IEQ CAPITAL, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
IEQ CAPITAL, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$33,760,287
+1.4%
232,798
+1.7%
0.69%
+2.2%
Q2 2023$33,295,136
+16.7%
228,927
+4.6%
0.67%
+1.5%
Q1 2023$28,530,549
-0.5%
218,943
+2.4%
0.66%
-17.6%
Q4 2022$28,675,865
+34.6%
213,839
+4.9%
0.80%
+37.3%
Q3 2022$21,308,000
+10.4%
203,905
+18.9%
0.58%0.0%
Q2 2022$19,308,000
-20.1%
171,466
-3.3%
0.58%
+1.6%
Q1 2022$24,165,000
-16.1%
177,273
-2.5%
0.58%
-13.5%
Q4 2021$28,805,000
-1.3%
181,911
+2.1%
0.67%
-14.1%
Q3 2021$29,175,000
+9.7%
178,230
+4.2%
0.78%
-0.9%
Q2 2021$26,600,000
+13.4%
171,017
+11.0%
0.78%
-19.3%
Q1 2021$23,448,000
+27.8%
154,032
+6.7%
0.97%
+18.8%
Q4 2020$18,352,000
+45.2%
144,426
+10.0%
0.82%
+20.0%
Q3 2020$12,643,000
+3.4%
131,332
+1.1%
0.68%
-14.2%
Q2 2020$12,222,000
-7.1%
129,945
-11.1%
0.79%
-24.9%
Q1 2020$13,153,000
-6.6%
146,094
+44.6%
1.06%
-14.5%
Q4 2019$14,084,000101,0311.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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