Meridian Wealth Advisors, 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
Meridian Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,547,985
+1.6%
52,048
+1.9%
1.89%
+5.0%
Q2 2023$7,428,136
+13.6%
51,074
+1.8%
1.80%
+9.8%
Q1 2023$6,540,554
+1.6%
50,192
+4.6%
1.64%
-1.3%
Q4 2022$6,436,007
+37.4%
47,994
+7.0%
1.66%
+25.8%
Q3 2022$4,685,000
-11.5%
44,834
-4.7%
1.32%
-6.3%
Q2 2022$5,296,000
-11.0%
47,032
+7.7%
1.41%
+2.0%
Q1 2022$5,953,000
-0.8%
43,666
+15.2%
1.38%
-5.3%
Q4 2021$6,001,000
-1.9%
37,895
+1.4%
1.46%
-14.4%
Q3 2021$6,116,000
+7.7%
37,364
+2.3%
1.70%
+6.0%
Q2 2021$5,679,000
+13.5%
36,514
+11.1%
1.61%
-3.2%
Q1 2021$5,003,000
+49.3%
32,862
+24.6%
1.66%
+35.9%
Q4 2020$3,352,000
+55.9%
26,381
+18.1%
1.22%
+32.4%
Q3 2020$2,150,000
+5.1%
22,329
+2.7%
0.92%
-2.2%
Q2 2020$2,045,000
+17.1%
21,746
+12.0%
0.94%
-2.2%
Q1 2020$1,747,000
-43.5%
19,409
-12.5%
0.97%
-20.7%
Q4 2019$3,093,000
+10.5%
22,185
-6.8%
1.22%
+1.7%
Q3 2019$2,800,000
+18.8%
23,800
+15.3%
1.20%
-27.1%
Q2 2019$2,357,000
+9.2%
20,638
-3.2%
1.64%
+4.5%
Q1 2019$2,158,000
+5.2%
21,316
+1.5%
1.57%
-0.1%
Q4 2018$2,051,00021,0101.58%
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