BDO Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
BDO Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$6,722,756
+12.3%
46,224
+0.6%
0.77%
+5.0%
Q1 2023$5,985,354
-0.6%
45,932
+2.3%
0.73%
-1.9%
Q4 2022$6,018,732
+30.7%
44,882
+1.8%
0.75%
+22.2%
Q3 2022$4,605,000
-5.2%
44,068
+2.1%
0.61%
+2.3%
Q2 2022$4,860,000
-19.6%
43,158
-2.7%
0.60%
-7.3%
Q1 2022$6,046,000
-12.5%
44,353
+1.7%
0.64%
-11.8%
Q4 2021$6,907,000
-2.1%
43,620
+1.3%
0.73%
-5.8%
Q3 2021$7,052,000
+4.1%
43,079
-1.1%
0.78%
+3.5%
Q2 2021$6,772,000
-0.1%
43,540
-2.3%
0.75%
-6.1%
Q1 2021$6,782,000
+70.4%
44,554
+42.2%
0.80%
+42.7%
Q4 2020$3,981,000
+32.2%
31,330
+0.1%
0.56%
+14.3%
Q3 2020$3,012,000
+0.9%
31,289
-1.4%
0.49%
-6.7%
Q2 2020$2,986,000
+5.7%
31,741
+1.1%
0.52%
-8.1%
Q1 2020$2,826,000
-26.5%
31,391
+13.9%
0.57%
-42.4%
Q4 2019$3,843,000
+13.2%
27,565
-4.4%
0.99%
+13.9%
Q3 2019$3,395,000
+6.1%
28,844
+0.8%
0.87%
-0.1%
Q2 2019$3,199,000
+10.7%
28,617
+0.3%
0.87%
+3.8%
Q1 2019$2,889,000
+7.5%
28,540
+3.7%
0.84%
-9.3%
Q4 2018$2,687,000
-17.5%
27,526
-4.6%
0.92%
-12.1%
Q3 2018$3,255,000
+11.5%
28,849
+3.0%
1.05%
+5.8%
Q2 2018$2,919,000
-3.0%
28,016
+2.4%
0.99%
-12.0%
Q1 2018$3,008,000
+19.0%
27,352
+15.7%
1.13%
-0.5%
Q4 2017$2,527,000
+19.7%
23,635
+7.0%
1.14%
+8.4%
Q3 2017$2,111,000
-10.4%
22,099
-14.3%
1.05%
+1.7%
Q2 2017$2,356,00025,7721.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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