Continuum Advisory, 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
Continuum Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,660,835
+1.0%
51,611
+0.6%
0.59%
+1.9%
Q2 2023$3,624,021
+12.9%
51,285
+0.6%
0.58%
+5.7%
Q1 2023$3,210,993
-4.5%
50,987
-0.9%
0.54%
-10.2%
Q4 2022$3,362,391
+35.6%
51,426
+2.8%
0.61%
+38.9%
Q3 2022$2,480,000
-7.0%
50,030
+0.1%
0.44%
-9.9%
Q2 2022$2,666,000
+29.3%
49,986
+14.6%
0.48%
+24.0%
Q1 2022$2,062,000
+7.5%
43,602
+13.3%
0.39%
-9.3%
Q4 2021$1,918,000
+0.4%
38,495
+1.1%
0.43%
-15.8%
Q3 2021$1,911,000
+9.2%
38,063
+238.4%
0.51%
-5.9%
Q2 2021$1,750,000
+88.2%
11,248
+84.0%
0.54%
+40.6%
Q1 2021$930,000
+11.5%
6,113
-6.9%
0.39%
+2.1%
Q4 2020$834,000
+37.4%
6,566
+5.0%
0.38%
+14.2%
Q3 2020$607,000
+22.4%
6,256
+17.6%
0.33%
+6.8%
Q2 2020$496,000
+4.9%
5,321
-5.2%
0.31%
-2.5%
Q1 2020$473,000
-31.1%
5,611
+13.8%
0.32%
-20.1%
Q4 2019$687,000
+24.2%
4,930
+3.1%
0.40%
+7.8%
Q3 2019$553,000
+11.7%
4,784
+9.8%
0.37%
+8.8%
Q2 2019$495,000
+12.8%
4,356
+3.8%
0.34%
+3.7%
Q1 2019$439,000
+3.8%
4,195
-3.1%
0.33%
+5.5%
Q4 2018$423,000
-11.1%
4,330
+3.2%
0.31%
-1.9%
Q3 2018$476,000
+119.4%
4,197
+101.2%
0.32%
+99.4%
Q2 2018$217,000
-16.5%
2,086
-11.7%
0.16%
-27.1%
Q1 2018$260,000
-47.8%
2,363
-49.3%
0.22%
-42.9%
Q4 2017$498,000
+17.5%
4,658
+4.9%
0.38%
+2.7%
Q3 2017$424,000
+26.6%
4,439
+21.2%
0.37%
+12.0%
Q2 2017$335,000
+37.3%
3,663
+32.1%
0.33%
+13.3%
Q1 2017$244,0002,7730.29%
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