Affiance Financial, 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
Affiance Financial, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,036,603
-0.8%
7,148
-0.6%
0.53%
+3.3%
Q2 2023$1,045,423
+12.4%
7,188
+0.7%
0.51%
+3.5%
Q1 2023$929,892
-2.0%
7,136
+0.8%
0.49%
+27.8%
Q4 2022$948,892
+30.2%
7,076
+1.4%
0.38%
-6.3%
Q3 2022$729,000
-7.3%
6,9790.0%0.41%
-3.1%
Q2 2022$786,000
-17.4%
6,9790.0%0.42%
-8.2%
Q1 2022$951,000
-13.9%
6,9790.0%0.46%
+0.2%
Q4 2021$1,105,000
-3.2%
6,9790.0%0.46%
-7.2%
Q3 2021$1,142,000
+5.1%
6,979
-0.2%
0.50%
+7.8%
Q2 2021$1,087,000
+2.4%
6,991
+0.2%
0.46%
-2.5%
Q1 2021$1,062,000
+19.7%
6,9790.0%0.47%
+2.4%
Q4 2020$887,000
+32.0%
6,9790.0%0.46%
+19.1%
Q3 2020$672,000
+2.4%
6,9790.0%0.39%
+8.7%
Q2 2020$656,000
+4.5%
6,9790.0%0.36%
-17.6%
Q1 2020$628,000
-35.5%
6,9790.0%0.43%
-19.4%
Q4 2019$973,000
+18.5%
6,9790.0%0.54%
+7.8%
Q3 2019$821,000
+5.3%
6,9790.0%0.50%
+4.4%
Q2 2019$780,000
+10.5%
6,9790.0%0.48%
+7.4%
Q1 2019$706,000
+3.7%
6,9790.0%0.44%
-1.3%
Q4 2018$681,000
-13.6%
6,9790.0%0.45%
-13.3%
Q3 2018$788,000
+7.2%
6,979
-1.1%
0.52%
-7.7%
Q2 2018$735,000
-3.2%
7,054
+2.2%
0.56%
-16.2%
Q1 2018$759,000
+0.8%
6,904
-2.0%
0.67%
+20.5%
Q4 2017$753,000
+12.6%
7,045
+0.6%
0.56%
+3.3%
Q3 2017$669,000
+5.7%
7,002
+1.1%
0.54%
+6.9%
Q2 2017$633,000
+3.9%
6,927
-0.1%
0.50%
+7.0%
Q1 2017$609,000
+1.8%
6,9320.0%0.47%
-1.7%
Q4 2016$598,000
+24.6%
6,932
-3.8%
0.48%
+22.8%
Q3 2016$480,000
+11.4%
7,204
+3.9%
0.39%
+6.8%
Q2 2016$431,000
+4.9%
6,9320.0%0.36%
-7.4%
Q1 2016$411,000
-10.3%
6,9320.0%0.39%
-16.2%
Q4 2015$458,000
+9.3%
6,932
+0.8%
0.47%
-10.5%
Q3 2015$419,000
-9.9%
6,877
+0.3%
0.52%
-11.5%
Q2 2015$465,000
+12.0%
6,8570.0%0.59%
-6.0%
Q1 2015$415,000
-6.7%
6,857
-3.5%
0.63%
-19.3%
Q4 2014$445,0007,1080.78%
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