Trek Financial, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Trek Financial, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$466,400
-6.5%
3,216
-6.2%
0.04%
-2.3%
Q2 2023$498,875
+6.1%
3,430
-4.9%
0.04%0.0%
Q1 2023$470,172
-8.8%
3,608
-6.2%
0.04%
-13.7%
Q4 2022$515,749
+36.4%
3,846
+6.2%
0.05%
+27.5%
Q3 2022$378,000
+1.3%
3,622
+9.4%
0.04%
+5.3%
Q2 2022$373,000
-12.0%
3,311
+6.5%
0.04%
+2.7%
Q1 2022$424,000
-10.4%
3,110
+4.0%
0.04%
-15.9%
Q4 2021$473,000
+1.1%
2,990
+4.6%
0.04%
-10.2%
Q3 2021$468,000
-9.3%
2,858
-13.9%
0.05%
-10.9%
Q2 2021$516,000
+16.7%
3,318
+14.4%
0.06%
+5.8%
Q1 2021$442,000
-6.9%
2,901
-22.4%
0.05%
-14.8%
Q4 2020$475,000
+35.3%
3,740
+2.5%
0.06%
+13.0%
Q3 2020$351,000
+3.8%
3,650
+1.5%
0.05%0.0%
Q2 2020$338,000
+2.4%
3,596
-1.8%
0.05%
-33.3%
Q1 2020$330,000
-35.9%
3,663
-0.8%
0.08%
-8.0%
Q4 2019$515,000
+22.3%
3,692
+3.2%
0.09%
+46.7%
Q3 2019$421,000
-2.5%
3,577
-7.4%
0.06%
-18.9%
Q2 2019$432,000
+10.8%
3,864
+0.3%
0.07%
+5.7%
Q1 2019$390,000
+3.7%
3,8530.0%0.07%
-2.8%
Q4 2018$376,0003,8530.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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