Disciplined Investments, 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
Disciplined Investments, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$635,402
-0.9%
4,381
-0.6%
0.39%
+12.8%
Q2 2023$641,232
-50.4%
4,409
-55.5%
0.34%
-36.9%
Q1 2023$1,291,913
+2.2%
9,914
+5.2%
0.54%
-12.0%
Q4 2022$1,264,359
+19.1%
9,428
-7.2%
0.62%
+26.6%
Q3 2022$1,062,000
+28.7%
10,158
+38.7%
0.49%
+30.8%
Q2 2022$825,000
+45.2%
7,322
+76.0%
0.37%
+218.8%
Q1 2022$568,000
+80.3%
4,160
+108.9%
0.12%
-15.8%
Q4 2021$315,000
+25.0%
1,991
+29.5%
0.14%
+13.9%
Q3 2021$252,000
+5.4%
1,5380.0%0.12%
-0.8%
Q2 2021$239,000
+2.1%
1,5380.0%0.12%
-10.9%
Q1 2021$234,000
+55.0%
1,538
+29.2%
0.14%
+36.6%
Q4 2020$151,000
+11.0%
1,190
-15.9%
0.10%
+1.0%
Q3 2020$136,000
-21.4%
1,415
-23.2%
0.10%
-25.9%
Q2 2020$173,000
-5.5%
1,843
-9.2%
0.14%
-22.4%
Q1 2020$183,000
-6.2%
2,030
+44.8%
0.17%
+6.1%
Q4 2019$195,0001,4020.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders