BT 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
BT Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$345,000
-31.1%
3,061
-16.7%
0.10%
-25.4%
Q1 2022$501,000
-13.2%
3,673
+0.8%
0.13%
-16.7%
Q4 2021$577,000
+18.0%
3,645
+22.1%
0.16%
+2.6%
Q3 2021$489,000
+5.4%
2,9850.0%0.15%
+7.8%
Q2 2021$464,000
+0.9%
2,985
-1.2%
0.14%
-7.8%
Q1 2021$460,000
+14.1%
3,020
-4.7%
0.15%
+2.0%
Q4 2020$403,000
+27.1%
3,168
-3.9%
0.15%
+8.7%
Q3 2020$317,000
-1.2%
3,298
-3.5%
0.14%
-15.3%
Q2 2020$321,000
+4.2%
3,4180.0%0.16%
-7.4%
Q1 2020$308,000
-38.0%
3,418
-4.1%
0.18%
-30.4%
Q4 2019$497,000
+14.3%
3,563
-3.5%
0.25%
+4.1%
Q3 2019$435,000
+9.0%
3,6930.0%0.24%
+5.2%
Q2 2019$399,000
+14.3%
3,693
+7.3%
0.23%
+12.1%
Q1 2019$349,000
-51.2%
3,443
-50.7%
0.21%
-33.1%
Q4 2018$715,0006,9810.31%
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