Laidlaw 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
Laidlaw Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,892,404
-52.3%
19,945
-52.1%
0.96%
-19.4%
Q2 2023$6,062,072
+22.7%
41,681
+10.0%
1.19%
+17.7%
Q1 2023$4,938,638
+9.2%
37,899
+12.4%
1.01%
+3.9%
Q4 2022$4,521,660
+30.8%
33,719
+1.9%
0.97%
+20.0%
Q3 2022$3,457,000
-6.8%
33,085
+0.4%
0.81%
+6.9%
Q2 2022$3,710,000
-11.6%
32,949
+7.0%
0.76%
+7.8%
Q1 2022$4,199,000
-16.8%
30,801
-3.4%
0.70%
-13.1%
Q4 2021$5,047,000
+9.4%
31,870
+13.1%
0.81%
-31.8%
Q3 2021$4,613,000
+16.9%
28,179
+11.1%
1.18%
+16.3%
Q2 2021$3,945,000
+2.7%
25,361
+0.5%
1.02%
-22.5%
Q1 2021$3,842,000
+10.5%
25,239
-7.7%
1.31%
+79.4%
Q4 2020$3,476,000
+141.9%
27,358
+83.2%
0.73%
+14.7%
Q3 2020$1,437,000
+2.3%
14,930
-0.1%
0.64%
-13.1%
Q2 2020$1,405,000
+13.3%
14,942
+8.5%
0.73%
-9.6%
Q1 2020$1,240,000
-33.3%
13,774
+3.2%
0.81%
-31.0%
Q4 2019$1,860,00013,3451.18%
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