LAKE STREET PRIVATE WEALTH, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
LAKE STREET PRIVATE WEALTH, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,365,573
+33.4%
43,130
+31.4%
1.14%
+36.5%
Q2 2023$4,773,170
+8.0%
32,819
-3.2%
0.84%
+1.8%
Q1 2023$4,419,167
+0.1%
33,913
+3.0%
0.82%
-9.6%
Q4 2022$4,412,622
-27.0%
32,911
-38.6%
0.91%
-28.4%
Q2 2022$6,041,000
-16.2%
53,641
+1.5%
1.27%
-1.6%
Q1 2022$7,208,000
-10.3%
52,874
+4.2%
1.29%
-8.2%
Q4 2021$8,034,000
+10.6%
50,738
+14.4%
1.41%
-20.0%
Q3 2021$7,261,000
+6.1%
44,360
+1.8%
1.76%
+1.2%
Q2 2021$6,846,000
+1.7%
43,585
-1.4%
1.74%
-6.3%
Q1 2021$6,732,000
+18.1%
44,223
-1.4%
1.86%
+13.0%
Q4 2020$5,701,000
+29.7%
44,868
-1.7%
1.65%
+11.5%
Q3 2020$4,395,000
+1.0%
45,655
-1.4%
1.48%
-8.5%
Q2 2020$4,353,000
+10.1%
46,283
+5.4%
1.61%
-10.4%
Q1 2020$3,953,000
-44.1%
43,908
-13.5%
1.80%
-33.6%
Q4 2019$7,077,000
+31.7%
50,767
+11.2%
2.71%
+10.9%
Q3 2019$5,373,000
+3.2%
45,654
-2.0%
2.44%
-20.3%
Q2 2019$5,207,000
+19.4%
46,577
+8.1%
3.07%
+2.3%
Q1 2019$4,361,00043,0853.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders