Lebenthal Global Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Lebenthal Global Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$939,349
+7.0%
6,477
+7.3%
0.28%
+11.0%
Q2 2023$877,585
+37.4%
6,034
+23.1%
0.26%
+30.1%
Q1 2023$638,649
-0.7%
4,901
+2.2%
0.20%
-7.5%
Q4 2022$643,278
+48.6%
4,797
+15.6%
0.21%
+7.1%
Q3 2022$433,000
-31.2%
4,150
-25.8%
0.20%
-35.1%
Q2 2022$629,000
+4.5%
5,590
+26.5%
0.30%
+19.1%
Q1 2022$602,000
-38.4%
4,419
-28.5%
0.26%
-35.4%
Q4 2021$978,000
+34.7%
6,179
+39.2%
0.40%
-13.2%
Q3 2021$726,000
+62.4%
4,439
+54.1%
0.46%
+90.0%
Q2 2021$447,000
-18.6%
2,880
-20.2%
0.24%
-28.8%
Q1 2021$549,000
+48.8%
3,607
+24.2%
0.34%
+29.1%
Q4 2020$369,0002,9050.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders