Lenox Wealth Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,829 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.

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
Lenox Wealth Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2020$231,000
+19.7%
2,456
+14.2%
0.07%
+7.6%
Q1 2020$193,000
-34.1%
2,150
+2.3%
0.07%
-19.5%
Q4 2019$293,000
-3.3%
2,102
-18.5%
0.08%
-6.8%
Q3 2019$303,000
+27.8%
2,578
+21.4%
0.09%
+23.9%
Q2 2019$237,000
+27.4%
2,124
+15.7%
0.07%
+22.4%
Q1 2019$186,000
+43.1%
1,835
+38.2%
0.06%
+31.8%
Q4 2018$130,000
-7.1%
1,328
+7.3%
0.04%
+4.8%
Q3 2018$140,000
+7.7%
1,238
-0.6%
0.04%0.0%
Q2 2018$130,000
-5.1%
1,245
-0.2%
0.04%
-4.5%
Q1 2018$137,000
-33.5%
1,248
-35.1%
0.04%
-30.2%
Q4 2017$206,000
+5.6%
1,923
-6.3%
0.06%
-6.0%
Q3 2017$195,000
+16.1%
2,052
+11.9%
0.07%
-1.5%
Q2 2017$168,000
-40.2%
1,833
-60.2%
0.07%
-70.3%
Q3 2015$281,000
-9.4%
4,604
+0.7%
0.23%0.0%
Q2 2015$310,000
+14.4%
4,573
+2.4%
0.23%
+21.2%
Q1 2015$271,000
-10.3%
4,467
-7.5%
0.19%
-4.1%
Q4 2014$302,000
+4.1%
4,830
+0.4%
0.20%0.0%
Q3 2014$290,000
+2.5%
4,812
-2.1%
0.20%
+1.0%
Q2 2014$283,000
-20.5%
4,915
-16.1%
0.20%
+6.6%
Q1 2014$356,000
+5.3%
5,856
+1.4%
0.18%
-18.3%
Q4 2013$338,0005,7740.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2015
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