TRUE Private Wealth Advisors - 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
TRUE Private Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,552,643
-0.5%
38,289
-0.3%
0.77%
-6.5%
Q2 2023$5,582,674
+12.6%
38,385
+0.9%
0.82%
+12.6%
Q1 2023$4,955,847
-4.1%
38,031
-1.3%
0.73%
-7.9%
Q4 2022$5,169,511
+32.6%
38,550
+3.3%
0.80%
+34.9%
Q3 2022$3,899,000
+3.5%
37,320
+11.5%
0.59%
+7.7%
Q2 2022$3,768,000
-8.7%
33,463
+3.0%
0.55%
-5.7%
Q1 2022$4,129,000
-14.9%
32,489
+6.0%
0.58%
-15.9%
Q4 2021$4,854,000
-0.9%
30,656
+2.4%
0.69%
-3.1%
Q3 2021$4,899,000
+3.9%
29,930
-1.3%
0.71%
+1.9%
Q2 2021$4,715,000
-3.4%
30,318
-5.5%
0.70%
-11.3%
Q1 2021$4,882,000
+27.3%
32,068
+6.2%
0.79%
+22.7%
Q4 2020$3,835,000
+27.5%
30,188
-3.4%
0.64%
+25.1%
Q3 2020$3,008,000
+5.2%
31,253
+2.8%
0.51%
-1.7%
Q2 2020$2,859,000
-8.2%
30,403
-12.1%
0.52%
-21.1%
Q1 2020$3,115,000
-14.7%
34,603
+32.1%
0.66%
+18.4%
Q4 2019$3,652,000
+22.3%
26,204
+3.3%
0.56%
+8.5%
Q3 2019$2,985,000
+19.1%
25,364
+13.1%
0.52%
+20.8%
Q2 2019$2,506,000
+16.6%
22,419
+5.6%
0.43%
+4.1%
Q1 2019$2,149,000
-3.3%
21,229
-6.8%
0.41%
+4.6%
Q4 2018$2,223,000
-99.9%
22,773
+5.9%
0.39%
+15.0%
Q3 2018$2,426,559,000
+109204.5%
21,504
+0.9%
0.34%
-2.0%
Q2 2018$2,220,000
+11.2%
21,313
+17.4%
0.35%
+1.5%
Q1 2018$1,996,000
+2.1%
18,150
-0.7%
0.34%
+1.2%
Q4 2017$1,955,000
+67.1%
18,284
+49.3%
0.34%
+28.4%
Q3 2017$1,170,000
+2.9%
12,250
-1.6%
0.26%0.0%
Q2 2017$1,137,000
+18.6%
12,449
+11.8%
0.26%
+20.5%
Q1 2017$959,000
-8.0%
11,132
-9.3%
0.22%
-13.8%
Q4 2016$1,042,000
+42.0%
12,268
+13.2%
0.25%
+8.1%
Q3 2016$734,000
-8.4%
10,842
-15.9%
0.24%
-12.3%
Q2 2016$801,000
+1.3%
12,894
-3.4%
0.27%
-13.0%
Q1 2016$791,00013,3490.31%
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