Sterling Investment Advisors, Ltd. - 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
Sterling Investment Advisors, Ltd. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,652,943
-2.2%
25,189
-1.9%
1.28%
+3.2%
Q2 2023$3,735,134
+12.1%
25,682
+0.4%
1.24%
+9.9%
Q1 2023$3,332,434
-4.8%
25,573
-2.0%
1.12%
-10.2%
Q4 2022$3,499,565
+22.7%
26,097
-4.4%
1.25%
+17.2%
Q3 2022$2,853,000
-10.3%
27,297
-3.4%
1.07%
-2.4%
Q2 2022$3,181,000
-13.3%
28,246
+5.0%
1.09%
+5.2%
Q1 2022$3,667,000
-12.8%
26,898
+1.2%
1.04%
-12.2%
Q4 2021$4,207,000
-3.5%
26,566
-0.3%
1.18%
-8.6%
Q3 2021$4,360,000
+4.9%
26,636
-0.4%
1.30%
+6.6%
Q2 2021$4,158,000
+2.2%
26,731
+0.1%
1.22%
-7.3%
Q1 2021$4,067,000
+22.8%
26,716
+2.5%
1.31%
+16.6%
Q4 2020$3,312,000
+26.9%
26,065
-3.9%
1.12%
+11.9%
Q3 2020$2,610,000
-2.0%
27,115
-4.2%
1.00%
-8.9%
Q2 2020$2,662,000
+16.2%
28,303
+11.2%
1.10%
-8.9%
Q1 2020$2,291,000
-29.5%
25,448
+9.1%
1.21%
-18.9%
Q4 2019$3,250,000
+16.9%
23,315
-1.3%
1.49%
+5.1%
Q3 2019$2,779,000
+4.9%
23,611
-0.4%
1.42%
+4.7%
Q2 2019$2,650,000
+1.9%
23,707
-7.7%
1.36%
+2.3%
Q1 2019$2,600,000
+5.9%
25,688
+2.1%
1.32%
-8.3%
Q4 2018$2,455,000
-7.1%
25,158
+7.4%
1.44%
+4.0%
Q3 2018$2,644,000
+10.4%
23,429
+1.9%
1.39%
-1.8%
Q2 2018$2,396,000
-3.8%
23,001
+1.5%
1.42%
-7.5%
Q1 2018$2,491,000
+10.3%
22,651
+7.2%
1.53%
+9.2%
Q4 2017$2,259,000
+11.4%
21,126
-0.5%
1.40%
+4.3%
Q3 2017$2,027,000
+0.7%
21,226
-3.6%
1.34%0.0%
Q2 2017$2,013,000
+25.3%
22,026
+20.4%
1.34%
+16.3%
Q1 2017$1,607,000
+4.1%
18,290
+2.3%
1.16%
-6.5%
Q4 2016$1,543,00017,8851.24%
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