Delta Investment Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Delta Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$824,002
+3.8%
5,682
+4.1%
0.23%
+5.1%
Q2 2023$793,503
+13.9%
5,456
+2.0%
0.22%
+9.0%
Q1 2023$696,817
-5.0%
5,347
-2.2%
0.20%
-16.4%
Q4 2022$733,242
+25.8%
5,468
-1.9%
0.24%
-5.6%
Q3 2022$583,000
+4.7%
5,575
+12.7%
0.25%
-0.8%
Q2 2022$557,000
-17.4%
4,948
+0.0%
0.25%
+27.0%
Q1 2022$674,000
-13.9%
4,947
+0.0%
0.20%
-11.1%
Q4 2021$783,000
-2.7%
4,946
+0.5%
0.22%
-11.1%
Q3 2021$805,000
+5.2%
4,919
+0.0%
0.25%
+11.5%
Q2 2021$765,000
+2.1%
4,918
+0.0%
0.23%
-4.6%
Q1 2021$749,000
+24.8%
4,917
+4.0%
0.24%
+23.3%
Q4 2020$600,000
+27.9%
4,728
-3.1%
0.19%
-24.0%
Q3 2020$469,000
+2.0%
4,881
-0.4%
0.25%
+32.3%
Q2 2020$460,000
+9.8%
4,900
+5.2%
0.19%
-40.2%
Q1 2020$419,000
-36.4%
4,658
-1.6%
0.32%
+33.8%
Q4 2019$659,0004,7340.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders