Sugarloaf 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
Sugarloaf Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,980,294
-1.2%
20,551
-0.9%
0.75%
+6.8%
Q2 2023$3,017,432
+15.2%
20,747
+3.2%
0.71%
+9.6%
Q1 2023$2,620,019
-0.3%
20,106
+2.6%
0.64%
-2.4%
Q4 2022$2,627,805
+18.1%
19,596
-7.9%
0.66%
+15.8%
Q3 2022$2,226,000
-2.8%
21,288
+4.7%
0.57%
-0.7%
Q2 2022$2,291,000
-6.9%
20,341
+13.6%
0.57%
-1.5%
Q1 2022$2,462,000
-1.5%
17,903
+13.4%
0.58%
-1.7%
Q4 2021$2,500,000
+3.0%
15,787
+6.4%
0.59%
-7.2%
Q3 2021$2,428,000
+7.4%
14,835
+2.1%
0.64%
+3.7%
Q2 2021$2,261,000
+10.7%
14,525
+7.8%
0.62%
+1.0%
Q1 2021$2,042,000
+12.1%
13,468
-6.9%
0.61%
+0.2%
Q4 2020$1,821,000
+35.9%
14,470
+4.5%
0.61%
+24.5%
Q3 2020$1,340,000
+9.6%
13,851
+6.5%
0.49%
+4.3%
Q2 2020$1,223,000
+11.4%
13,001
+6.6%
0.47%
-4.7%
Q1 2020$1,098,000
-1.8%
12,197
+52.1%
0.49%
+3.6%
Q4 2019$1,118,0008,0170.48%
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