Lorne Steinberg Wealth Management Inc. - 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
Lorne Steinberg Wealth Management Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,687,539
-1.2%
39,219
-0.9%
2.19%
+1.0%
Q2 2023$5,756,369
+11.5%
39,579
-0.1%
2.17%
+5.0%
Q1 2023$5,164,707
+45.6%
39,634
+49.9%
2.06%
+35.5%
Q4 2022$3,546,140
+30.1%
26,444
+1.4%
1.52%
+15.1%
Q3 2022$2,725,000
+451.6%
26,075
+494.1%
1.32%
+470.3%
Q2 2022$494,000
-27.4%
4,389
-12.0%
0.23%
-26.1%
Q1 2022$680,000
-9.8%
4,989
+4.7%
0.31%
-3.1%
Q4 2021$754,000
-3.7%
4,764
-0.4%
0.32%
-14.5%
Q3 2021$783,000
+2.5%
4,785
-2.5%
0.38%
+1.1%
Q2 2021$764,000
+7.5%
4,910
+5.1%
0.38%
-0.3%
Q1 2021$711,000
+16.9%
4,670
-2.1%
0.38%
-0.5%
Q4 2020$608,0004,7700.38%
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