Providence Capital Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Providence Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,020,393
-0.2%
41,514
+0.1%
1.58%
+3.0%
Q2 2023$6,030,161
+11.8%
41,461
+0.1%
1.53%
+7.3%
Q1 2023$5,395,818
-0.7%
41,407
+2.1%
1.43%
-2.9%
Q4 2022$5,435,297
+28.4%
40,553
+0.1%
1.47%
+15.6%
Q3 2022$4,234,000
+4.0%
40,514
+12.0%
1.27%
+7.2%
Q2 2022$4,073,000
-21.0%
36,167
-4.4%
1.18%
-6.1%
Q1 2022$5,154,000
-8.7%
37,838
+6.1%
1.26%
-18.9%
Q4 2021$5,645,000
-38.5%
35,647
-36.4%
1.56%
-45.6%
Q3 2021$9,172,000
+9.3%
56,030
+3.9%
2.86%
+5.4%
Q2 2021$8,389,000
+7.8%
53,933
+5.5%
2.71%
-4.1%
Q1 2021$7,784,000
+108.9%
51,130
+74.4%
2.83%
+85.8%
Q4 2020$3,726,000
+40.8%
29,321
+6.6%
1.52%
+9.1%
Q3 2020$2,647,000
+0.5%
27,496
-1.8%
1.40%
-6.6%
Q2 2020$2,633,000
+5.4%
27,991
+0.8%
1.49%
-0.7%
Q1 2020$2,499,000
-28.4%
27,759
+10.9%
1.50%
-19.7%
Q4 2019$3,489,000
+20.9%
25,031
+2.0%
1.87%
+10.5%
Q3 2019$2,887,000
+8.5%
24,530
+3.1%
1.70%
+7.5%
Q2 2019$2,660,000
+12.4%
23,791
+1.7%
1.58%
+5.8%
Q1 2019$2,367,000
+7.1%
23,387
+3.3%
1.49%
-1.9%
Q4 2018$2,210,000
-10.6%
22,640
+3.4%
1.52%
-5.8%
Q3 2018$2,472,000
+11.7%
21,904
+3.1%
1.61%
+4.0%
Q2 2018$2,213,000
-0.2%
21,237
+5.3%
1.55%
-6.5%
Q1 2018$2,217,000
+6.8%
20,161
+3.9%
1.66%
+3.5%
Q4 2017$2,076,00019,4101.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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