EVERMAY WEALTH MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
EVERMAY WEALTH MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,216,644
-1.1%
22,181
-0.8%
0.66%
+5.0%
Q2 2023$3,251,266
+10.3%
22,355
-1.2%
0.63%
+5.2%
Q1 2023$2,947,963
-6.0%
22,623
-3.2%
0.60%
-6.7%
Q4 2022$3,135,082
+30.7%
23,379
+1.8%
0.64%
+33.8%
Q3 2022$2,399,000
-6.4%
22,955
+0.9%
0.48%
-4.2%
Q2 2022$2,563,000
-18.0%
22,761
-0.8%
0.50%
-5.0%
Q1 2022$3,127,000
-15.8%
22,936
-2.2%
0.52%
-21.0%
Q4 2021$3,713,000
-3.8%
23,447
-0.6%
0.66%
-11.4%
Q3 2021$3,861,000
+0.8%
23,585
-4.2%
0.75%
+5.5%
Q2 2021$3,830,000
+1.1%
24,621
-1.0%
0.71%
-6.3%
Q1 2021$3,787,000
+16.9%
24,879
-2.4%
0.76%
+6.0%
Q4 2020$3,239,000
+25.1%
25,492
-5.2%
0.71%
+12.3%
Q3 2020$2,589,000
+2.4%
26,896
+0.1%
0.64%
-4.4%
Q2 2020$2,528,000
+8.3%
26,878
+3.7%
0.66%
-6.1%
Q1 2020$2,334,000
-32.7%
25,921
+4.2%
0.71%
-17.0%
Q4 2019$3,468,000
+36.1%
24,875
+14.9%
0.85%
+22.7%
Q3 2019$2,548,000
+6.5%
21,654
+1.2%
0.70%
+4.7%
Q2 2019$2,392,000
+11.3%
21,393
+0.8%
0.66%
+9.2%
Q1 2019$2,149,000
+6.5%
21,231
+2.7%
0.61%
-6.9%
Q4 2018$2,018,000
-19.1%
20,670
-6.5%
0.65%
-16.2%
Q3 2018$2,495,000
+6.5%
22,109
-1.6%
0.78%
-0.1%
Q2 2018$2,342,000
-1.4%
22,474
+4.1%
0.78%
-4.8%
Q1 2018$2,375,000
+6.2%
21,599
+3.2%
0.82%0.0%
Q4 2017$2,237,000
+63.4%
20,923
+45.9%
0.82%
+37.9%
Q3 2017$1,369,000
+6.5%
14,336
+1.9%
0.59%
+4.2%
Q2 2017$1,286,000
+4.1%
14,066
+0.0%
0.57%
+3.1%
Q1 2017$1,235,000
+28.9%
14,065
+26.7%
0.55%
+17.9%
Q4 2016$958,000
+29.6%
11,105
+0.0%
0.47%
+26.1%
Q3 2016$739,000
+7.3%
11,104
+0.2%
0.37%
+3.3%
Q2 2016$689,000
-12.5%
11,082
-16.6%
0.36%
-18.4%
Q1 2016$787,000
-15.8%
13,286
-6.2%
0.44%
-20.0%
Q4 2015$935,000
-2.1%
14,158
-9.6%
0.55%
-3.7%
Q3 2015$955,000
-7.1%
15,659
+3.3%
0.57%
-6.4%
Q2 2015$1,028,000
+9.9%
15,166
-1.7%
0.61%
+10.5%
Q1 2015$935,000
+14.7%
15,431
+18.5%
0.55%
+4.5%
Q4 2014$815,000
+6.8%
13,025
+2.8%
0.53%
-19.2%
Q3 2014$763,000
+4.1%
12,671
-0.3%
0.66%
+3.3%
Q2 2014$733,000
+29.5%
12,714
+36.4%
0.63%
+5.1%
Q1 2014$566,000
+50.1%
9,323
+44.7%
0.60%
+15.1%
Q4 2013$377,0006,4410.52%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders