OXFORD FINANCIAL GROUP, LTD. LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$9,394,019
+5.5%
46,445
+4.5%
0.62%
+0.3%
Q1 2024$8,902,747
+18.2%
44,447
+0.4%
0.62%
+11.8%
Q4 2023$7,531,316
+15.6%
44,276
-1.4%
0.55%
-1.8%
Q3 2023$6,512,270
-5.3%
44,906
-5.0%
0.56%
-13.9%
Q2 2023$6,873,452
+35.3%
47,260
+21.3%
0.65%
+14.7%
Q1 2023$5,078,500
-2.5%
38,972
+0.3%
0.57%
-6.1%
Q4 2022$5,210,676
+24.4%
38,857
-3.0%
0.61%
-3.7%
Q3 2022$4,188,000
-6.4%
40,078
+0.9%
0.63%
-4.5%
Q2 2022$4,473,000
-18.6%
39,725
-1.4%
0.66%
-5.3%
Q1 2022$5,492,000
-13.5%
40,288
+0.5%
0.70%
-2.2%
Q4 2021$6,349,000
-3.0%
40,098
+0.3%
0.71%
-14.5%
Q3 2021$6,542,000
+4.2%
39,966
-1.0%
0.83%
-1.0%
Q2 2021$6,277,000
+3.7%
40,355
+1.5%
0.84%
+0.2%
Q1 2021$6,055,000
+18.8%
39,776
-0.8%
0.84%
+13.8%
Q4 2020$5,097,000
+38.4%
40,109
+4.9%
0.74%
+24.2%
Q3 2020$3,682,000
+5.6%
38,245
+3.1%
0.59%
+0.3%
Q2 2020$3,488,000
-4.8%
37,086
-8.9%
0.59%
-19.1%
Q1 2020$3,664,00040,6950.73%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
FreeGulliver LLC 190,908$32,473,45143.11%
Guidance Point Advisors, LLC 400,991$68,209,72925.23%
Global Frontier Investments LLC 379,000$64,46822.15%
Courant Investment Management LLC 114,592$19,492,09918.94%
Exane Asset Management 126,800$21,568,68018.31%
SEARLE & CO. 261,980$44,562,79812.19%
Gemsstock Ltd. 168,100$28,593,81010.61%
Unisphere Establishment 5,600,000$952,560,0009.85%
CINCINNATI CASUALTY CO 93,000$15,819,3009.28%
Paralel Advisors LLC 1,028,000$174,862,8008.95%
View complete list of JPMORGAN CHASE & CO shareholders