Stokes 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
Stokes Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,676,576
+0.9%
46,039
+1.2%
2.33%
+4.5%
Q2 2023$6,616,793
+11.7%
45,495
+0.1%
2.23%
+10.8%
Q1 2023$5,923,632
-2.3%
45,458
+0.5%
2.01%
-3.6%
Q4 2022$6,064,270
+28.6%
45,222
+0.2%
2.09%
+19.0%
Q3 2022$4,716,000
-0.9%
45,127
+6.8%
1.75%
+5.5%
Q2 2022$4,757,000
-16.6%
42,244
+1.0%
1.66%
+0.1%
Q1 2022$5,702,000
-4.8%
41,827
+10.6%
1.66%
-6.7%
Q4 2021$5,988,000
-1.7%
37,818
+1.6%
1.78%
-9.4%
Q3 2021$6,093,000
+10.1%
37,222
+4.6%
1.97%
+8.4%
Q2 2021$5,534,000
+33.2%
35,580
+30.3%
1.81%
+6.5%
Q1 2021$4,155,000
+23.8%
27,296
+3.4%
1.70%
+16.6%
Q4 2020$3,355,000
+35.1%
26,403
+2.4%
1.46%
+22.4%
Q3 2020$2,483,000
+601.4%
25,793
+585.1%
1.19%
+538.5%
Q2 2020$354,0003,7650.19%
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