Coastal Bridge Advisors, LLC - 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
Coastal Bridge Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,376,933
+3.5%
9,495
+3.8%
0.37%
+13.2%
Q2 2023$1,330,878
-10.5%
9,151
-19.8%
0.33%
-13.3%
Q1 2023$1,487,549
-2.0%
11,415
+0.9%
0.38%
-12.8%
Q4 2022$1,517,245
-46.2%
11,314
-58.1%
0.43%
-43.2%
Q3 2022$2,820,000
-7.2%
26,990
+0.0%
0.76%
-18.8%
Q2 2022$3,039,000
-14.2%
26,989
+3.9%
0.94%
+14.6%
Q1 2022$3,543,000
-12.9%
25,987
+1.1%
0.82%
-3.8%
Q4 2021$4,070,000
+5.3%
25,701
+8.9%
0.85%
-5.0%
Q3 2021$3,864,000
+5.3%
23,603
+0.0%
0.89%
+18.6%
Q2 2021$3,671,000
+6.8%
23,601
+4.5%
0.75%
+19.5%
Q1 2021$3,437,000
+23.2%
22,575
+2.8%
0.63%
+13.7%
Q4 2020$2,790,000
+24.6%
21,955
-5.6%
0.55%
-18.9%
Q3 2020$2,239,000
-4.6%
23,262
-6.8%
0.68%
-8.8%
Q2 2020$2,347,000
+3.8%
24,951
-0.6%
0.75%
-9.8%
Q1 2020$2,261,000
+93.2%
25,109
+199.1%
0.83%
+173.0%
Q4 2019$1,170,000
+24.5%
8,396
+5.2%
0.30%
-5.3%
Q3 2019$940,000
+7.4%
7,983
+2.0%
0.32%
+23.9%
Q2 2019$875,000
-2.1%
7,827
-11.3%
0.26%
-17.0%
Q1 2019$894,000
-28.7%
8,829
-31.2%
0.31%
-37.0%
Q4 2018$1,254,000
-8.9%
12,842
+5.3%
0.50%
-5.7%
Q3 2018$1,376,000
+8.3%
12,1920.0%0.52%
+2.7%
Q2 2018$1,270,000
-0.2%
12,192
+7.2%
0.51%
+10.6%
Q1 2018$1,273,000
+30.8%
11,378
+26.3%
0.46%
+48.6%
Q4 2017$973,000
+14.3%
9,010
+1.1%
0.31%
+11.5%
Q3 2017$851,000
+4.5%
8,9100.0%0.28%
+1.8%
Q2 2017$814,000
+5.2%
8,910
+1.1%
0.27%
+3.8%
Q1 2017$774,000
-8.6%
8,810
-10.2%
0.26%
-20.0%
Q4 2016$847,000
+59.2%
9,810
+22.7%
0.33%
+27.4%
Q3 2016$532,000
+7.0%
7,9950.0%0.26%
-0.4%
Q2 2016$497,000
+12.2%
7,995
+6.8%
0.26%
-15.9%
Q1 2016$443,000
-11.6%
7,487
-1.3%
0.31%
+10.4%
Q4 2015$501,0007,5880.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders