Belpointe Asset Management 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
Belpointe Asset Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,580,091
-3.7%
31,582
-3.4%
0.47%
-5.8%
Q2 2023$4,755,644
-51.8%
32,697
-56.8%
0.50%
-5.5%
Q1 2023$9,856,701
-2.9%
75,640
-0.1%
0.53%
-13.4%
Q4 2022$10,156,032
+53.6%
75,735
+19.7%
0.61%
+37.4%
Q3 2022$6,613,000
-23.2%
63,270
-18.7%
0.45%
-22.5%
Q2 2022$8,610,000
+27.6%
77,845
+57.2%
0.58%
+41.1%
Q1 2022$6,748,000
+4.2%
49,509
+21.1%
0.41%
+1.2%
Q4 2021$6,475,000
+5.1%
40,888
+3.8%
0.40%
-3.8%
Q3 2021$6,159,000
+6.6%
39,380
+6.0%
0.42%
+1.0%
Q2 2021$5,778,000
+21.4%
37,148
+18.8%
0.42%
+2.2%
Q1 2021$4,758,000
+9.1%
31,260
-8.9%
0.41%
+4.1%
Q4 2020$4,361,000
-40.5%
34,325
-58.5%
0.39%
-21.6%
Q3 2020$7,327,000
+79.3%
82,683
+90.3%
0.50%
-5.7%
Q2 2020$4,086,000
+34.4%
43,453
+28.7%
0.53%
-0.8%
Q1 2020$3,041,000
-33.7%
33,771
+2.7%
0.53%
-8.4%
Q4 2019$4,585,000
+21.6%
32,889
+2.7%
0.58%
-4.6%
Q3 2019$3,770,000
-5.5%
32,032
-10.2%
0.61%
-22.2%
Q2 2019$3,988,000
+10.1%
35,672
-0.3%
0.78%
+10.9%
Q1 2019$3,621,000
+9.2%
35,776
+5.3%
0.71%
-15.9%
Q4 2018$3,317,000
-2.7%
33,979
+12.4%
0.84%
+56.0%
Q3 2018$3,410,000
+32.6%
30,219
+22.5%
0.54%
-24.9%
Q2 2018$2,571,000
+26.2%
24,671
+33.1%
0.72%
+20.9%
Q1 2018$2,038,000
+12.5%
18,536
+9.4%
0.59%
+49.6%
Q4 2017$1,812,000
-4.2%
16,942
-14.4%
0.40%
-10.2%
Q3 2017$1,891,00019,8020.44%
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