MPS Loria Financial Planners, 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
MPS Loria Financial Planners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$283,094
+28.8%
1,952
+29.2%
0.11%
+33.7%
Q2 2023$219,821
-1.7%
1,511
-11.9%
0.08%
-7.8%
Q1 2023$223,642
+0.7%
1,716
+3.6%
0.09%
-9.1%
Q4 2022$222,029
-0.4%
1,656
-16.4%
0.10%
-2.0%
Q2 2022$223,000
-17.4%
1,9820.0%0.10%
-10.6%
Q1 2022$270,000
-13.7%
1,9820.0%0.11%
-11.7%
Q4 2021$313,000
-3.4%
1,9820.0%0.13%
-13.5%
Q3 2021$324,000
+5.2%
1,9820.0%0.15%
+4.2%
Q2 2021$308,000
-24.5%
1,982
-26.1%
0.14%
-25.3%
Q1 2021$408,000
+21.1%
2,681
+0.2%
0.19%
+25.8%
Q4 2020$337,000
+71.9%
2,676
+31.6%
0.15%
+49.5%
Q3 2020$196,000
+2.6%
2,034
+0.4%
0.10%
-1.0%
Q2 2020$191,000
-31.8%
2,026
+0.7%
0.10%
-38.2%
Q4 2019$280,000
+18.6%
2,012
+0.3%
0.16%
+7.8%
Q3 2019$236,000
+5.8%
2,006
+0.2%
0.15%
+7.0%
Q2 2019$223,000
+10.4%
2,001
+0.3%
0.14%
+6.7%
Q1 2019$202,000
-22.3%
1,996
-25.2%
0.13%
-28.3%
Q4 2018$260,000
-13.3%
2,668
+0.4%
0.19%
-0.5%
Q3 2018$300,000
-10.7%
2,658
-17.5%
0.19%
-44.4%
Q2 2018$336,000
-4.8%
3,220
+0.3%
0.34%
+35.7%
Q1 2018$353,000
+3.2%
3,210
+0.3%
0.25%
+6.4%
Q4 2017$342,000
+12.1%
3,200
+0.3%
0.23%
+7.3%
Q3 2017$305,000
+3.0%
3,1890.0%0.22%
+10.1%
Q2 2017$296,0003,1890.20%
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