Lionsbridge Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Lionsbridge Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,076,919
-0.4%
7,426
-0.1%
1.02%
+5.7%
Q2 2023$1,080,910
+7.6%
7,432
-3.6%
0.97%
+4.2%
Q1 2023$1,004,429
-9.8%
7,708
-7.2%
0.93%
-14.6%
Q4 2022$1,113,566
+29.8%
8,304
+1.1%
1.08%
-11.7%
Q3 2022$858,000
-6.9%
8,215
+0.3%
1.23%
+15.3%
Q2 2022$922,000
-22.2%
8,189
-5.8%
1.07%
-22.3%
Q1 2022$1,185,000
-17.1%
8,696
-3.7%
1.37%
-10.6%
Q4 2021$1,429,000
-5.0%
9,029
-1.8%
1.54%
-5.5%
Q3 2021$1,505,000
+3.9%
9,195
-1.4%
1.62%
+5.0%
Q2 2021$1,449,000
-7.0%
9,321
-9.0%
1.55%
+1.8%
Q1 2021$1,558,000
+22.7%
10,238
+2.4%
1.52%
+10.7%
Q4 2020$1,270,000
+36.0%
10,002
+3.1%
1.37%
+22.2%
Q3 2020$934,000
+4.0%
9,703
+1.6%
1.12%
+11.1%
Q2 2020$898,000
+6.0%
9,549
+1.5%
1.01%
-0.2%
Q1 2020$847,000
-35.3%
9,408
-0.7%
1.01%
-17.1%
Q4 2019$1,310,0009,4731.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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