IMA Wealth, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
IMA Wealth, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,918,151
-2.1%
27,018
-1.8%
1.01%
-1.5%
Q2 2023$4,003,091
+11.5%
27,524
-0.1%
1.03%
+11.0%
Q1 2023$3,588,868
+10.7%
27,541
+13.9%
0.93%
+7.9%
Q4 2022$3,242,404
-11.1%
24,179
-30.7%
0.86%
-12.4%
Q3 2022$3,646,000
-12.7%
34,889
-5.9%
0.98%
-4.2%
Q2 2022$4,177,000
-7.6%
37,096
+11.9%
1.02%
-1.4%
Q1 2022$4,520,000
+10.4%
33,154
+28.2%
1.04%
+14.7%
Q4 2021$4,094,000
+0.7%
25,856
+4.1%
0.90%
-5.9%
Q3 2021$4,067,000
+8.5%
24,848
+3.1%
0.96%
+9.7%
Q2 2021$3,750,000
+22.1%
24,112
+19.6%
0.88%
+16.5%
Q1 2021$3,070,000
-9.5%
20,167
-24.4%
0.75%
-20.9%
Q4 2020$3,391,000
+99.5%
26,684
+51.1%
0.95%
+66.8%
Q3 2020$1,700,000
-18.1%
17,658
-20.0%
0.57%
-24.1%
Q2 2020$2,076,000
+4.6%
22,070
+0.2%
0.75%
-14.0%
Q1 2020$1,984,000
-55.9%
22,033
-31.8%
0.87%
-47.7%
Q4 2019$4,500,000
-0.5%
32,284
-16.0%
1.67%
-2.2%
Q3 2019$4,523,000
+10.5%
38,434
+4.9%
1.71%
+11.6%
Q2 2019$4,095,000
+14.8%
36,626
+3.9%
1.53%
+10.5%
Q1 2019$3,568,000
+27.6%
35,246
+23.0%
1.38%
+6.1%
Q4 2018$2,797,000
-17.8%
28,652
-5.0%
1.30%
-2.0%
Q3 2018$3,404,000
+35.6%
30,164
+25.2%
1.33%
+27.2%
Q2 2018$2,511,000
-5.4%
24,099
-0.2%
1.05%
-11.5%
Q1 2018$2,655,000
+11.4%
24,141
+8.3%
1.18%
+10.9%
Q4 2017$2,383,000
+30.0%
22,287
+16.1%
1.07%
+25.4%
Q3 2017$1,833,000
+14.1%
19,191
+9.2%
0.85%
+10.0%
Q2 2017$1,607,000
-9.1%
17,577
-12.6%
0.77%
-13.0%
Q1 2017$1,767,000
+17.1%
20,113
+15.0%
0.89%
-4.4%
Q4 2016$1,509,000
+10.6%
17,482
-14.7%
0.93%
+19.2%
Q3 2016$1,364,000
+8.7%
20,484
+1.4%
0.78%
-0.9%
Q2 2016$1,255,000
+3.9%
20,204
-3.1%
0.79%
+12.3%
Q1 2016$1,208,000
-10.6%
20,854
-0.2%
0.70%
-14.5%
Q4 2015$1,351,000
+10.4%
20,904
+1.9%
0.82%
+5.7%
Q3 2015$1,224,000
-14.8%
20,524
-3.3%
0.78%
+13.5%
Q2 2015$1,437,000
+5.6%
21,214
-5.6%
0.68%
+3.3%
Q1 2015$1,361,000
-2.3%
22,474
+1.0%
0.66%
-8.1%
Q4 2014$1,393,000
+1.4%
22,259
-2.4%
0.72%
+10.9%
Q3 2014$1,374,000
+3.6%
22,804
-0.9%
0.65%
+6.9%
Q2 2014$1,326,000
-7.2%
23,014
-2.3%
0.61%
-9.1%
Q1 2014$1,429,000
-2.1%
23,544
-5.7%
0.67%
-3.7%
Q4 2013$1,460,000
+11.7%
24,964
-1.3%
0.69%
+8.3%
Q3 2013$1,307,000
+2.7%
25,294
+4.9%
0.64%
-7.2%
Q2 2013$1,273,00024,1140.69%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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