Clearstead Trust, 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
Clearstead Trust, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,002,742
-3.1%
27,601
-11.3%
1.32%
-0.8%
Q2 2023$4,131,244
+2.0%
31,128
+0.1%
1.33%
+2.6%
Q1 2023$4,051,850
+95711.1%
31,094
-1.4%
1.29%
-8.3%
Q4 2022$4,229
-99.9%
31,541
+0.6%
1.41%
+23.7%
Q3 2022$3,275,000
+5.3%
31,344
+13.5%
1.14%
-51.8%
Q2 2022$3,109,000
-13.8%
27,607
+4.3%
2.36%
+1.1%
Q1 2022$3,607,000
-12.9%
26,461
+1.2%
2.34%
-4.2%
Q4 2021$4,140,000
-2.8%
26,144
+0.5%
2.44%
-9.5%
Q3 2021$4,260,000
+11.6%
26,026
+6.0%
2.70%
+8.3%
Q2 2021$3,818,000
+1.7%
24,546
-0.5%
2.49%
-10.4%
Q1 2021$3,755,000
+24.0%
24,665
+3.5%
2.78%
+54.4%
Q4 2020$3,028,000
+33.2%
23,833
+0.9%
1.80%
-0.3%
Q3 2020$2,274,000
+1.1%
23,621
-1.3%
1.81%
-4.7%
Q2 2020$2,250,000
+38.9%
23,926
+33.0%
1.90%
+29.4%
Q1 2020$1,620,000
-33.8%
17,993
+2.6%
1.46%
-18.2%
Q4 2019$2,446,000
+16.0%
17,544
-2.1%
1.79%
+9.1%
Q3 2019$2,108,000
+2.3%
17,912
-2.8%
1.64%
-0.1%
Q2 2019$2,060,000
+16.9%
18,426
+5.9%
1.64%
+11.9%
Q1 2019$1,762,000
-99.9%
17,398
-37.6%
1.47%
+16.3%
Q4 2018$1,361,207,000
+60157.1%
27,860
+39.2%
1.26%
-27.1%
Q3 2018$2,259,000
+25.4%
20,019
+15.8%
1.73%
+7.7%
Q2 2018$1,801,000
+13.8%
17,286
+20.2%
1.61%
+18.6%
Q1 2018$1,582,000
+895.0%
14,382
+868.5%
1.36%
+1145.0%
Q4 2017$159,000
+12.0%
1,4850.0%0.11%
+2.8%
Q3 2017$142,000
+4.4%
1,4850.0%0.11%
-0.9%
Q2 2017$136,0001,4850.11%
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