Cedar Brook Financial Partners, 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
Cedar Brook Financial Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,463,504
-5.2%
16,987
-4.9%
0.64%
+4.0%
Q2 2023$2,597,852
+11.7%
17,862
+0.1%
0.62%
+3.5%
Q1 2023$2,325,028
-0.3%
17,842
+2.6%
0.60%
-9.1%
Q4 2022$2,332,493
+31.7%
17,394
+2.6%
0.66%
+15.5%
Q3 2022$1,771,322
-2.9%
16,950
+4.6%
0.57%
-0.5%
Q2 2022$1,825,000
-14.3%
16,205
+3.7%
0.57%
+3.4%
Q1 2022$2,130,000
-15.5%
15,625
-1.8%
0.55%
-14.4%
Q4 2021$2,521,000
-2.4%
15,918
+0.8%
0.65%
-16.8%
Q3 2021$2,584,000
+8.4%
15,785
+3.0%
0.78%
+12.6%
Q2 2021$2,384,000
+1.4%
15,325
-0.8%
0.69%
-15.4%
Q1 2021$2,351,000
+14.5%
15,443
-4.5%
0.81%
+12.0%
Q4 2020$2,054,000
+30.1%
16,163
-1.4%
0.73%
+17.3%
Q3 2020$1,579,000
+41.1%
16,397
+37.9%
0.62%
+24.2%
Q2 2020$1,119,000
+7.8%
11,892
+3.2%
0.50%
-13.4%
Q1 2020$1,038,000
-35.0%
11,527
+0.5%
0.58%
-15.2%
Q4 2019$1,598,000
+12.1%
11,466
-5.3%
0.68%
+8.1%
Q3 2019$1,425,000
+4.0%
12,107
-1.2%
0.63%
-0.6%
Q2 2019$1,370,000
+12.9%
12,254
+2.2%
0.63%
+7.1%
Q1 2019$1,214,000
+27.0%
11,988
+22.4%
0.59%
+1.7%
Q4 2018$956,0009,7950.58%
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