Stamos Capital Partners, L.P. - 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
Stamos Capital Partners, L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,296,420
-24.0%
71,000
-23.8%
2.29%
-27.6%
Q2 2023$13,547,736
+20.8%
93,150
+8.2%
3.17%
+9.5%
Q1 2023$11,214,479
+44.4%
86,060
+48.6%
2.89%
+17.7%
Q4 2022$7,768,413
-20.0%
57,930
-37.7%
2.46%
-0.4%
Q3 2022$9,710,000
-6.0%
92,920
+1.3%
2.47%
-20.9%
Q2 2022$10,325,000
-1.4%
91,690
+19.3%
3.12%
-10.7%
Q1 2022$10,473,000
+30.7%
76,830
+51.8%
3.50%
-6.0%
Q4 2021$8,013,000
+12.9%
50,600
+16.7%
3.72%
-6.3%
Q3 2021$7,096,000
-7.9%
43,350
-12.5%
3.97%
-2.3%
Q2 2021$7,705,000
-19.3%
49,540
-21.0%
4.06%
-15.7%
Q1 2021$9,545,000
+19.8%
62,7000.0%4.82%
+41.8%
Q4 2020$7,967,000
+10.3%
62,700
-16.4%
3.40%
+26.6%
Q3 2020$7,220,000
+56.7%
75,000
+53.1%
2.68%
+1.7%
Q2 2020$4,609,000
-39.9%
49,000
-42.5%
2.64%
-34.7%
Q1 2020$7,671,000
+206.7%
85,208
+375.0%
4.04%
+100.1%
Q4 2019$2,501,000
+3.9%
17,940
-12.3%
2.02%
-5.7%
Q3 2019$2,407,000
+21.3%
20,453
+17.2%
2.14%
+7.8%
Q2 2019$1,984,000
-15.4%
17,453
-22.3%
1.98%
-33.9%
Q1 2019$2,345,000
-53.2%
22,453
-56.2%
3.00%
-20.4%
Q4 2018$5,008,00051,3003.78%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders