Legacy Advisors, 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
Legacy Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,909,101
-1.5%
20,060
-1.2%
0.47%
+7.1%
Q2 2023$2,953,159
+206.8%
20,305
+174.9%
0.44%
+147.5%
Q1 2023$962,470
-7.2%
7,386
-4.5%
0.18%
-6.8%
Q4 2022$1,036,861
+65.9%
7,732
+29.2%
0.19%
+37.7%
Q3 2022$625,000
-7.4%
5,983
-0.2%
0.14%
-2.8%
Q2 2022$675,000
+1.2%
5,996
+22.6%
0.14%
+9.2%
Q1 2022$667,000
+27.8%
4,892
+48.3%
0.13%
-32.3%
Q4 2021$522,000
-3.9%
3,298
-0.6%
0.19%
-11.5%
Q3 2021$543,000
+5.8%
3,317
+0.6%
0.22%
+4.3%
Q2 2021$513,000
+2.2%
3,2980.0%0.21%
-6.3%
Q1 2021$502,000
+63.0%
3,298
+36.1%
0.22%
+26.9%
Q4 2020$308,000
+24.2%
2,423
-5.8%
0.18%
+6.7%
Q3 2020$248,000
-6.8%
2,573
-8.9%
0.16%
-22.3%
Q2 2020$266,000
-67.2%
2,823
-68.6%
0.21%
-74.0%
Q1 2020$810,000
-26.5%
8,996
+13.8%
0.81%
+16.0%
Q4 2019$1,102,000
+44.2%
7,905
+21.7%
0.70%
+22.4%
Q3 2019$764,000
-17.8%
6,494
-21.9%
0.57%
-9.2%
Q2 2019$930,000
-42.7%
8,315
-48.1%
0.63%
+19.6%
Q1 2019$1,622,000
+103.8%
16,014
+96.5%
0.53%
-12.9%
Q4 2018$796,000
-3.3%
8,149
+11.7%
0.60%
+49.1%
Q3 2018$823,000
+179.0%
7,293
+157.4%
0.40%
+84.1%
Q2 2018$295,000
+11.7%
2,833
+18.2%
0.22%
+12.8%
Q1 2018$264,000
+56.2%
2,397
+50.9%
0.20%
+18.2%
Q4 2017$169,000
+7.6%
1,588
-4.0%
0.16%
-5.7%
Q3 2017$157,000
+48.1%
1,654
+42.0%
0.18%
+29.6%
Q2 2017$106,000
+3.9%
1,1650.0%0.14%
-2.2%
Q1 2017$102,000
+2.0%
1,1650.0%0.14%
+0.7%
Q4 2016$100,0001,1650.14%
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