AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$27,377,071
+9.0%
188,781
+9.3%
0.31%
+6.6%
Q2 2023$25,111,252
+13.7%
172,657
+1.8%
0.29%
+5.9%
Q1 2023$22,092,920
+9.0%
169,541
+12.2%
0.27%
+0.4%
Q4 2022$20,264,783
+33.8%
151,117
+4.3%
0.27%
+15.9%
Q3 2022$15,145,000
-1.7%
144,924
+5.9%
0.23%
+0.4%
Q2 2022$15,410,000
-14.5%
136,843
+3.5%
0.23%
-6.5%
Q1 2022$18,013,000
-9.3%
132,249
+5.4%
0.25%
-17.1%
Q4 2021$19,861,000
+3.2%
125,416
+6.7%
0.30%
-6.9%
Q3 2021$19,242,000
+14.7%
117,505
+9.0%
0.32%
+5.2%
Q2 2021$16,781,000
+21.5%
107,836
+18.9%
0.30%
+2.7%
Q1 2021$13,812,000
+43.5%
90,659
+19.7%
0.30%
+29.7%
Q4 2020$9,628,000
-36.0%
75,740
-51.5%
0.23%
-5.0%
Q3 2020$15,051,000
+111.9%
156,263
+106.7%
0.24%
+17.6%
Q2 2020$7,104,000
-12.4%
75,604
-16.0%
0.20%
-15.3%
Q1 2020$8,110,000
-28.4%
89,956
+10.7%
0.24%
-8.0%
Q4 2019$11,334,000
+49.6%
81,282
+26.4%
0.26%
-14.1%
Q3 2019$7,578,000
+11.0%
64,306
+5.3%
0.31%
+1.7%
Q2 2019$6,824,000
+27.9%
61,041
+15.8%
0.30%
+6.0%
Q1 2019$5,337,000
+18.3%
52,723
+14.3%
0.28%
-62.5%
Q4 2018$4,511,00046,1410.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders