CAPITAL ADVISORS INC/OK - 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
CAPITAL ADVISORS INC/OK ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$77,497,701
+3.8%
534,393
+4.1%
2.03%
+7.0%
Q2 2023$74,661,482
+24.9%
513,349
+11.9%
1.90%
+18.3%
Q1 2023$59,766,046
-0.8%
458,645
+2.1%
1.60%
-6.1%
Q4 2022$60,234,372
+40.2%
449,175
+16.3%
1.71%
+28.3%
Q3 2022$42,957,000
+22.2%
386,336
+23.8%
1.33%
+26.4%
Q2 2022$35,150,000
-11.6%
312,139
+7.0%
1.05%
-3.3%
Q1 2022$39,752,000
-12.5%
291,606
+1.7%
1.09%
-10.4%
Q4 2021$45,418,000
-0.3%
286,818
+3.0%
1.22%
-10.2%
Q3 2021$45,561,000
+7.5%
278,336
+2.2%
1.35%
+6.7%
Q2 2021$42,363,000
+7.7%
272,358
+5.4%
1.27%
-1.5%
Q1 2021$39,333,000
+14.6%
258,379
-4.3%
1.29%
+5.2%
Q4 2020$34,322,000
+38.2%
270,107
+4.7%
1.22%
+21.8%
Q3 2020$24,827,000
+0.5%
257,889
+1.6%
1.00%
-2.1%
Q2 2020$24,693,000
+35.1%
253,940
+25.1%
1.03%
+3.6%
Q1 2020$18,274,000
-18.6%
202,972
+26.0%
0.99%
+1.7%
Q4 2019$22,462,000
+49.7%
161,132
+20.1%
0.97%
+31.3%
Q3 2019$15,001,0000.0%134,1780.0%0.74%0.0%
Q2 2019$15,001,000
+94.5%
134,178
+76.1%
0.74%
-10.1%
Q1 2019$7,714,000
+445.9%
76,201
+396.8%
0.82%
+796.7%
Q4 2018$1,413,000
+25.6%
15,337
+53.8%
0.09%
+37.3%
Q3 2018$1,125,000
+4.9%
9,969
-3.1%
0.07%
+3.1%
Q2 2018$1,072,000
-6.8%
10,286
-1.6%
0.06%
-5.8%
Q1 2018$1,150,000
-73.1%
10,456
-73.8%
0.07%
-72.4%
Q4 2017$4,274,000
+14.6%
39,964
+2.4%
0.25%
+9.6%
Q3 2017$3,729,000
-3.0%
39,042
-7.2%
0.23%
-5.0%
Q2 2017$3,844,000
+261.3%
42,059
+247.3%
0.24%
+242.9%
Q1 2017$1,064,000
-5.8%
12,112
-7.4%
0.07%
-11.4%
Q4 2016$1,129,000
-99.7%
13,085
+93.6%
0.08%
+17.9%
Q3 2016$450,101,000
-1.3%
6,759
-7.9%
0.07%
-5.6%
Q2 2016$455,944,000
+12.2%
7,337
+7.0%
0.07%
+7.6%
Q1 2016$406,245,000
-21.5%
6,860
-12.4%
0.07%
-27.5%
Q4 2015$517,372,000
+21.0%
7,835
+11.8%
0.09%
+18.2%
Q3 2015$427,456,000
-13.5%
7,011
-3.9%
0.08%
-9.4%
Q2 2015$494,117,000
-25.3%
7,292
-33.2%
0.08%
+4.9%
Q1 2015$661,628,000
+54.9%
10,922
+60.1%
0.08%
+2.5%
Q4 2014$427,064,000
+44.2%
6,824
+38.8%
0.08%
+29.5%
Q3 2014$296,169,000
+7.5%
4,916
+2.8%
0.06%
+15.1%
Q2 2014$275,617,000
-49.1%
4,783
-46.3%
0.05%
-54.7%
Q1 2014$540,987,000
-1.6%
8,911
-5.2%
0.12%
-3.3%
Q4 2013$549,770,000
+15.4%
9,401
+2.0%
0.12%
+6.1%
Q3 2013$476,375,000
-34.9%
9,216
-33.5%
0.11%
-42.1%
Q2 2013$731,458,00013,8560.20%
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