Kalos Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
Kalos Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$13,031
-95.4%
100
-95.1%
0.03%
-75.0%
Q4 2019$285,000
-88.2%
2,045
-91.7%
0.10%
-90.5%
Q2 2019$2,410,000
+13.9%
24,503
+17.2%
1.10%
-20.0%
Q1 2019$2,116,000
-11.0%
20,907
-14.1%
1.37%
+18.1%
Q4 2018$2,378,000
-17.9%
24,328
-6.8%
1.16%
-25.4%
Q3 2018$2,895,000
-1.8%
26,101
-6.6%
1.55%
+12.0%
Q4 2017$2,948,000
+15.1%
27,955
+4.2%
1.39%
-15.9%
Q3 2017$2,561,000
+14.4%
26,821
+9.5%
1.65%
-19.4%
Q2 2017$2,239,000
+5.0%
24,497
+0.9%
2.05%
+35.4%
Q1 2017$2,133,000
+15.0%
24,283
+12.9%
1.51%
+0.9%
Q4 2016$1,855,000
+31.6%
21,499
+1.5%
1.50%
+24.6%
Q3 2016$1,410,000
+20.4%
21,175
+12.4%
1.20%
+32.7%
Q2 2016$1,171,000
-52.3%
18,840
-49.4%
0.91%
-55.7%
Q1 2016$2,455,000
+0.1%
37,227
-39.9%
2.04%
+11.6%
Q4 2015$2,453,00061,9761.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders