KCS Wealth Advisory - 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
KCS Wealth Advisory ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,022,072
-13.3%
20,839
-13.1%
1.29%
+6.6%
Q2 2023$3,486,924
+14.1%
23,975
+2.2%
1.21%
+4.5%
Q1 2023$3,056,421
-3.3%
23,455
-0.4%
1.16%
-12.0%
Q4 2022$3,159,262
+30.9%
23,559
+2.0%
1.31%
+18.0%
Q3 2022$2,413,000
+16.1%
23,094
+25.2%
1.11%
+20.5%
Q2 2022$2,078,000
+3.2%
18,450
+24.9%
0.92%
-0.8%
Q1 2022$2,013,000
-16.9%
14,770
-3.5%
0.93%
-4.3%
Q4 2021$2,423,000
-5.2%
15,301
-2.1%
0.97%
-19.5%
Q3 2021$2,557,000
+2.4%
15,624
-2.7%
1.21%
+2.9%
Q2 2021$2,497,000
+2.3%
16,054
+0.2%
1.18%
-6.7%
Q1 2021$2,440,000
+28.2%
16,027
+7.0%
1.26%
+0.2%
Q4 2020$1,904,000
+58.3%
14,985
+20.0%
1.26%
+31.1%
Q3 2020$1,203,000
+5.9%
12,491
+3.4%
0.96%
+2.0%
Q2 2020$1,136,000
+186.9%
12,077
+174.3%
0.94%
+133.3%
Q1 2020$396,000
-40.0%
4,403
-7.0%
0.40%
-18.4%
Q4 2019$660,000
-99.9%
4,735
-7.6%
0.49%
+18.5%
Q3 2019$603,279,000
+105368.4%
5,126
+0.2%
0.42%
-7.7%
Q2 2019$572,000
+11.3%
5,115
+0.7%
0.45%
+0.9%
Q1 2019$514,000
-5.5%
5,079
-8.9%
0.45%
-22.0%
Q4 2018$544,000
-26.8%
5,575
-15.4%
0.57%
-16.8%
Q3 2018$743,000
-4.0%
6,586
-11.4%
0.69%
-4.3%
Q2 2018$774,000
-15.0%
7,432
-14.1%
0.72%
-12.9%
Q1 2018$911,000
+17.1%
8,651
+18.9%
0.83%
+10.0%
Q4 2017$778,0007,2740.75%
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