JT Stratford LLC - 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
JT Stratford LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,840,660
-7.6%
19,588
-7.3%
0.73%
-11.5%
Q2 2023$3,074,276
+2.5%
21,138
-8.1%
0.83%
-3.9%
Q1 2023$2,998,839
-17.2%
23,013
-14.8%
0.86%
-25.6%
Q4 2022$3,622,341
+33.7%
27,012
+4.2%
1.16%
+20.1%
Q3 2022$2,709,000
-12.2%
25,924
-5.3%
0.96%
-1.3%
Q2 2022$3,084,000
-16.5%
27,388
+1.1%
0.98%
-9.5%
Q1 2022$3,692,000
-17.0%
27,084
-3.6%
1.08%
-11.3%
Q4 2021$4,447,000
-1.4%
28,083
+2.0%
1.22%
-12.1%
Q3 2021$4,509,000
+7.4%
27,544
+2.0%
1.38%
+3.1%
Q2 2021$4,198,000
+3.0%
26,991
+0.3%
1.34%
-6.5%
Q1 2021$4,077,000
+21.8%
26,908
+1.6%
1.44%
+14.5%
Q4 2020$3,347,000
+36.6%
26,484
+3.4%
1.26%
+18.8%
Q3 2020$2,450,000
+3.6%
25,625
+1.9%
1.06%
-13.3%
Q2 2020$2,366,000
+39.8%
25,150
+33.8%
1.22%
+17.6%
Q1 2020$1,692,000
-34.1%
18,791
+2.0%
1.04%
-11.9%
Q4 2019$2,568,000
+2.4%
18,424
-13.5%
1.18%
-16.6%
Q3 2019$2,507,000
+26.3%
21,304
+20.0%
1.41%
+28.1%
Q2 2019$1,985,000
+0.3%
17,753
-9.2%
1.10%
-3.1%
Q1 2019$1,979,000
+4.9%
19,546
+1.1%
1.14%
-9.6%
Q4 2018$1,887,000
-14.1%
19,332
-0.8%
1.26%
-0.4%
Q3 2018$2,198,000
+17.3%
19,482
+8.3%
1.26%
+9.3%
Q2 2018$1,874,000
+13.9%
17,987
+20.2%
1.15%
+12.3%
Q1 2018$1,646,000
+5.1%
14,969
+2.2%
1.03%
+0.6%
Q4 2017$1,566,000
+432.7%
14,642
+375.2%
1.02%
+437.9%
Q3 2017$294,000
-1.0%
3,081
-5.2%
0.19%
-9.1%
Q2 2017$297,000
+2.1%
3,251
-1.9%
0.21%
-3.2%
Q1 2017$291,000
-12.9%
3,314
-14.5%
0.22%
-23.1%
Q4 2016$334,0003,8740.28%
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