MinichMacGregor Wealth Management, 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
MinichMacGregor Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$690,440
+0.1%
4,761
+0.4%
0.23%
+6.5%
Q2 2023$689,676
+8.5%
4,742
-2.8%
0.22%
+2.4%
Q1 2023$635,522
+1.6%
4,877
+4.5%
0.21%
-7.1%
Q4 2022$625,710
+71.9%
4,666
+33.8%
0.23%
+55.9%
Q3 2022$364,000
-6.9%
3,486
+0.2%
0.14%
-9.9%
Q2 2022$391,000
-16.6%
3,478
+1.0%
0.16%
+7.3%
Q1 2022$469,000
-13.9%
3,4430.0%0.15%
-9.6%
Q4 2021$545,000
-0.5%
3,443
+2.7%
0.17%
-9.8%
Q3 2021$548,000
+0.2%
3,351
-4.8%
0.18%
-4.2%
Q2 2021$547,000
+0.2%
3,520
-2.0%
0.19%
-5.9%
Q1 2021$546,000
+82.6%
3,593
+52.2%
0.20%
+67.2%
Q4 2020$299,000
+32.3%
2,360
+0.1%
0.12%
+14.0%
Q3 2020$226,000
+11.9%
2,357
+9.3%
0.11%
-4.5%
Q2 2020$202,000
-35.5%
2,157
-4.1%
0.11%
-35.6%
Q4 2019$313,000
+12.2%
2,250
-5.2%
0.17%
-7.9%
Q3 2019$279,000
+30.4%
2,374
+25.8%
0.19%
+26.0%
Q2 2019$214,000
-93.7%
1,887
-94.7%
0.15%
-93.5%
Q4 2018$3,388,000
+1771.8%
35,471
+2115.6%
2.32%
+1847.9%
Q3 2018$181,000
+1.7%
1,601
-5.5%
0.12%
-6.3%
Q2 2018$178,000
-7.8%
1,694
-3.8%
0.13%
-15.3%
Q1 2018$193,000
+4.3%
1,761
+1.6%
0.15%
+4.2%
Q4 2017$185,000
+14.2%
1,733
+1.9%
0.14%
+7.5%
Q3 2017$162,000
-6.4%
1,701
-10.5%
0.13%
-10.7%
Q2 2017$173,000
+16.1%
1,901
+11.8%
0.15%
+11.9%
Q1 2017$149,000
+2.1%
1,701
-0.1%
0.13%
-2.2%
Q4 2016$146,000
+29.2%
1,703
-0.3%
0.14%
+29.2%
Q3 2016$113,000
+6.6%
1,708
-0.2%
0.11%
+6.0%
Q2 2016$106,000
+5.0%
1,712
+0.4%
0.10%
+3.1%
Q1 2016$101,000
-3.8%
1,706
+6.5%
0.10%
-1.0%
Q4 2015$105,0001,6020.10%
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