Almanack Investment Partners, LLC. - 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
Almanack Investment Partners, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$666,453
-28.1%
4,596
-27.9%
0.13%
-20.9%
Q2 2023$926,666
-4.8%
6,371
-14.7%
0.16%
-15.1%
Q1 2023$973,590
-3.7%
7,471
-0.9%
0.19%
-10.7%
Q4 2022$1,010,647
-45.5%
7,536
-57.6%
0.22%
-40.8%
Q3 2022$1,856,000
-33.3%
17,764
-28.1%
0.36%
+30.6%
Q2 2022$2,783,000
-10.9%
24,709
+7.9%
0.28%
+2.6%
Q1 2022$3,123,000
-13.4%
22,909
+0.6%
0.27%
-7.2%
Q4 2021$3,606,000
+1.5%
22,773
+4.9%
0.29%
-6.7%
Q3 2021$3,553,000
-44.9%
21,703
-47.6%
0.31%
+0.6%
Q2 2021$6,448,000
+75.2%
41,456
+71.4%
0.31%
-16.8%
Q1 2021$3,681,000
+18.7%
24,180
-0.9%
0.37%
+5.6%
Q4 2020$3,101,000
+30.3%
24,401
+19.5%
0.35%
+20.8%
Q3 2020$2,380,000
+41.2%
20,422
+13.9%
0.29%
-2.7%
Q2 2020$1,686,000
-13.8%
17,924
-17.5%
0.30%
-28.3%
Q1 2020$1,956,000
-17.2%
21,720
+28.1%
0.42%
-6.9%
Q4 2019$2,363,000
+11.8%
16,950
-5.6%
0.45%
+10.0%
Q3 2019$2,113,000
-99.9%
17,957
-2.9%
0.41%
-14.2%
Q2 2019$2,066,709,000
+125688.7%
18,485
+13.9%
0.48%
+2.8%
Q1 2019$1,643,000
+13.7%
16,226
+9.6%
0.46%
+9.2%
Q4 2018$1,445,000
-13.5%
14,798
-1.3%
0.43%
-3.4%
Q3 2018$1,671,000
+165.2%
14,993
+148.2%
0.44%
+55.8%
Q2 2018$630,000
-6.4%
6,041
-1.4%
0.28%
+9.3%
Q1 2018$673,000
+29.2%
6,124
+25.7%
0.26%
+25.7%
Q4 2017$521,000
+221.6%
4,871
+187.7%
0.21%
+160.8%
Q3 2017$162,000
-1.2%
1,693
-5.5%
0.08%
-14.1%
Q2 2017$164,000
-51.0%
1,792
-53.0%
0.09%
-63.3%
Q1 2017$335,000
+25.9%
3,813
+23.9%
0.25%
+13.1%
Q4 2016$266,0003,0770.22%
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