Lucia Wealth Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,431 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 1.34 and the average weighting 1.2%.

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
Lucia Wealth Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2020$194,000
-8.1%
2,013
-10.3%
0.05%
-17.9%
Q2 2020$211,000
+16.6%
2,245
+11.9%
0.06%
-6.7%
Q1 2020$181,000
+29.3%
2,006
+99.2%
0.06%
+39.5%
Q4 2019$140,000
+17.6%
1,0070.0%0.04%
+7.5%
Q3 2019$119,000
+5.3%
1,0070.0%0.04%
+2.6%
Q2 2019$113,000
+10.8%
1,0070.0%0.04%
+11.4%
Q1 2019$102,000
+121.7%
1,007
+114.3%
0.04%
+59.1%
Q4 2018$46,000
-47.1%
470
-38.7%
0.02%
-18.5%
Q3 2018$87,000
+6.1%
767
-2.3%
0.03%
-25.0%
Q2 2018$82,000
+5.1%
785
+10.6%
0.04%
+44.0%
Q1 2018$78,0007100.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2018
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders