Castle Rock Wealth 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
Castle Rock Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,637,212
+1.3%
11,259
+0.8%
0.55%
-0.4%
Q2 2023$1,616,318
+1.0%
11,175
-4.8%
0.55%
-3.5%
Q1 2023$1,600,954
-5.5%
11,741
-2.9%
0.57%
-24.4%
Q4 2022$1,693,424
+46.1%
12,095
+6.4%
0.76%
+29.6%
Q3 2022$1,159,000
-10.4%
11,368
+0.8%
0.58%
-11.5%
Q2 2022$1,293,000
+71.7%
11,274
+96.4%
0.66%
+90.8%
Q1 2022$753,000
-16.0%
5,739
-7.0%
0.35%
-5.2%
Q4 2021$896,000
-14.2%
6,174
+0.0%
0.36%
+2.2%
Q3 2021$1,044,000
+6.5%
6,173
+0.3%
0.36%
-0.6%
Q2 2021$980,000
+6.9%
6,153
-1.2%
0.36%
-3.0%
Q1 2021$917,000
+13.8%
6,225
+3.3%
0.37%
+10.4%
Q4 2020$806,000
+227.6%
6,026
+143.8%
0.34%
+108.1%
Q3 2020$246,000
+22.4%
2,472
+36.3%
0.16%
-27.8%
Q2 2019$201,000
-41.9%
1,813
-42.6%
0.22%
-59.5%
Q3 2018$346,0003,1570.55%
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