Acorn Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Acorn Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,733,671
-0.0%
11,955
+0.3%
1.15%
-2.5%
Q2 2023$1,733,816
+11.4%
11,921
-0.2%
1.18%
+3.0%
Q1 2023$1,556,002
-4.1%
11,941
-1.3%
1.15%
-7.6%
Q4 2022$1,622,000
+29.2%
12,098
+0.7%
1.24%
+20.9%
Q3 2022$1,255,000
-4.5%
12,011
+2.9%
1.03%
-0.9%
Q2 2022$1,314,000
-18.6%
11,672
-1.5%
1.04%
-6.7%
Q1 2022$1,615,000
-13.7%
11,850
+0.3%
1.11%
-6.4%
Q4 2021$1,871,000
-2.9%
11,816
+0.4%
1.19%
-11.9%
Q3 2021$1,927,000
+7.4%
11,772
+2.1%
1.35%
+8.8%
Q2 2021$1,794,000
+4.9%
11,531
+2.6%
1.24%
+1.0%
Q1 2021$1,711,000
+19.2%
11,242
-0.5%
1.23%
+8.6%
Q4 2020$1,435,000
+28.9%
11,295
-2.3%
1.13%
+15.9%
Q3 2020$1,113,000
+0.4%
11,563
-2.0%
0.98%
-5.5%
Q2 2020$1,109,000
+9.8%
11,794
+3.2%
1.03%
-8.8%
Q1 2020$1,010,000
-34.2%
11,423
+1.2%
1.13%
-12.4%
Q4 2019$1,534,000
+5.6%
11,282
-0.2%
1.29%
+3.4%
Q3 2019$1,452,000
-1.8%
11,299
-16.0%
1.25%
-7.7%
Q2 2019$1,478,000
-22.8%
13,447
-22.9%
1.35%
-21.8%
Q1 2019$1,915,000
+8.3%
17,434
-1.2%
1.73%
-4.6%
Q4 2018$1,768,000
-10.8%
17,653
-3.3%
1.81%
-7.4%
Q3 2018$1,981,000
+4.2%
18,247
+0.8%
1.96%
+20.8%
Q2 2018$1,902,000
-4.6%
18,099
-0.0%
1.62%
-6.1%
Q1 2018$1,993,0000.0%18,105
-1.7%
1.72%
-5.2%
Q4 2017$1,993,00018,4261.82%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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