Cordatus Wealth 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
Cordatus Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,244
-2.5%
36,164
-2.2%
4.79%
+136.9%
Q2 2023$5,377
+64.8%
36,971
+47.6%
2.02%
-51.4%
Q1 2023$3,263
-2.7%
25,041
+0.1%
4.16%
-15.5%
Q4 2022$3,353
-99.9%
25,006
+5.3%
4.92%
+294.1%
Q2 2022$2,675,000
-15.3%
23,755
+2.5%
1.25%
+12.3%
Q1 2022$3,160,000
-23.4%
23,182
-11.0%
1.11%
-8.0%
Q4 2021$4,124,000
+17.4%
26,045
+21.3%
1.21%
-55.3%
Q3 2021$3,514,000
+11.3%
21,468
+3.6%
2.70%
+123.3%
Q1 2021$3,156,000
+22.7%
20,732
+2.4%
1.21%
+11.3%
Q4 2020$2,573,000
+32.2%
20,250
+0.2%
1.09%
+16.1%
Q3 2020$1,946,000
+2.7%
20,215
+0.4%
0.94%
-10.2%
Q2 2020$1,894,000
+66.0%
20,137
+58.9%
1.04%
+26.8%
Q1 2020$1,141,000
-11.0%
12,676
+37.8%
0.82%
+28.6%
Q4 2019$1,282,000
+41.3%
9,197
+19.3%
0.64%
+34.8%
Q3 2019$907,000
+27.7%
7,710
+21.4%
0.47%
+14.2%
Q2 2019$710,000
+14.5%
6,351
+3.7%
0.42%
+21.7%
Q1 2019$620,000
+24.2%
6,125
+19.8%
0.34%
-4.2%
Q4 2018$499,0005,1110.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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