Realta Investment Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Realta Investment Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,744,963
-1.8%
18,874
-1.8%
0.63%
+3.3%
Q2 2023$2,795,722
+16.4%
19,223
+4.3%
0.61%
+4.6%
Q1 2023$2,402,168
-6.0%
18,434
-3.3%
0.58%
-6.3%
Q4 2022$2,556,715
+30.2%
19,066
+1.5%
0.62%
+21.0%
Q3 2022$1,963,000
-3.9%
18,784
+4.9%
0.52%
+2.8%
Q2 2022$2,043,000
-15.8%
17,911
+0.7%
0.50%
+3.7%
Q1 2022$2,425,000
-5.6%
17,791
+9.6%
0.48%
-14.5%
Q4 2021$2,569,000
+0.2%
16,226
+3.6%
0.56%
-6.5%
Q3 2021$2,563,000
+5.0%
15,655
-0.3%
0.60%
+4.3%
Q2 2021$2,441,000
+7.5%
15,695
+5.3%
0.58%
-3.0%
Q1 2021$2,270,000
+30.3%
14,911
+8.8%
0.60%
+21.1%
Q4 2020$1,742,000
+36.6%
13,710
+3.5%
0.49%
+15.5%
Q3 2020$1,275,000
+0.9%
13,247
-1.4%
0.43%
+2.6%
Q2 2020$1,264,000
+19.6%
13,433
+14.4%
0.42%
-8.4%
Q1 2020$1,057,000
-36.3%
11,745
-6.6%
0.45%0.0%
Q4 2019$1,660,000
+13.9%
12,576
+1.9%
0.45%
+14.6%
Q3 2019$1,457,000
-12.8%
12,341
-17.3%
0.40%
-14.5%
Q2 2019$1,670,000
+36.2%
14,915
+22.9%
0.46%
-17.0%
Q1 2019$1,226,00012,1400.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders