CreativeOne Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
CreativeOne Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,618
-55.7%
24,950
-56.9%
0.26%
+27.5%
Q2 2023$8,165
+95.3%
57,946
+80.6%
0.20%
-1.0%
Q1 2023$4,180
-2.5%
32,078
+0.3%
0.21%
-12.7%
Q4 2022$4,287
-99.9%
31,967
+3.3%
0.24%
+21.6%
Q3 2022$3,233,000
-1.2%
30,940
+6.5%
0.19%
+9.6%
Q2 2022$3,271,000
-23.6%
29,044
-7.5%
0.18%
-20.3%
Q1 2022$4,280,000
-34.0%
31,400
-23.3%
0.22%
-30.6%
Q4 2021$6,484,000
+1.0%
40,946
+4.3%
0.32%
-15.1%
Q3 2021$6,419,000
+6.6%
39,272
+1.4%
0.38%
+1.3%
Q2 2021$6,023,000
+3.3%
38,723
+1.1%
0.37%
-15.6%
Q1 2021$5,828,000
+25.3%
38,289
+4.6%
0.44%
+14.5%
Q4 2020$4,652,000
+730.7%
36,609
+528.8%
0.38%
+393.6%
Q3 2020$560,000
+18.6%
5,822
+16.1%
0.08%
+6.8%
Q2 2020$472,000
+2.4%
5,015
-2.1%
0.07%
-17.0%
Q1 2020$461,000
-38.2%
5,122
-4.2%
0.09%
-30.2%
Q4 2019$746,000
+9.2%
5,347
-7.8%
0.13%
-4.5%
Q3 2019$683,000
+0.1%
5,799
-5.0%
0.13%
-7.7%
Q2 2019$682,000
+64.7%
6,105
+49.3%
0.14%
+32.4%
Q1 2019$414,000
+11.0%
4,088
+7.1%
0.11%
-14.3%
Q4 2018$373,0003,8180.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders