Live Oak Private Wealth LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Live Oak Private Wealth LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,264,183
-0.6%
63,882
-0.4%
1.97%
+6.2%
Q2 2023$9,324,237
+12.0%
64,111
+0.3%
1.86%
+7.8%
Q1 2023$8,327,649
+3.5%
63,906
+6.5%
1.72%
+3.4%
Q4 2022$8,047,181
+30.2%
60,009
+1.5%
1.66%
+20.0%
Q3 2022$6,179,000
-4.2%
59,131
+3.3%
1.39%
+2.2%
Q2 2022$6,448,000
-13.2%
57,258
+5.0%
1.36%
-5.6%
Q1 2022$7,431,000
-4.8%
54,512
+10.6%
1.44%
-1.6%
Q4 2021$7,808,000
-2.6%
49,308
+0.7%
1.46%
-10.2%
Q3 2021$8,014,000
+20.5%
48,957
+14.5%
1.63%
+10.8%
Q2 2021$6,652,000
+5.3%
42,764
+3.1%
1.47%
-5.3%
Q1 2021$6,317,000
+25.7%
41,496
+4.9%
1.55%
+10.0%
Q4 2020$5,027,000
+38.0%
39,563
+4.6%
1.41%
+12.5%
Q3 2020$3,643,000
+5.1%
37,839
+2.7%
1.25%
-0.6%
Q2 2020$3,467,000
+367.9%
36,856
+347.7%
1.26%
+65.7%
Q1 2020$741,000
-26.6%
8,233
+13.6%
0.76%
-22.6%
Q4 2019$1,010,0007,2460.98%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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