First Trust Direct Indexing L.P. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
First Trust Direct Indexing L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,055,606
+3.2%
62,444
+3.5%
1.04%
+5.9%
Q2 2023$8,776,604
+16.1%
60,345
+4.1%
0.98%
+8.9%
Q1 2023$7,557,140
+1.4%
57,994
+4.3%
0.90%
-9.3%
Q4 2022$7,453,352
+37.8%
55,581
+7.4%
0.99%
+25.2%
Q3 2022$5,410,000
-11.1%
51,769
-4.2%
0.79%
-6.8%
Q2 2022$6,085,000
-9.3%
54,032
+9.8%
0.85%
+4.0%
Q1 2022$6,706,000
-6.8%
49,196
+8.2%
0.82%
-12.6%
Q4 2021$7,199,000
-4.4%
45,463
-1.2%
0.93%
-12.8%
Q3 2021$7,530,000
+12.4%
46,004
+6.8%
1.07%
+6.9%
Q2 2021$6,702,000
+38.6%
43,086
+35.6%
1.00%
-22.3%
Q1 2021$4,836,000
+27.3%
31,771
+6.3%
1.29%
+25.9%
Q4 2020$3,798,00029,8861.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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