Vivaldi Capital Management LP - 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
Vivaldi Capital Management LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$876,646
-4.7%
6,045
-4.4%
0.29%
+1.1%
Q2 2023$919,763
+13.6%
6,324
+1.7%
0.28%
+15.9%
Q1 2023$810,007
-71.4%
6,216
-69.9%
0.24%
-65.2%
Q4 2022$2,837,103
+40.4%
20,653
+8.3%
0.70%
+28.9%
Q3 2022$2,021,000
-6.1%
19,073
-0.2%
0.55%
-2.5%
Q2 2022$2,152,000
+5.4%
19,112
+11.5%
0.56%
+5.3%
Q1 2022$2,042,000
-26.4%
17,144
-2.1%
0.53%
-17.1%
Q4 2021$2,773,000
-4.9%
17,512
-1.7%
0.64%
+1.7%
Q3 2021$2,915,000
-2.5%
17,807
-4.8%
0.63%
+5.2%
Q2 2021$2,991,000
-8.9%
18,696
-6.6%
0.60%
-7.7%
Q1 2021$3,284,000
+17.9%
20,023
-8.7%
0.65%
+9.1%
Q4 2020$2,785,000
+13.0%
21,920
+1.5%
0.60%
+9.0%
Q3 2020$2,464,000
+7.5%
21,597
-3.0%
0.55%
+14.7%
Q2 2020$2,293,000
-5.8%
22,275
-17.6%
0.48%
-13.1%
Q1 2020$2,434,000
-29.0%
27,035
+9.9%
0.55%
-33.8%
Q4 2019$3,428,000
-19.9%
24,593
-32.4%
0.83%
-18.2%
Q3 2019$4,281,000
+12.3%
36,377
+6.7%
1.01%
+1.8%
Q2 2019$3,813,000
+16.6%
34,104
+5.5%
1.00%
+9.6%
Q1 2019$3,271,000
+92.9%
32,312
+86.0%
0.91%
+24.4%
Q4 2018$1,696,000
+249.0%
17,374
+303.1%
0.73%
+466.7%
Q3 2018$486,000
+89.8%
4,310
+75.1%
0.13%
-38.6%
Q2 2018$256,000
+1.6%
2,461
+7.6%
0.21%
+11.7%
Q1 2018$252,000
+12.5%
2,288
+9.4%
0.19%0.0%
Q4 2017$224,0002,0910.19%
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