OAK FAMILY 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
OAK FAMILY ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,429,665
+9.0%
16,754
+9.4%
1.15%
+8.8%
Q2 2023$2,228,286
+14.5%
15,321
+2.6%
1.06%
+10.0%
Q1 2023$1,945,398
-9.6%
14,929
-6.9%
0.96%
-16.7%
Q4 2022$2,151,121
+54.4%
16,041
+20.3%
1.15%
+54.5%
Q3 2022$1,393,000
+136.9%
13,333
+155.5%
0.74%
+151.7%
Q2 2022$588,000
-17.3%
5,219
+0.0%
0.30%
+6.5%
Q1 2022$711,000
-13.9%
5,217
+0.0%
0.28%
-10.0%
Q4 2021$826,000
+62.0%
5,216
+67.4%
0.31%
+66.1%
Q3 2021$510,000
+5.4%
3,115
+0.0%
0.19%
-7.9%
Q2 2021$484,000
+2.1%
3,114
+0.0%
0.20%
-1.9%
Q1 2021$474,000
+31.3%
3,113
+9.6%
0.21%
+10.2%
Q4 2020$361,0002,8400.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders