VALLEY FORGE INVESTMENT CONSULTANTS INC ADV - 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
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$81,646
-0.3%
5630.0%0.04%
-7.5%
Q2 2023$81,883
+11.6%
5630.0%0.04%
+5.3%
Q1 2023$73,365
-2.8%
5630.0%0.04%
-5.0%
Q4 2022$75,498
+28.0%
5630.0%0.04%
+25.0%
Q3 2022$59,000
-6.3%
5630.0%0.03%
+3.2%
Q2 2022$63,000
-19.2%
563
-1.7%
0.03%
-3.1%
Q1 2022$78,000
-32.8%
573
-22.0%
0.03%
-37.3%
Q4 2021$116,000
+26.1%
735
+31.0%
0.05%
+4.1%
Q3 2021$92,000
+31.4%
561
+24.9%
0.05%
+28.9%
Q2 2021$70,000
+1.4%
449
-0.4%
0.04%
-19.1%
Q1 2021$69,000
+43.8%
451
+20.6%
0.05%
+11.9%
Q4 2020$48,0003740.04%
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