Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$247,650
-15.4%
1,707
-24.0%
0.14%
-19.9%
Q1 2023$292,873
+69.5%
2,247
+74.5%
0.18%
+50.4%
Q4 2022$172,776
-48.7%
1,288
-60.1%
0.12%
-50.0%
Q3 2022$337,000
-11.3%
3,228
+1.1%
0.23%
+3.1%
Q2 2022$380,000
-18.6%
3,193
-6.9%
0.23%
+4.6%
Q1 2022$467,000
-53.7%
3,428
-88.3%
0.22%
-50.5%
Q4 2021$1,008,000
+67.4%
29,424
+699.8%
0.44%
+100.9%
Q3 2021$602,000
+16.4%
3,679
+10.6%
0.22%
+16.0%
Q2 2021$517,000
-1.0%
3,326
-3.0%
0.19%
-7.4%
Q1 2021$522,000
+16.5%
3,430
-2.8%
0.20%
+8.0%
Q4 2020$448,000
+72.3%
3,528
+30.7%
0.19%
+39.3%
Q3 2020$260,000
+17.6%
2,700
+14.7%
0.14%
+9.8%
Q2 2020$221,000
+1741.7%
2,354
+1656.7%
0.12%
+720.0%
Q1 2020$12,000
-25.0%
1340.0%0.02%
+36.4%
Q3 2019$16,000
+6.7%
1340.0%0.01%
+10.0%
Q2 2019$15,000
+15.4%
1340.0%0.01%
+11.1%
Q1 2019$13,0000.0%1340.0%0.01%
-10.0%
Q4 2018$13,000
-51.9%
134
-43.2%
0.01%
-44.4%
Q3 2018$27,000
-15.6%
236
-22.4%
0.02%
-21.7%
Q2 2018$32,000
-5.9%
3040.0%0.02%
-8.0%
Q1 2018$34,0003040.02%
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