Powell Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Powell Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,052,410
-0.3%
7,2570.0%0.63%
+2.4%
Q2 2023$1,055,458
+11.6%
7,2570.0%0.62%
+17.3%
Q1 2023$945,660
+96.2%
7,257
+101.9%
0.53%
+87.9%
Q4 2022$481,955
+28.9%
3,594
+0.3%
0.28%
+14.3%
Q3 2022$374,000
-1.1%
3,582
+6.7%
0.24%
+7.0%
Q2 2022$378,000
-17.5%
3,3570.0%0.23%
-14.2%
Q1 2022$458,000
-12.3%
3,357
+1.9%
0.27%
-10.1%
Q4 2021$522,000
-3.2%
3,2950.0%0.30%
-10.8%
Q3 2021$539,000
+5.1%
3,2950.0%0.33%
+5.7%
Q2 2021$513,000
+2.2%
3,2950.0%0.32%
-4.0%
Q1 2021$502,000
+19.8%
3,2950.0%0.33%
+2.8%
Q4 2020$419,000
+32.2%
3,2950.0%0.32%
+17.3%
Q3 2020$317,000
+2.3%
3,2950.0%0.27%
-9.3%
Q2 2020$310,000
+4.4%
3,2950.0%0.30%
-16.7%
Q1 2020$297,000
-39.4%
3,295
-6.3%
0.36%
-29.5%
Q4 2019$490,0003,5150.51%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
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