VISTA INVESTMENT MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,026 filers reported holding JPMORGAN CHASE & CO in Q1 2024. The put-call ratio across all filers is 0.92 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
VISTA INVESTMENT MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$5,248,347
-1.7%
25,949
-2.6%
2.13%
-2.2%
Q1 2024$5,336,897
+163.0%
26,645
+123.3%
2.17%
+130.4%
Q4 2023$2,029,551
+14.7%
11,932
-2.2%
0.94%
+1.5%
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 2024
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders