Clearstead Advisors, 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
Clearstead Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$34,852,341
+107.2%
240,328
+107.8%
1.01%
-0.8%
Q2 2023$16,820,441
+28.9%
115,652
+15.5%
1.02%
+7.3%
Q1 2023$13,051,059
-1.4%
100,154
+1.5%
0.95%
-8.4%
Q4 2022$13,235,266
+27.9%
98,697
-0.3%
1.04%
+8.8%
Q3 2022$10,346,000
-9.0%
99,002
-1.9%
0.95%
+7.6%
Q2 2022$11,364,000
-14.6%
100,914
+3.3%
0.89%
-1.9%
Q1 2022$13,314,000
-8.9%
97,666
+5.9%
0.90%
-9.1%
Q4 2021$14,607,000
-55.1%
92,245
-53.6%
0.99%
-59.1%
Q3 2021$32,531,000
+5.4%
198,737
+0.1%
2.43%
+2.1%
Q2 2021$30,876,000
+1.9%
198,509
-0.2%
2.38%
-5.9%
Q1 2021$30,294,000
+22.8%
198,999
+2.5%
2.52%
+12.5%
Q4 2020$24,661,000
+35.0%
194,077
+2.3%
2.24%
+14.6%
Q3 2020$18,269,000
+4.8%
189,768
+2.4%
1.96%
-2.8%
Q2 2020$17,426,000
+6.2%
185,261
+1.7%
2.02%
-15.7%
Q1 2020$16,406,000
-35.7%
182,223
-0.5%
2.39%
-22.9%
Q4 2019$25,519,000
+18.5%
183,062
+0.1%
3.10%
+7.5%
Q3 2019$21,530,000
+5.6%
182,937
+0.3%
2.88%
+6.1%
Q2 2019$20,394,000
+13.2%
182,414
+2.5%
2.72%
+9.3%
Q1 2019$18,015,000
+3.7%
177,961
+0.0%
2.48%
-8.1%
Q4 2018$17,367,000
-13.3%
177,907
+0.2%
2.70%
-1.5%
Q3 2018$20,027,000
+9.3%
177,485
+1.0%
2.75%
+5.1%
Q2 2018$18,317,000
-5.3%
175,795
-0.1%
2.61%
-6.8%
Q1 2018$19,352,000
+3.3%
175,970
+0.5%
2.80%
+10.4%
Q4 2017$18,733,000
+12.8%
175,179
+0.8%
2.54%
+17.4%
Q3 2017$16,601,000
+2.6%
173,816
-1.9%
2.16%
-8.6%
Q2 2017$16,188,000
+8.2%
177,103
+4.0%
2.36%
+8.8%
Q1 2017$14,958,000
+196.7%
170,296
+191.5%
2.17%
+166.4%
Q4 2016$5,041,00058,4230.82%
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