New World Advisors 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
New World Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$315,253
+9.9%
2,174
+10.2%
0.11%
+8.9%
Q2 2023$286,830
+10.3%
1,972
-1.2%
0.10%
+1.0%
Q1 2023$260,002
+2.4%
1,995
+5.4%
0.10%
+16.3%
Q4 2022$253,901
+20.3%
1,893
+0.2%
0.09%
-24.6%
Q2 2022$211,000
-38.3%
1,889
-28.0%
0.11%
-36.3%
Q1 2022$342,000
+14.4%
2,622
+39.0%
0.18%
+29.7%
Q4 2021$299,000
-7.7%
1,887
+0.1%
0.14%
-8.0%
Q3 2021$324,000
-85.3%
1,886
-86.7%
0.15%
-89.9%
Q2 2021$2,202,000
+795.1%
14,155
+777.6%
1.48%
+994.8%
Q1 2021$246,000
+9.3%
1,613
-31.1%
0.14%
-7.5%
Q4 2020$225,000
+9.8%
2,340
+12.0%
0.15%
+11.5%
Q3 2020$205,000
-2.4%
2,090
-3.1%
0.13%
-7.7%
Q2 2020$210,000
-53.4%
2,156
-33.4%
0.14%
-48.7%
Q1 2020$451,0000.0%3,2350.0%0.28%0.0%
Q4 2019$451,000
+18.7%
3,235
+0.2%
0.28%
+6.9%
Q3 2019$380,000
+30.6%
3,227
+24.0%
0.26%
+23.9%
Q2 2019$291,000
+123.8%
2,602
+102.3%
0.21%
+127.2%
Q1 2019$130,0001,2860.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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