Bristlecone Advisors, 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
Bristlecone Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,944,340
+2.1%
40,990
+2.4%
0.67%
+14.2%
Q2 2023$5,823,119
+10.1%
40,038
-1.4%
0.58%
+0.9%
Q1 2023$5,291,078
-4.4%
40,604
-1.7%
0.58%
-14.6%
Q4 2022$5,536,939
+27.8%
41,290
-0.4%
0.68%
+20.0%
Q3 2022$4,333,000
-6.2%
41,467
+1.0%
0.57%
-0.9%
Q2 2022$4,621,000
-11.9%
41,038
+6.6%
0.57%
-11.3%
Q1 2022$5,246,000
-16.8%
38,482
-3.4%
0.64%
-14.9%
Q4 2021$6,307,000
-9.4%
39,828
-6.3%
0.76%
-16.9%
Q3 2021$6,959,000
+2.5%
42,512
-2.6%
0.91%
-0.8%
Q2 2021$6,786,000
+4.4%
43,631
+2.2%
0.92%
-6.5%
Q1 2021$6,500,000
+20.3%
42,699
+0.4%
0.98%
+14.2%
Q4 2020$5,404,000
+33.7%
42,529
+1.3%
0.86%
+16.5%
Q3 2020$4,043,000
+5.1%
41,993
+2.7%
0.74%
-5.3%
Q2 2020$3,846,000
+7.5%
40,889
+2.9%
0.78%
-8.7%
Q1 2020$3,579,000
-48.1%
39,751
-19.6%
0.85%
-38.4%
Q4 2019$6,896,000
+47.8%
49,469
+24.8%
1.38%
+21.8%
Q3 2019$4,666,000
-15.9%
39,650
-20.1%
1.14%
-13.7%
Q2 2019$5,545,000
+34.2%
49,600
+21.5%
1.32%
+13.7%
Q1 2019$4,132,000
+15.7%
40,820
+11.6%
1.16%
+7.9%
Q4 2018$3,571,000
-16.0%
36,583
-2.9%
1.07%
+0.3%
Q3 2018$4,250,000
+80.5%
37,666
+66.7%
1.07%
+36.4%
Q2 2018$2,355,000
-14.7%
22,597
-10.0%
0.78%
-15.4%
Q1 2018$2,760,000
-16.8%
25,097
-19.1%
0.93%
-11.9%
Q4 2017$3,316,000
+12.5%
31,009
+0.5%
1.05%
+9.9%
Q3 2017$2,948,000
+8.7%
30,864
+4.0%
0.96%
+4.0%
Q2 2017$2,713,000
+5.9%
29,684
+1.8%
0.92%
+2.8%
Q1 2017$2,561,000
+2.1%
29,154
+0.3%
0.90%
+0.1%
Q4 2016$2,509,000
+297.0%
29,072
+206.5%
0.89%
+292.1%
Q3 2016$632,000
+7.1%
9,485
-0.2%
0.23%
+4.6%
Q2 2016$590,000
-99.9%
9,500
-10.4%
0.22%
-12.4%
Q1 2016$628,206,000
+85720.5%
10,608
-4.4%
0.25%
-19.4%
Q4 2015$732,00011,0930.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders