Smith Salley Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Smith Salley Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$32,067,775
+2.6%
221,128
+2.9%
2.38%
+3.2%
Q2 2023$31,252,331
+12.1%
214,882
+0.4%
2.31%
+4.0%
Q1 2023$27,887,112
+0.0%
214,007
+2.9%
2.22%
-7.0%
Q4 2022$27,877,371
+28.6%
207,886
+0.2%
2.38%
+18.3%
Q3 2022$21,672,000
-7.7%
207,392
-0.5%
2.02%
-0.8%
Q2 2022$23,484,000
-13.1%
208,536
+5.2%
2.03%
-0.4%
Q1 2022$27,015,000
-13.1%
198,175
+0.9%
2.04%
-7.4%
Q4 2021$31,100,000
-3.9%
196,399
-0.7%
2.20%
-13.5%
Q3 2021$32,376,000
+6.9%
197,788
+1.6%
2.55%
+4.0%
Q2 2021$30,280,000
+3.5%
194,678
+1.3%
2.45%
-6.6%
Q1 2021$29,249,000
+23.5%
192,138
+3.1%
2.62%
+9.4%
Q4 2020$23,682,000
+36.3%
186,369
+3.3%
2.40%
+14.2%
Q3 2020$17,373,000
+2.7%
180,466
+0.3%
2.10%
-7.0%
Q2 2020$16,917,000
+8.7%
179,852
+4.0%
2.26%
-12.8%
Q1 2020$15,569,000
-35.3%
172,932
+0.2%
2.59%
-18.3%
Q4 2019$24,055,000
+18.3%
172,561
-0.2%
3.17%
+9.7%
Q3 2019$20,341,000
+9.9%
172,838
+4.4%
2.89%
+3.6%
Q2 2019$18,512,000
+12.5%
165,583
+1.8%
2.79%
+5.3%
Q1 2019$16,461,000
+8.7%
162,615
+4.8%
2.65%
-4.9%
Q4 2018$15,143,000
-11.7%
155,130
+2.1%
2.79%
+3.1%
Q3 2018$17,140,000
+9.1%
151,893
+0.8%
2.70%
+0.6%
Q2 2018$15,705,000
-2.8%
150,722
+2.6%
2.69%
-7.1%
Q1 2018$16,157,000
+11.5%
146,927
+8.4%
2.90%
+11.6%
Q4 2017$14,497,000
+13.7%
135,568
+1.5%
2.60%
+6.3%
Q3 2017$12,754,000
+7.0%
133,527
+2.4%
2.44%
+1.9%
Q2 2017$11,917,000
+5.4%
130,385
+1.3%
2.40%
+3.3%
Q1 2017$11,311,000
+0.9%
128,767
-0.9%
2.32%
-0.6%
Q4 2016$11,207,000
+34.1%
129,887
+3.5%
2.33%
+25.9%
Q3 2016$8,358,000
+13.4%
125,518
+5.8%
1.85%
+7.9%
Q2 2016$7,371,000
+13.9%
118,623
+8.5%
1.72%
+5.9%
Q1 2016$6,473,000
-5.0%
109,321
+5.9%
1.62%
-4.5%
Q4 2015$6,815,000
+9.9%
103,205
+1.5%
1.70%
+1.5%
Q3 2015$6,202,000
-5.8%
101,727
+4.7%
1.67%
-0.1%
Q2 2015$6,584,000
+17.2%
97,162
+4.8%
1.68%
+17.1%
Q1 2015$5,617,000
-24.2%
92,731
-21.7%
1.43%
-25.5%
Q4 2014$7,407,000
+13.5%
118,363
+9.3%
1.92%
+11.0%
Q3 2014$6,526,000
+17.1%
108,332
+12.0%
1.73%
+16.4%
Q2 2014$5,572,000
+31.0%
96,709
+38.1%
1.49%
-44.0%
Q1 2014$4,252,000
+7.4%
70,043
+3.4%
2.66%
+2.9%
Q4 2013$3,960,000
+13.8%
67,711
+0.6%
2.58%
-7.8%
Q3 2013$3,480,000
-0.3%
67,318
+1.8%
2.80%
-0.1%
Q2 2013$3,490,00066,1012.81%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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