9258 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
9258 Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,377,371
+1.5%
30,185
+1.8%
0.85%
+4.8%
Q2 2023$4,313,433
+14.4%
29,658
+2.5%
0.81%
+6.7%
Q1 2023$3,769,808
-3.4%
28,930
-0.6%
0.76%
-9.8%
Q4 2022$3,901,684
+35.9%
29,095
+5.9%
0.84%
+15.0%
Q3 2022$2,870,000
-12.0%
27,466
-5.2%
0.73%
-12.3%
Q2 2022$3,263,000
-14.8%
28,979
+3.1%
0.84%
-5.8%
Q1 2022$3,831,000
-10.7%
28,104
+3.7%
0.89%
-9.7%
Q4 2021$4,292,000
+1.6%
27,104
+5.0%
0.98%
-12.8%
Q3 2021$4,224,000
+4.0%
25,805
-1.2%
1.13%
+3.2%
Q2 2021$4,061,000
+5.5%
26,111
+3.3%
1.09%
-5.4%
Q1 2021$3,849,000
+20.8%
25,285
+0.8%
1.16%
+11.3%
Q4 2020$3,187,000
+46.1%
25,078
+12.7%
1.04%
+26.1%
Q3 2020$2,181,000
+1.1%
22,248
-3.0%
0.82%
-5.7%
Q2 2020$2,157,000
+2.4%
22,937
+3.0%
0.87%
-5.6%
Q1 2020$2,107,000
-28.3%
22,268
+5.6%
0.93%
-14.0%
Q4 2019$2,939,000
+67.3%
21,086
+41.2%
1.08%
-21.4%
Q3 2019$1,757,000
+12.1%
14,929
+6.4%
1.37%
+8.5%
Q2 2019$1,568,000
+20.8%
14,027
+9.4%
1.26%
+14.5%
Q1 2019$1,298,000
+3.4%
12,820
-0.3%
1.10%
-9.0%
Q4 2018$1,255,00012,8571.21%
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