NICOLET ADVISORY SERVICES, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
NICOLET ADVISORY SERVICES, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,141,697
+3.2%
63,772
+3.1%
1.01%
+4.2%
Q2 2023$8,859,255
+10.1%
61,862
-2.0%
0.97%
+4.9%
Q1 2023$8,047,033
+37.8%
63,129
+50.9%
0.93%
+20.1%
Q4 2022$5,841,237
+39.3%
41,834
+4.7%
0.77%
+12.9%
Q3 2022$4,194,000
-8.3%
39,949
+0.2%
0.68%
+0.7%
Q2 2022$4,574,000
-14.0%
39,875
+0.1%
0.68%
-2.2%
Q1 2022$5,316,000
-14.8%
39,820
+1.0%
0.69%
-9.5%
Q4 2021$6,241,000
-9.2%
39,414
-6.1%
0.77%
-12.0%
Q3 2021$6,875,000
+7.6%
41,975
+2.2%
0.87%
+4.7%
Q2 2021$6,390,000
+3.0%
41,081
+0.8%
0.83%
-4.3%
Q1 2021$6,205,000
+21.9%
40,760
+1.7%
0.87%
+21.8%
Q4 2020$5,092,000
+34.9%
40,074
+2.2%
0.71%
+21.8%
Q3 2020$3,774,000
-12.2%
39,200
-14.2%
0.59%
-11.3%
Q2 2020$4,299,000
+4.4%
45,708
-0.1%
0.66%
-9.0%
Q1 2020$4,119,000
-21.4%
45,750
+21.7%
0.73%
-11.8%
Q4 2019$5,239,000
+21.8%
37,581
+2.9%
0.82%
+26.2%
Q3 2019$4,300,000
+1.8%
36,538
-3.3%
0.65%
+1.1%
Q2 2019$4,224,000
+14.2%
37,779
+3.4%
0.64%
+2.7%
Q1 2019$3,700,00036,5500.63%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
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