Wealth Quarterback LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Wealth Quarterback LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$303,403
+1.6%
2,092
+1.9%
0.26%
+26.6%
Q2 2023$298,706
+5.7%
2,054
-5.3%
0.21%
-13.8%
Q1 2023$282,631
-6.9%
2,169
-4.2%
0.24%
-4.8%
Q4 2022$303,665
+23.9%
2,264
-3.3%
0.25%
-3.4%
Q3 2022$245,000
-4.3%
2,342
+3.0%
0.26%
+30.5%
Q2 2022$256,000
-24.0%
2,273
-85.9%
0.20%
-10.7%
Q3 2021$337,000
+0.6%
16,131
+649.2%
0.22%
+9.8%
Q2 2021$335,000
+11.3%
2,153
-9.2%
0.20%
-18.4%
Q4 2020$301,000
-29.5%
2,370
-47.8%
0.25%
-36.2%
Q3 2020$427,0000.0%4,5420.0%0.39%0.0%
Q2 2020$427,000
-99.9%
4,542
-9.1%
0.39%
-5.1%
Q1 2020$449,738,000
-33.7%
4,995
-87.5%
0.41%
-29.9%
Q4 2019$678,308,000
+233799.3%
39,811
+1770.8%
0.59%
+263.6%
Q1 1987$290,0002,1280.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
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