Source Financial Advisors 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
Source Financial Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,255,384
-4.2%
29,343
-3.9%
1.44%
-1.6%
Q2 2023$4,441,189
-5.9%
30,536
-15.7%
1.46%
-7.8%
Q1 2023$4,721,246
-11.3%
36,231
-8.7%
1.58%
-20.9%
Q4 2022$5,321,550
+34.6%
39,683
+4.9%
2.00%
+27.7%
Q3 2022$3,954,000
-7.6%
37,834
-0.4%
1.57%
-6.6%
Q2 2022$4,277,000
-17.0%
37,973
+0.5%
1.68%
+10.6%
Q1 2022$5,150,000
-8.4%
37,781
+6.4%
1.52%
-0.1%
Q4 2021$5,625,000
-6.6%
35,521
-3.5%
1.52%
-2.9%
Q3 2021$6,023,000
-10.4%
36,797
-14.9%
1.56%
-9.7%
Q2 2021$6,722,000
+2.0%
43,217
-0.1%
1.73%
-1.5%
Q1 2021$6,587,000
+10.9%
43,268
-7.4%
1.76%
+9.5%
Q4 2020$5,938,00046,7271.60%
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