CVA Family Office, 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
CVA Family Office, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,520,693
+4.7%
10,486
+5.0%
0.35%
+13.8%
Q2 2023$1,452,183
+17.1%
9,985
+4.9%
0.30%
+10.1%
Q1 2023$1,240,182
+3.6%
9,517
+6.6%
0.28%
-4.5%
Q4 2022$1,197,332
+31.9%
8,929
+2.8%
0.29%
+17.9%
Q3 2022$908,000
+22.7%
8,685
+32.1%
0.25%
+22.4%
Q2 2022$740,000
-28.7%
6,573
-13.7%
0.20%
-19.0%
Q1 2022$1,038,000
-17.9%
7,614
-4.7%
0.25%
-21.3%
Q4 2021$1,265,000
+388.4%
7,988
+197.0%
0.32%
+68.4%
Q3 2021$259,000
-79.1%
2,690
-66.3%
0.19%
-47.0%
Q2 2021$1,242,000
+60.3%
7,986
+57.0%
0.35%
+20.1%
Q1 2021$775,000
+131.3%
5,088
+92.9%
0.29%
+42.7%
Q4 2020$335,000
+29.3%
2,637
-2.0%
0.21%
+10.2%
Q3 2020$259,000
+19.4%
2,690
+16.7%
0.19%
+5.1%
Q2 2020$217,000
+19.2%
2,305
+14.1%
0.18%
-3.8%
Q1 2020$182,000
-50.5%
2,020
-23.6%
0.18%
-45.4%
Q4 2019$368,0002,6430.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders