Birchcreek Wealth Management, 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
Birchcreek Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,024,707
+4.0%
7,066
+4.3%
0.70%
+1.0%
Q2 2023$985,351
+25.8%
6,775
+12.7%
0.69%
+11.0%
Q1 2023$783,420
+6.3%
6,012
+9.4%
0.62%
-5.3%
Q4 2022$736,875
+31.4%
5,495
+2.4%
0.66%
+26.0%
Q3 2022$561,000
+6.9%
5,365
+15.2%
0.52%
+10.4%
Q2 2022$525,000
-23.1%
4,658
-7.0%
0.47%
-22.1%
Q1 2022$683,000
-9.8%
5,008
+4.7%
0.60%
-8.3%
Q4 2021$757,000
-2.9%
4,782
+0.4%
0.66%
-9.3%
Q3 2021$780,000
+6.3%
4,763
+0.9%
0.73%
+3.0%
Q2 2021$734,000
-14.6%
4,721
-16.4%
0.71%
-22.2%
Q1 2021$859,000
+21.5%
5,646
+1.3%
0.91%
+31.0%
Q4 2020$707,0005,5710.69%
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