Bogart Wealth, 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
Bogart Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,593,555
-0.0%
38,571
+0.3%
0.35%
-2.5%
Q2 2023$5,595,346
+15.4%
38,472
+3.3%
0.36%
+9.6%
Q1 2023$4,850,731
+11.3%
37,225
+14.6%
0.32%
+6.9%
Q4 2022$4,357,624
+14.1%
32,495
-11.1%
0.30%
-5.0%
Q3 2022$3,818,000
+15.2%
36,539
+24.1%
0.32%
+9.6%
Q2 2022$3,314,000
+4.7%
29,432
+26.8%
0.29%
+7.4%
Q1 2022$3,165,000
+3.1%
23,214
+19.7%
0.27%
-2.2%
Q4 2021$3,071,000
+9.4%
19,391
+13.1%
0.28%
-3.1%
Q3 2021$2,806,000
+26.3%
17,143
+20.0%
0.29%
+17.7%
Q2 2021$2,222,000
+21.9%
14,286
+19.3%
0.24%
-4.3%
Q1 2021$1,823,000
+52.4%
11,977
+27.2%
0.25%
+14.4%
Q4 2020$1,196,000
+43.9%
9,414
+9.0%
0.22%
+20.7%
Q3 2020$831,000
+0.4%
8,639
-1.9%
0.18%
-5.6%
Q2 2020$828,000
+20.7%
8,804
+15.6%
0.20%
+4.3%
Q1 2020$686,000
+645.7%
7,615
+1057.3%
0.19%
+544.8%
Q4 2019$92,000
+48.4%
658
+24.4%
0.03%
-6.5%
Q3 2019$62,000
+5.1%
5290.0%0.03%
-13.9%
Q2 2019$59,000
+11.3%
529
-0.8%
0.04%
+38.5%
Q1 2019$53,000
-13.1%
533
-14.7%
0.03%
-13.3%
Q4 2018$61,000
+3.4%
625
+19.0%
0.03%
-11.8%
Q3 2018$59,000
+28.3%
525
+16.4%
0.03%
+21.4%
Q2 2018$46,000
-8.0%
4510.0%0.03%
-3.4%
Q1 2018$50,000
+4.2%
4510.0%0.03%
-6.5%
Q4 2017$48,000
+11.6%
4510.0%0.03%
-3.1%
Q3 2017$43,0004510.03%
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