SUMMIT WEALTH & RETIREMENT PLANNING, 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,337,084
-5.1%
9,220
-4.8%
0.54%
-2.9%
Q2 2023$1,408,877
-9.1%
9,687
-18.6%
0.55%
-4.5%
Q1 2023$1,550,428
-18.3%
11,898
-16.0%
0.58%
-24.9%
Q4 2022$1,898,856
+43.2%
14,160
+11.6%
0.77%
+46.2%
Q3 2022$1,326,000
-7.2%
12,6910.0%0.53%
-3.8%
Q2 2022$1,429,000
-13.7%
12,691
+4.6%
0.55%
-6.2%
Q1 2022$1,655,000
+38.7%
12,138
+61.1%
0.58%
+43.4%
Q4 2021$1,193,000
+184.7%
7,534
+194.4%
0.41%
+166.7%
Q3 2021$419,000
+17.0%
2,559
+11.2%
0.15%
+15.9%
Q2 2021$358,0000.0%2,301
-2.1%
0.13%
-0.8%
Q1 2021$358,000
+19.7%
2,3500.0%0.13%
+17.7%
Q4 2020$299,000
+21.5%
2,350
-8.2%
0.11%
+6.6%
Q3 2020$246,000
-28.7%
2,560
-30.1%
0.11%
-34.6%
Q2 2020$345,000
-1.1%
3,664
-5.4%
0.16%
-13.4%
Q1 2020$349,000
-42.0%
3,874
-10.2%
0.19%
-30.2%
Q4 2019$602,000
+25.2%
4,315
+5.5%
0.27%
-7.9%
Q3 2019$481,000
-74.7%
4,090
-75.9%
0.29%
-73.8%
Q2 2019$1,900,000
+5.0%
16,997
-4.9%
1.11%
+3.3%
Q1 2019$1,810,000
+0.8%
17,877
-2.8%
1.08%
-21.0%
Q4 2018$1,795,00018,3901.36%
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