Legacy Financial Advisors, Inc. - 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
Legacy Financial Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,854,525
+1.9%
40,370
+2.2%
1.17%
+9.2%
Q2 2023$5,747,028
+15.6%
39,515
+3.6%
1.07%
+5.6%
Q1 2023$4,971,466
-2.9%
38,151
-0.1%
1.02%
-7.9%
Q4 2022$5,119,524
+35.0%
38,177
+5.2%
1.10%
+21.6%
Q3 2022$3,793,000
-4.7%
36,296
+2.6%
0.91%
-8.4%
Q2 2022$3,982,000
-14.9%
35,361
+3.0%
0.99%
-6.0%
Q1 2022$4,680,000
-16.4%
34,329
-2.9%
1.05%
-18.0%
Q4 2021$5,597,000
-1.7%
35,344
+1.7%
1.28%
-8.0%
Q3 2021$5,691,000
+9.8%
34,767
+4.3%
1.40%
+6.3%
Q2 2021$5,184,000
+5.7%
33,329
+3.5%
1.31%
-2.4%
Q1 2021$4,903,000
+13.0%
32,207
-5.7%
1.34%
+9.5%
Q4 2020$4,339,000
+34.2%
34,144
+1.6%
1.23%
+24.3%
Q3 2020$3,234,000
+3.2%
33,597
+0.8%
0.99%
-12.4%
Q2 2020$3,135,000
+2.7%
33,326
+4.5%
1.13%
-0.4%
Q1 2020$3,054,000
-30.3%
31,891
+1.5%
1.13%
-18.3%
Q4 2019$4,381,000
+18.7%
31,428
+0.2%
1.39%
+13.0%
Q3 2019$3,690,000
+4.0%
31,351
-1.2%
1.23%
-2.2%
Q2 2019$3,547,000
+10.9%
31,729
+0.4%
1.25%
+15.7%
Q1 2019$3,199,000
+11.4%
31,597
+7.4%
1.08%
-2.5%
Q4 2018$2,871,000
-15.0%
29,413
-1.8%
1.11%
-9.2%
Q3 2018$3,378,000
+3.8%
29,939
-2.1%
1.22%
-0.8%
Q2 2018$3,253,000
-5.4%
30,586
+0.1%
1.23%
-9.7%
Q1 2018$3,437,000
+5.1%
30,555
-0.1%
1.37%
+1.8%
Q4 2017$3,269,00030,5761.34%
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