Beacon Pointe Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Beacon Pointe Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$63,257,988
+42.8%
436,198
+43.2%
0.79%
+8.8%
Q2 2023$44,301,968
+5.2%
304,603
-5.8%
0.72%
+0.8%
Q1 2023$42,124,198
-8.7%
323,257
-6.0%
0.72%
-19.8%
Q4 2022$46,118,485
+37.9%
343,911
+7.5%
0.90%
+19.7%
Q3 2022$33,437,000
-1.5%
319,974
+6.2%
0.75%
+4.3%
Q2 2022$33,946,000
-40.5%
301,193
-28.0%
0.72%
-8.3%
Q1 2022$57,041,000
+94.9%
418,434
+126.4%
0.78%
+2.5%
Q4 2021$29,265,000
-27.4%
184,814
-24.9%
0.76%
-23.2%
Q3 2021$40,299,000
+136.2%
246,188
+124.4%
0.99%
+64.3%
Q2 2021$17,063,000
+149.8%
109,703
+144.6%
0.60%
+44.0%
Q1 2021$6,830,000
+13.9%
44,853
-4.9%
0.42%
+2.4%
Q4 2020$5,996,000
+73.1%
47,183
+31.3%
0.41%
+22.4%
Q3 2020$3,463,000
-17.1%
35,946
-19.1%
0.34%
-19.9%
Q2 2020$4,178,000
+74.6%
44,431
+67.7%
0.42%
+9.7%
Q1 2020$2,393,000
-18.4%
26,494
+26.0%
0.38%
-58.1%
Q4 2019$2,932,000
+25.4%
21,032
+5.9%
0.91%
-10.0%
Q3 2019$2,338,000
-1.6%
19,865
-6.7%
1.01%
+16.5%
Q2 2019$2,376,000
+7.9%
21,281
-2.5%
0.87%
+4.8%
Q1 2019$2,203,000
+4.3%
21,819
+0.9%
0.83%
-35.5%
Q4 2018$2,113,00021,6201.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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