New Potomac Partners, 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
New Potomac Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,536,690
-0.9%
17,492
-0.6%
1.75%
+3.4%
Q2 2023$2,559,163
+4.0%
17,596
-6.8%
1.69%
-1.1%
Q1 2023$2,461,426
-4.1%
18,889
-1.4%
1.71%
-10.3%
Q4 2022$2,567,747
+29.3%
19,148
+0.7%
1.90%
+13.5%
Q3 2022$1,986,000
-7.5%
19,008
-0.3%
1.68%
-2.7%
Q2 2022$2,146,000
-20.4%
19,058
-3.7%
1.72%
-9.2%
Q1 2022$2,697,000
-16.0%
19,783
-2.5%
1.90%
-8.8%
Q4 2021$3,212,000
-7.9%
20,285
-4.8%
2.08%
-13.5%
Q3 2021$3,487,000
+4.5%
21,300
-0.7%
2.41%
+6.0%
Q2 2021$3,336,000
+2.6%
21,450
+0.4%
2.27%
-5.0%
Q1 2021$3,251,000
-20.0%
21,355
-33.2%
2.39%
-18.7%
Q4 2020$4,062,000
+34.7%
31,965
+2.0%
2.94%
+22.4%
Q3 2020$3,016,000
+49.5%
31,325
+46.1%
2.40%
+33.3%
Q2 2020$2,017,000
+5.8%
21,445
+1.3%
1.80%
-13.5%
Q1 2020$1,907,000
-35.7%
21,180
-0.4%
2.08%
-24.6%
Q4 2019$2,964,000
+15.3%
21,262
-2.6%
2.76%
+7.6%
Q3 2019$2,570,000
+5.1%
21,837
-0.2%
2.57%
+3.5%
Q2 2019$2,446,000
+6.6%
21,877
-3.4%
2.48%
+6.9%
Q1 2019$2,294,000
+1.7%
22,657
-1.9%
2.32%
-4.3%
Q4 2018$2,255,000
-13.1%
23,102
+0.5%
2.42%
+0.9%
Q3 2018$2,595,000
-0.1%
22,997
-7.7%
2.40%
-4.2%
Q2 2018$2,597,000
-4.2%
24,927
+1.1%
2.51%
-5.7%
Q1 2018$2,711,000
-2.3%
24,652
-5.0%
2.66%
+0.4%
Q4 2017$2,776,00025,9572.65%
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