CALTON & ASSOCIATES, 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
CALTON & ASSOCIATES, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$270,132
-82.4%
1,863
-82.3%
0.40%
-44.8%
Q2 2023$1,534,247
+37.9%
10,549
+23.6%
0.72%
+38.6%
Q1 2023$1,112,282
-11.3%
8,536
-8.7%
0.52%
+6.4%
Q4 2022$1,253,930
+86.9%
9,351
+45.5%
0.48%
+26.3%
Q3 2022$671,000
-20.4%
6,428
-14.2%
0.38%
-18.1%
Q2 2022$843,000
-35.4%
7,491
-48.5%
0.47%
+21.2%
Q1 2022$1,304,000
-28.5%
14,532
-11.9%
0.39%
-20.5%
Q4 2021$1,825,000
-12.4%
16,494
-6.8%
0.49%
+6.8%
Q3 2021$2,084,000
+10.3%
17,698
+46.1%
0.46%
+27.0%
Q2 2021$1,890,000
-15.4%
12,115
-38.3%
0.36%
-17.5%
Q1 2021$2,233,000
+0.7%
19,633
+12.5%
0.44%
+9.8%
Q4 2020$2,217,000
+18.7%
17,449
-28.3%
0.40%
+3.4%
Q3 2020$1,867,000
+1.7%
24,332
+24.7%
0.38%
-4.2%
Q2 2020$1,835,000
+8.3%
19,510
-17.9%
0.40%
-4.8%
Q1 2020$1,695,000
-27.8%
23,770
+9.0%
0.42%
-11.0%
Q4 2019$2,348,000
+11.7%
21,805
-4.4%
0.47%
+1.1%
Q3 2019$2,102,000
+16.4%
22,816
+8.1%
0.47%
-8.4%
Q2 2019$1,806,000
+10.8%
21,103
+31.0%
0.51%
+2.8%
Q1 2019$1,630,000
+9.4%
16,104
+5.5%
0.50%
-9.5%
Q4 2018$1,490,000
-21.9%
15,265
-9.7%
0.55%
-2.3%
Q3 2018$1,907,000
-7.8%
16,899
-3.8%
0.56%
-6.8%
Q2 2018$2,069,000
-34.0%
17,562
-38.4%
0.60%
-33.6%
Q1 2018$3,135,000
-3.7%
28,508
+0.0%
0.91%
+10.7%
Q4 2017$3,254,00028,5000.82%
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