Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$67,758,412
-4.2%
467,235
-3.9%
1.04%
-1.8%
Q2 2023$70,707,995
+17.5%
486,166
+5.3%
1.06%
+10.2%
Q1 2023$60,178,254
-2.3%
461,808
+0.6%
0.96%
-8.1%
Q4 2022$61,570,382
+40.9%
459,138
+9.8%
1.05%
+28.4%
Q3 2022$43,692,000
+1.1%
418,108
+8.9%
0.82%
+3.0%
Q2 2022$43,230,000
-20.5%
383,893
-3.7%
0.79%
-5.8%
Q1 2022$54,353,000
-15.8%
398,714
-2.2%
0.84%
-14.3%
Q4 2021$64,564,000
+4.1%
407,729
+7.6%
0.98%
-8.0%
Q3 2021$62,034,000
+13.3%
378,971
+7.6%
1.07%
+15.1%
Q2 2021$54,760,000
-99.9%
352,065
-50.3%
0.93%
-2.3%
Q1 2021$107,936,970,000
+283608.7%
709,038
+136.8%
0.95%
+15.0%
Q4 2020$38,045,000
+33.1%
299,402
+0.8%
0.82%
+14.3%
Q3 2020$28,587,000
+12.9%
296,949
+10.3%
0.72%0.0%
Q2 2020$25,321,000
+16.4%
269,198
+11.4%
0.72%
-9.5%
Q1 2020$21,756,000
-31.4%
241,662
+6.2%
0.80%
-14.9%
Q4 2019$31,727,000
+18.9%
227,601
+0.3%
0.94%
+4.2%
Q3 2019$26,694,000
+9.4%
226,819
+3.9%
0.90%
+0.3%
Q2 2019$24,398,000
+17.1%
218,235
+6.1%
0.90%
+1.5%
Q1 2019$20,828,000
+1.0%
205,749
-2.6%
0.88%
-12.1%
Q4 2018$20,630,000
-5.3%
211,337
+9.5%
1.00%
-3.3%
Q3 2018$21,788,000
+29.0%
193,086
+19.1%
1.04%
+3.1%
Q2 2018$16,891,000
+6.1%
162,097
+12.0%
1.01%
-7.5%
Q1 2018$15,917,000
+10.5%
144,748
+7.5%
1.09%
-1.0%
Q4 2017$14,404,000
+53.8%
134,694
+37.4%
1.10%
+15.5%
Q3 2017$9,363,000
+15.8%
98,036
+10.8%
0.95%
+4.8%
Q2 2017$8,087,000
+31.2%
88,481
+26.1%
0.91%
-2.5%
Q1 2017$6,163,000
+53.0%
70,164
+50.3%
0.93%
-49.4%
Q4 2016$4,028,00046,6881.84%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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