$1,976,000
+11.8%
12,071
+6.2%
0.28%
+6.5%
Q2 2021$1,767,000
+4.3%
11,361
+2.0%
0.26%
-6.1%
Q1 2021$1,694,000
-41.0%
11,133
-50.7%
0.28%
+12.5%
Q4 2020$2,870,000
+155.8%
22,584
+93.7%
0.25%
+12.7%
Q3 2020$1,122,000
+7.4%
11,661
+5.0%
0.22%
-2.2%
Q2 2020$1,045,000
-46.1%
11,110
-48.4%
0.22%
-15.1%
Q1 2020$1,938,000
+31.7%
21,534
+103.9%
0.26%
-24.9%
Q4 2019$1,472,000
-38.6%
10,559
-48.2%
0.35%
+5.7%
Q3 2019$2,398,000
+9.3%
20,376
+3.9%
0.33%
+6.7%
Q2 2019$2,194,000
+84.1%
19,620
+66.5%
0.31%
+68.3%
Q1 2019$1,192,000
+115.6%
11,786
+108.0%
0.19%
-10.1%
Q4 2018$553,000
-6.3%
5,667
+8.2%
0.21%
+5.6%
Q3 2018$590,000
-44.8%
5,236
-48.9%
0.20%
+2.6%
Q2 2018$1,068,000
+167.0%
10,250
+182.1%
0.19%
-22.7%
Q1 2018$400,000
-61.0%
3,633
-62.1%
0.25%
+19.9%
Q4 2017$1,026,000
+15.3%
9,586
+3.0%
0.21%
+7.9%
Q3 2017$890,000
+112.4%
9,306
+103.2%
0.19%
-4.5%
Q2 2017$419,000
-47.9%
4,579
-50.0%
0.20%
-3.4%
Q1 2017$804,000
+101.5%
9,162
+98.4%
0.21%
+1.0%
Q4 2016$399,000
+16.3%
4,619
-10.1%
0.20%
+17.1%
Q3 2016$343,000
-44.7%
5,139
-48.4%
0.18%
+0.6%
Q2 2016$620,000
+110.2%
9,960
+99.5%
0.17%0.0%
Q1 2016$295,0004,9930.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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