Stratos Investment Management, 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
Stratos Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,780,738
+4.9%
60,548
+5.2%
1.31%
+2.1%
Q2 2023$8,371,667
+18.2%
57,560
+5.9%
1.28%
+7.9%
Q1 2023$7,082,476
-5.5%
54,350
-2.7%
1.19%
-11.0%
Q4 2022$7,491,038
+29.6%
55,861
+1.0%
1.34%
+14.6%
Q3 2022$5,781,000
-14.1%
55,319
-7.4%
1.17%
-8.3%
Q2 2022$6,728,000
-14.6%
59,741
+3.4%
1.27%
-2.6%
Q1 2022$7,874,000
-10.4%
57,760
+4.1%
1.31%
-5.6%
Q4 2021$8,789,000
-3.0%
55,500
+0.2%
1.38%
-12.1%
Q3 2021$9,065,000
+35.4%
55,377
+28.6%
1.58%
-14.5%
Q2 2021$6,696,000
+14.4%
43,050
+12.0%
1.84%
-0.4%
Q1 2021$5,854,000
+5.8%
38,454
-11.7%
1.85%
+6.4%
Q4 2020$5,532,000
+40.1%
43,536
+6.1%
1.74%
+21.3%
Q3 2020$3,949,000
+16.8%
41,015
+14.1%
1.43%
+0.3%
Q2 2020$3,382,000
+26.7%
35,957
+21.3%
1.43%
+0.6%
Q1 2020$2,669,000
-12.9%
29,649
+34.9%
1.42%0.0%
Q4 2019$3,064,000
+50.6%
21,982
+27.2%
1.42%
+23.2%
Q3 2019$2,034,000
+26.7%
17,281
+20.3%
1.15%
+13.7%
Q2 2019$1,606,000
+26.6%
14,362
+14.5%
1.01%
+1.3%
Q1 2019$1,269,00012,5391.00%
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