VISTA INVESTMENT MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
VISTA INVESTMENT MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,769,029
-1.1%
12,199
-0.8%
0.93%
+2.5%
Q2 2023$1,788,842
+10.5%
12,300
-1.0%
0.91%
+5.8%
Q1 2023$1,619,169
+3.2%
12,426
+6.2%
0.86%
-4.5%
Q4 2022$1,569,173
+33.9%
11,702
+4.3%
0.90%
+24.1%
Q3 2022$1,172,000
-0.2%
11,219
+7.6%
0.72%
+1.7%
Q2 2022$1,174,000
-15.0%
10,426
+2.9%
0.71%
-6.2%
Q1 2022$1,381,000
-9.6%
10,132
+5.0%
0.76%
-8.7%
Q4 2021$1,527,000
-0.6%
9,646
+2.8%
0.83%
-8.0%
Q3 2021$1,536,000
+6.5%
9,386
+1.2%
0.90%
+5.9%
Q2 2021$1,442,000
+2.8%
9,273
+0.6%
0.85%
-2.5%
Q1 2021$1,403,000
+9.3%
9,218
-8.8%
0.87%
+1.4%
Q4 2020$1,284,000
+21.9%
10,106
-7.6%
0.86%
+7.2%
Q3 2020$1,053,000
+5.9%
10,935
+3.5%
0.80%
-5.9%
Q2 2020$994,000
+14.5%
10,567
+9.6%
0.85%
-3.8%
Q1 2020$868,000
-35.1%
9,644
+0.6%
0.89%
-11.7%
Q4 2019$1,337,000
+17.3%
9,591
-1.0%
1.00%
+6.8%
Q3 2019$1,140,000
+3.9%
9,684
-1.3%
0.94%
+1.3%
Q2 2019$1,097,000
+11.1%
9,814
+0.6%
0.93%
+7.2%
Q1 2019$987,000
+6.7%
9,752
+2.9%
0.87%
-9.0%
Q4 2018$925,000
-14.4%
9,474
-1.0%
0.95%
-0.2%
Q3 2018$1,080,000
+8.4%
9,574
+0.2%
0.95%
-2.0%
Q2 2018$996,000
-4.9%
9,558
+0.4%
0.97%
-11.2%
Q1 2018$1,047,000
+1.7%
9,521
-1.1%
1.10%
+1.8%
Q4 2017$1,030,0009,6311.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders