Evolution Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Evolution Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$710,598
-3.3%
4,900
-3.0%
0.16%
-1.9%
Q2 2023$734,472
+29.6%
5,050
+16.1%
0.16%
+19.1%
Q1 2023$566,588
+7.9%
4,348
+11.1%
0.14%
+3.0%
Q4 2022$524,867
+41.9%
3,914
+10.4%
0.13%
+30.7%
Q3 2022$370,000
+16.4%
3,545
+25.7%
0.10%
+26.2%
Q2 2022$318,000
-17.6%
2,8210.0%0.08%
+1.3%
Q1 2022$386,000
-37.3%
2,821
-27.5%
0.08%
-15.1%
Q4 2021$616,000
+26.7%
3,891
+31.0%
0.09%
-10.6%
Q3 2021$486,000
+7.8%
2,971
+2.4%
0.10%
+13.0%
Q2 2021$451,000
-25.8%
2,901
-27.4%
0.09%
-32.4%
Q1 2021$608,000
+63.0%
3,996
+36.1%
0.14%
+61.9%
Q4 2020$373,000
-1.1%
2,936
-25.0%
0.08%
-18.4%
Q3 2020$377,000
+56.4%
3,915
+52.9%
0.10%
+30.4%
Q2 2020$241,000
-90.1%
2,560
-90.6%
0.08%
-92.0%
Q1 2020$2,443,000
+439.3%
27,135
+735.4%
0.99%
+773.5%
Q4 2019$453,000
+19.2%
3,248
+0.7%
0.11%
-37.6%
Q3 2019$380,000
-6.9%
3,225
-11.6%
0.18%
+2.8%
Q2 2019$408,000
+44.2%
3,648
+30.5%
0.18%
+35.4%
Q1 2019$283,000
+3.7%
2,7950.0%0.13%
+4.0%
Q4 2018$273,0002,7950.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders