Pflug Koory, 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
Pflug Koory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,127,821
-0.6%
7,777
-0.3%
0.65%
+12.8%
Q2 2023$1,134,723
+9.9%
7,802
-1.6%
0.58%
+3.0%
Q1 2023$1,032,967
+96983.4%
7,927
-0.1%
0.56%
-5.2%
Q4 2022$1,064
-99.9%
7,9370.0%0.59%
+17.2%
Q3 2022$829,000
-6.0%
7,937
+1.4%
0.50%
-0.8%
Q2 2022$882,000
-17.3%
7,8300.0%0.51%
-5.4%
Q1 2022$1,067,000
-14.0%
7,8300.0%0.54%
-14.1%
Q4 2021$1,240,000
-3.5%
7,830
-0.3%
0.63%
-11.0%
Q3 2021$1,285,000
-2.2%
7,850
-7.1%
0.70%
+2.2%
Q2 2021$1,314,000
-0.7%
8,450
-2.8%
0.69%
-6.0%
Q1 2021$1,323,000
+20.9%
8,690
+0.9%
0.73%
+13.0%
Q4 2020$1,094,000
+31.8%
8,610
-0.1%
0.65%
+15.5%
Q3 2020$830,000
+2.3%
8,6200.0%0.56%
-6.7%
Q2 2020$811,000
-11.1%
8,620
-14.9%
0.60%
-25.9%
Q1 2020$912,000
-35.2%
10,135
+0.4%
0.81%
-18.5%
Q4 2019$1,407,000
+18.1%
10,090
-0.3%
1.00%
+10.1%
Q3 2019$1,191,000
+5.6%
10,116
+0.3%
0.90%
+4.6%
Q2 2019$1,128,000
+10.5%
10,0900.0%0.86%
+8.1%
Q1 2019$1,021,000
+2.1%
10,090
-1.5%
0.80%
-6.4%
Q4 2018$1,000,000
-13.4%
10,2400.0%0.85%
-8.6%
Q3 2018$1,155,000
-17.7%
10,240
-24.0%
0.93%
-15.7%
Q2 2018$1,403,000
+24.3%
13,465
+31.2%
1.11%
+19.0%
Q1 2018$1,129,000
+1.2%
10,265
-1.7%
0.93%
+5.4%
Q4 2017$1,116,000
+11.9%
10,4400.0%0.88%
+8.3%
Q3 2017$997,000
-4.7%
10,440
-8.7%
0.82%
-7.8%
Q2 2017$1,046,000
+4.1%
11,4400.0%0.88%
+0.6%
Q1 2017$1,005,000
+1.4%
11,440
-0.4%
0.88%
+2.9%
Q4 2016$991,00011,4900.85%
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