Advisor OS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Advisor OS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,182,989
-22.9%
15,053
-22.7%
0.33%
-29.4%
Q2 2023$2,831,641
+48.8%
19,470
+33.3%
0.46%
+1.3%
Q1 2023$1,902,865
+2.8%
14,602
+5.8%
0.46%
-7.1%
Q4 2022$1,850,957
+119.8%
13,803
+71.4%
0.49%
+93.7%
Q3 2022$842,000
-26.9%
8,051
-21.3%
0.25%
-24.4%
Q2 2022$1,152,000
+28.1%
10,234
+55.2%
0.34%
+29.2%
Q1 2022$899,000
-20.8%
6,595
-8.0%
0.26%
+12.1%
Q4 2021$1,135,000
+5.3%
7,166
+8.8%
0.23%
-0.9%
Q3 2021$1,078,000
+3.3%
6,586
-1.8%
0.23%
+7.8%
Q2 2021$1,044,000
+65.7%
6,709
+62.4%
0.22%
+51.7%
Q1 2021$630,000
+26.5%
4,131
-51.7%
0.14%
+6.7%
Q4 2020$498,000
+70.5%
8,545
+181.7%
0.13%
+8.9%
Q3 2020$292,000
-7.0%
3,033
-9.2%
0.12%
-34.2%
Q2 2020$314,0003,3390.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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