Kowal Investment Group, LLC - 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
Kowal Investment Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,309,479
+2.7%
9,030
+3.0%
0.35%
+3.5%
Q2 2023$1,274,539
+13.1%
8,763
+1.3%
0.34%
+6.9%
Q1 2023$1,126,861
+12.3%
8,648
+15.6%
0.32%
+6.3%
Q4 2022$1,003,351
+30.3%
7,482
+1.5%
0.30%
+14.9%
Q3 2022$770,000
-0.4%
7,372
+7.4%
0.26%
+3.2%
Q2 2022$773,000
+2.9%
6,863
+24.5%
0.25%
+10.5%
Q1 2022$751,000
+4.3%
5,512
+21.1%
0.23%
+7.0%
Q4 2021$720,000
+2.1%
4,550
+5.7%
0.21%
-4.0%
Q3 2021$705,000
+3.4%
4,304
-1.9%
0.22%
-9.3%
Q2 2021$682,000
-5.0%
4,387
-7.0%
0.25%
-15.2%
Q1 2021$718,000
-0.6%
4,717
-8.3%
0.29%
-13.4%
Q4 2020$722,0005,1460.34%
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