Cornerstone 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
Cornerstone Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,922,223
+8.5%
27,047
+8.8%
0.37%
+14.6%
Q2 2023$3,615,467
+27.4%
24,859
+14.1%
0.32%
+15.8%
Q1 2023$2,838,644
+40.2%
21,784
+12.4%
0.28%
+24.0%
Q3 2022$2,024,000
-9.7%
19,373
-2.7%
0.22%
-9.6%
Q2 2022$2,242,000
+3.3%
19,913
+25.1%
0.25%
+18.0%
Q1 2022$2,171,000
-14.9%
15,923
-0.8%
0.21%
-13.2%
Q4 2021$2,551,000
+3.2%
16,047
+6.2%
0.24%
-7.6%
Q3 2021$2,473,000
+7.1%
15,107
+1.8%
0.26%
+8.2%
Q2 2021$2,309,000
+2.3%
14,845
+0.1%
0.24%
-9.0%
Q1 2021$2,258,000
+18.3%
14,830
-1.2%
0.27%
+11.2%
Q4 2020$1,908,000
+41.9%
15,011
+7.4%
0.24%
+20.6%
Q3 2020$1,345,000
-11.9%
13,976
-13.9%
0.20%
-19.4%
Q2 2020$1,527,000
+24.4%
16,236
+19.1%
0.25%
+4.2%
Q1 2020$1,227,000
-32.8%
13,634
+4.1%
0.24%
-19.9%
Q4 2019$1,826,000
+14.9%
13,099
-3.0%
0.30%
+5.7%
Q3 2019$1,589,000
-10.1%
13,506
-14.4%
0.28%
-11.7%
Q2 2019$1,767,000
-42.5%
15,775
-20.5%
0.32%
-15.0%
Q1 2019$3,074,000
+103.0%
19,841
+28.5%
0.37%
+15.5%
Q4 2018$1,514,000
-89.3%
15,443
-98.9%
0.32%
+80.4%
Q3 2018$14,204,000
-24.6%
1,369,489
-30.8%
0.18%
-15.6%
Q2 2018$18,842,000
+864.8%
1,979,921
+10829.7%
0.21%
-43.2%
Q1 2018$1,953,000
-2.5%
18,115
-1.9%
0.37%
-0.8%
Q4 2017$2,003,000
+45.6%
18,470
+30.0%
0.38%
+31.9%
Q3 2017$1,376,000
+11.1%
14,204
+6.8%
0.28%
+2.5%
Q2 2017$1,239,000
+19.1%
13,304
+10.2%
0.28%
+8.2%
Q1 2017$1,040,000
+7.3%
12,068
+8.5%
0.26%
-17.4%
Q4 2016$969,000
+27.8%
11,118
-2.3%
0.31%
+11.1%
Q3 2016$758,00011,3840.28%
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