D.B. Root & Company, LLC - 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
D.B. Root & Company, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$226,795
+8.5%
1,691
+9.9%
0.10%
+23.1%
Q1 2022$209,000
-45.0%
1,538
-36.0%
0.08%
-43.1%
Q4 2021$380,000
+63.1%
2,405
+68.5%
0.14%
+50.5%
Q3 2021$233,000
-25.3%
1,427
-29.0%
0.09%
-22.2%
Q2 2021$312,000
-16.6%
2,010
-18.2%
0.12%
-20.4%
Q1 2021$374,000
+16.9%
2,458
-2.5%
0.15%
+14.8%
Q4 2020$320,000
+57.6%
2,522
+19.3%
0.13%
+58.0%
Q3 2020$203,000
+1.5%
2,114
-1.0%
0.08%
-6.9%
Q2 2020$200,000
-42.4%
2,135
-14.4%
0.09%
-43.1%
Q4 2019$347,000
+16.1%
2,494
-1.9%
0.15%
+10.1%
Q3 2019$299,000
+0.7%
2,543
-4.3%
0.14%
+5.3%
Q2 2019$297,000
-16.8%
2,658
-24.7%
0.13%
-13.2%
Q1 2019$357,000
+0.3%
3,530
-3.1%
0.15%
-14.1%
Q4 2018$356,000
-14.8%
3,644
-1.6%
0.18%
-3.8%
Q3 2018$418,000
-6.9%
3,703
-14.0%
0.18%
-13.2%
Q2 2018$449,000
-3.4%
4,304
+1.8%
0.21%
-13.8%
Q1 2018$465,000
+54.0%
4,227
+49.8%
0.25%
-5.0%
Q4 2017$302,0002,8210.26%
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