LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$618
-99.9%
4,261
-6.1%
0.15%
-5.5%
Q2 2023$659,772
-29.1%
4,536
-36.9%
0.16%
-15.1%
Q1 2023$930,383
+94.2%
7,191
+56.8%
0.19%
+50.0%
Q3 2022$479,000
+9.4%
4,585
+17.9%
0.13%
-28.1%
Q2 2022$438,000
-15.3%
3,890
+2.5%
0.18%
-4.8%
Q1 2022$517,000
-1.0%
3,795
+15.1%
0.19%
+713.0%
Q4 2021$522,000
-2.1%
3,298
+1.6%
0.02%
-87.9%
Q3 2021$533,000
+23.1%
3,245
+16.4%
0.19%
+13.1%
Q2 2021$433,000
+12.2%
2,787
-6.5%
0.17%
-11.1%
Q1 2021$386,0000.0%2,9800.0%0.19%0.0%
Q4 2020$386,000
+47.3%
2,980
+9.4%
0.19%
+22.7%
Q3 2020$262,000
+1.9%
2,725
-0.3%
0.15%
-14.9%
Q2 2020$257,000
+2.0%
2,732
-2.5%
0.18%
-17.7%
Q1 2020$252,000
-34.7%
2,802
+1.0%
0.22%
-27.6%
Q4 2019$386,000
+21.4%
2,773
+2.6%
0.30%
+1.0%
Q3 2019$318,000
+79.7%
2,704
+70.9%
0.30%
+94.2%
Q2 2019$177,000
+20.4%
1,582
+8.2%
0.16%
+39.6%
Q1 2019$147,000
+2.8%
1,462
-0.3%
0.11%
+3.7%
Q4 2018$143,0001,4660.11%
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