IHT Wealth Management, LLC - 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
IHT Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,563,749
+5.2%
59,052
+5.5%
0.43%
+2.4%
Q2 2023$8,140,696
+19.4%
55,973
+6.9%
0.42%
+9.0%
Q1 2023$6,820,590
+0.9%
52,341
+3.9%
0.39%
-8.5%
Q4 2022$6,757,929
+28.4%
50,395
+0.1%
0.42%
+6.2%
Q3 2022$5,262,000
+9.8%
50,353
+18.3%
0.40%
-5.2%
Q2 2022$4,792,000
+1.1%
42,558
+22.4%
0.42%
+17.5%
Q1 2022$4,741,000
-13.0%
34,777
+1.0%
0.36%
-10.7%
Q4 2021$5,452,000
+0.8%
34,431
+4.2%
0.40%
-8.6%
Q3 2021$5,409,000
-11.0%
33,045
-15.4%
0.44%
+14.3%
Q2 2021$6,076,000
+13.8%
39,066
+11.4%
0.38%
+0.3%
Q1 2021$5,340,000
+16.6%
35,079
-2.7%
0.38%
+0.8%
Q4 2020$4,581,000
+54.3%
36,053
+16.9%
0.38%
+27.9%
Q3 2020$2,969,000
-4.3%
30,839
-6.5%
0.30%
-29.9%
Q2 2020$3,102,000
-3.9%
32,976
-8.0%
0.42%
-8.6%
Q1 2020$3,227,000
-35.2%
35,848
+0.4%
0.46%
-21.2%
Q4 2019$4,979,000
+16.7%
35,717
-1.2%
0.59%
+1.7%
Q3 2019$4,266,000
+14.0%
36,151
+7.9%
0.58%
+6.8%
Q2 2019$3,743,000
+12.9%
33,499
+2.3%
0.54%
-1.6%
Q1 2019$3,314,000
-1.5%
32,742
-5.0%
0.55%
-14.7%
Q4 2018$3,363,000
-3.6%
34,452
+11.5%
0.65%
-14.2%
Q3 2018$3,488,000
+16.3%
30,911
+7.4%
0.75%
-1.6%
Q2 2018$2,999,000
+64.4%
28,780
+70.1%
0.77%
+56.3%
Q1 2018$1,824,000
-8.8%
16,916
-8.2%
0.49%
-7.4%
Q4 2017$1,999,000
+87.7%
18,420
+66.7%
0.53%
+16.8%
Q3 2017$1,065,000
+1988.2%
11,051
-18.8%
0.45%
+1712.0%
Q2 2017$51,000
-94.0%
13,607
+39.0%
0.02%
-95.6%
Q1 2017$844,000
-25.6%
9,791
-24.7%
0.56%
-34.3%
Q4 2016$1,134,00013,0040.86%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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