Trinity Financial Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
Trinity Financial Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,257,844
+5.7%
22,465
+6.0%
1.73%
+4.7%
Q2 2023$3,082,238
+25.5%
21,193
+12.5%
1.66%
+10.3%
Q1 2023$2,455,474
-9.5%
18,843
-6.8%
1.50%
-15.8%
Q4 2022$2,712,535
+46.9%
20,228
+14.5%
1.78%
+33.3%
Q3 2022$1,846,000
+31.8%
17,669
+42.1%
1.34%
+29.7%
Q2 2022$1,401,000
-3.6%
12,438
+16.7%
1.03%
+13.5%
Q1 2022$1,453,000
-13.9%
10,661
+0.0%
0.91%
-8.8%
Q4 2021$1,687,000
-8.2%
10,656
-5.0%
1.00%
-18.9%
Q3 2021$1,837,000
-9.6%
11,221
-14.1%
1.23%
-13.7%
Q2 2021$2,033,000
-49.1%
13,069
-50.2%
1.42%
-53.9%
Q1 2021$3,994,000
+27.4%
26,236
+7.2%
3.09%
+8.8%
Q4 2020$3,134,00024,4712.84%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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