Andesa Financial Management Inc. - 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
Andesa Financial Management Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$4,860,284
+16.0%
62,415
+99.8%
2.49%
+9.1%
Q4 2022$4,190,094
-29.5%
31,246
-45.1%
2.28%
+9.9%
Q3 2022$5,944,000
+80.2%
56,919
+94.4%
2.08%
-0.2%
Q2 2022$3,298,000
-21.8%
29,286
-5.4%
2.08%
-8.4%
Q1 2022$4,218,000
-15.9%
30,965
-2.3%
2.28%
-7.7%
Q4 2021$5,018,000
-1.4%
31,691
+2.0%
2.47%
-10.8%
Q3 2021$5,088,000
-42.5%
31,083
-45.4%
2.77%
+3.6%
Q2 2021$8,856,000
+0.8%
56,927
-1.3%
2.67%
-6.7%
Q1 2021$8,783,000
+108.5%
57,694
+73.9%
2.86%
+3.7%
Q4 2020$4,212,000
-31.1%
33,176
-47.8%
2.76%
+9.3%
Q3 2020$6,114,000
+82.4%
63,504
+78.0%
2.52%
-15.3%
Q2 2020$3,352,000
+10.4%
35,668
+5.9%
2.98%
-12.3%
Q1 2020$3,036,000
-38.5%
33,696
-4.7%
3.40%
-20.9%
Q4 2019$4,934,000
+17.7%
35,344
-0.8%
4.30%
+6.1%
Q3 2019$4,193,000
+2.8%
35,644
-2.1%
4.06%
+4.9%
Q2 2019$4,078,000
-43.2%
36,420
-48.6%
3.86%
+9.2%
Q1 2019$7,174,000
+116.6%
70,858
+109.0%
3.54%
-10.3%
Q4 2018$3,312,000
+24.4%
33,906
+43.8%
3.94%
-3.5%
Q3 2018$2,662,000
+8.8%
23,585
+0.6%
4.08%
+3.4%
Q2 2018$2,446,000
-4.8%
23,435
+0.1%
3.95%
-7.0%
Q1 2018$2,569,000
-1.2%
23,415
-3.8%
4.25%
+10.4%
Q4 2017$2,601,00024,3353.85%
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