Shorepoint Capital Partners 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
Shorepoint Capital Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,607,976
+11.6%
59,357
+11.9%
2.53%
+16.2%
Q2 2023$7,714,423
+21.4%
53,042
+8.7%
2.17%
+19.5%
Q1 2023$6,356,015
+95192.6%
48,776
-1.9%
1.82%
-1.8%
Q4 2022$6,670
-99.9%
49,741
+8.4%
1.85%
-19.0%
Q3 2022$4,793,000
-2.1%
45,867
+5.5%
2.29%
+10.5%
Q2 2022$4,897,000
-10.8%
43,488
+8.0%
2.07%
-9.7%
Q1 2022$5,491,000
-10.4%
40,280
+4.1%
2.29%
-7.8%
Q4 2021$6,126,000
-1.4%
38,685
+1.9%
2.49%
-11.0%
Q3 2021$6,215,000
+17.9%
37,970
+9.7%
2.79%
-0.9%
Q1 2021$5,271,000
+1.1%
34,623
-15.6%
2.82%
-2.5%
Q4 2020$5,214,000
+30.9%
41,030
-0.9%
2.89%
+16.8%
Q3 2020$3,984,000
+2.8%
41,388
+0.4%
2.47%
-2.1%
Q2 2020$3,877,000
+18.5%
41,220
+13.4%
2.53%
-3.7%
Q1 2020$3,273,000
-33.7%
36,350
+2.6%
2.62%
-7.1%
Q4 2019$4,939,000
+4.8%
35,433
-11.6%
2.82%
+1.6%
Q3 2019$4,715,000
+2.4%
40,060
-2.7%
2.78%
+5.9%
Q2 2019$4,605,000
+1.3%
41,185
-8.3%
2.63%
+2.1%
Q1 2019$4,545,00044,9002.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders