Prudent Man Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Prudent Man Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,911,277
+115015.7%
20,075
+15.5%
1.16%
+21.5%
Q2 2023$2,529
+9.0%
17,388
-2.4%
0.95%
+4.9%
Q1 2023$2,321
+25.4%
17,811
+29.0%
0.91%
+21.3%
Q4 2022$1,851
-99.9%
13,803
+14.9%
0.75%
+25.9%
Q3 2022$1,255,000
-5.3%
12,009
+2.0%
0.59%
-3.9%
Q2 2022$1,325,000
-18.4%
11,768
-1.2%
0.62%
-6.1%
Q1 2022$1,623,000
+59.0%
11,908
+84.7%
0.66%
+69.2%
Q4 2021$1,021,000
-16.6%
6,446
-13.8%
0.39%
-16.0%
Q3 2021$1,224,000
+5.3%
7,479
+0.1%
0.46%
+3.3%
Q2 2021$1,162,000
+1.8%
7,472
-0.3%
0.45%
-6.5%
Q1 2021$1,141,000
+24.6%
7,496
+4.0%
0.48%
+24.7%
Q4 2020$916,000
+26.3%
7,210
-4.2%
0.38%0.0%
Q3 2020$725,000
+6.0%
7,528
+3.5%
0.38%
-36.7%
Q2 2020$684,0007,2730.61%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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