Mosaic Family Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.

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
Mosaic Family Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$751,000
-17.0%
4,741
-14.3%
0.20%
-22.3%
Q3 2021$905,000
+38.2%
5,531
+31.3%
0.25%
+32.8%
Q2 2021$655,000
+2.8%
4,211
+0.6%
0.19%
+2.7%
Q1 2021$637,000
+30.3%
4,185
+8.8%
0.18%
+12.9%
Q4 2020$489,000
+28.7%
3,845
-2.5%
0.16%
+14.8%
Q3 2020$380,000
+8.9%
3,945
+6.2%
0.14%
-1.4%
Q2 2020$349,000
+10.4%
3,715
+5.7%
0.14%
-10.0%
Q1 2020$316,000
-38.2%
3,515
-4.0%
0.16%
-22.3%
Q4 2019$511,000
+22.8%
3,663
+3.5%
0.21%
+19.8%
Q3 2019$416,000
+2.0%
3,538
-2.9%
0.17%
+0.6%
Q2 2019$408,000
+6.0%
3,645
-4.3%
0.17%
+10.3%
Q1 2019$385,000
+1.0%
3,807
-2.6%
0.16%
-1.3%
Q4 2018$381,000
-11.0%
3,9070.0%0.16%
-10.3%
Q3 2018$428,000
+3.6%
3,907
-1.4%
0.18%
+12.2%
Q2 2018$413,000
-3.7%
3,962
+1.6%
0.16%
-1.9%
Q1 2018$429,000
+7.0%
3,900
+4.0%
0.16%
+8.9%
Q4 2017$401,000
-5.6%
3,750
-15.8%
0.15%
-11.5%
Q3 2017$425,000
+38.4%
4,454
+32.6%
0.16%
+28.9%
Q2 2017$307,000
+4.1%
3,3600.0%0.13%0.0%
Q1 2017$295,000
-11.4%
3,360
-13.0%
0.13%
-16.3%
Q4 2016$333,000
-56.4%
3,860
-66.3%
0.15%
-56.9%
Q3 2016$764,000
+38.7%
11,470
+29.5%
0.36%
+33.0%
Q2 2016$551,000
+20.0%
8,855
+14.1%
0.27%
+20.8%
Q1 2016$459,000
-4.2%
7,759
+6.9%
0.22%
+3.8%
Q4 2015$479,0007,2600.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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