LifeSteps Financial, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
LifeSteps Financial, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,472,815
-0.2%
10,156
+0.1%
1.50%
+2.7%
Q2 2023$1,475,474
+11.7%
10,145
+0.1%
1.46%
+4.1%
Q1 2023$1,320,409
-8.5%
10,133
-5.8%
1.40%
-6.8%
Q4 2022$1,442,956
+33.4%
10,760
+3.9%
1.50%
+23.3%
Q3 2022$1,082,000
+19.3%
10,359
+28.6%
1.22%
+28.9%
Q2 2022$907,000
-22.8%
8,053
-6.5%
0.95%
+8.9%
Q1 2022$1,175,000
-18.6%
8,617
-5.5%
0.87%
-14.9%
Q4 2021$1,443,000
-40.2%
9,115
-38.1%
1.02%
-44.7%
Q3 2021$2,412,000
+5.8%
14,736
+0.6%
1.84%
+5.4%
Q2 2021$2,279,000
+6.9%
14,653
+4.7%
1.75%
-1.6%
Q1 2021$2,131,000
+31.5%
13,996
+9.8%
1.78%
+19.7%
Q4 2020$1,620,000
+29.9%
12,748
-1.6%
1.49%
+12.9%
Q3 2020$1,247,000
+4.9%
12,958
+2.5%
1.32%
-4.2%
Q2 2020$1,189,000
+19.7%
12,643
+14.7%
1.37%
+20.1%
Q1 2020$993,000
-35.2%
11,027
+0.3%
1.14%
-21.0%
Q4 2019$1,533,00010,9941.45%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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