LYELL WEALTH MANAGEMENT, LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
LYELL WEALTH MANAGEMENT, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,414,119
-1.9%
85,603
-1.6%
1.67%
+3.3%
Q2 2023$12,648,793
+13.1%
86,969
+1.3%
1.62%
+3.3%
Q1 2023$11,184,777
-5.0%
85,832
-2.2%
1.57%
-15.8%
Q4 2022$11,771,030
+30.4%
87,778
+1.6%
1.86%
+20.9%
Q3 2022$9,028,000
-5.0%
86,391
+2.3%
1.54%
-0.9%
Q2 2022$9,508,000
-17.9%
84,435
-0.6%
1.55%
+4.1%
Q1 2022$11,579,000
-14.6%
84,942
-0.8%
1.49%
-3.7%
Q4 2021$13,554,000
-1.6%
85,597
+1.7%
1.55%
-7.6%
Q3 2021$13,771,000
+5.7%
84,126
+0.4%
1.68%
+3.8%
Q2 2021$13,030,000
+6.5%
83,770
+4.2%
1.61%
-9.5%
Q1 2021$12,237,000
+31.8%
80,385
+10.0%
1.78%
+20.2%
Q4 2020$9,284,000
+37.8%
73,059
+4.4%
1.48%
+17.5%
Q3 2020$6,736,000
+1.8%
69,970
-0.6%
1.26%
-13.1%
Q2 2020$6,619,000
+12.1%
70,371
+7.3%
1.45%
-17.8%
Q1 2020$5,906,000
-33.3%
65,595
+3.2%
1.77%
-25.3%
Q4 2019$8,859,000
+22.1%
63,553
+3.1%
2.36%
+8.5%
Q3 2019$7,255,000
+8.4%
61,641
+2.9%
2.18%
+8.0%
Q2 2019$6,695,000
+12.7%
59,884
+2.0%
2.02%
+1.7%
Q1 2019$5,943,000
+6.6%
58,711
+2.8%
1.98%
-14.7%
Q4 2018$5,573,000
-12.4%
57,086
+1.3%
2.33%
+8.6%
Q3 2018$6,362,000
+7.8%
56,381
-0.5%
2.14%
-0.7%
Q2 2018$5,902,000
-4.9%
56,643
+0.3%
2.16%
-6.1%
Q1 2018$6,208,000
+3.5%
56,453
+0.7%
2.30%
-3.6%
Q4 2017$5,997,000
+12.0%
56,077
+0.1%
2.38%
+3.0%
Q3 2017$5,353,000
+6.1%
56,047
+1.6%
2.31%
-5.8%
Q2 2017$5,044,000
+18.4%
55,187
+13.8%
2.46%
+6.5%
Q1 2017$4,260,000
+8.4%
48,492
+6.5%
2.30%
-5.6%
Q4 2016$3,929,00045,5312.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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