Institute for Wealth Management, LLC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Institute for Wealth Management, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,383,748
-2.0%
16,437
-1.8%
0.43%
+4.9%
Q2 2023$2,433,491
+11.5%
16,732
-0.1%
0.41%
-1.7%
Q1 2023$2,182,248
-1.0%
16,747
+1.9%
0.42%
-9.9%
Q4 2022$2,204,112
+17.6%
16,436
-8.4%
0.46%
+10.0%
Q3 2022$1,875,000
-26.9%
17,941
-21.3%
0.42%
-16.5%
Q2 2022$2,566,000
-13.4%
22,789
+4.9%
0.50%
+5.2%
Q1 2022$2,962,000
+13.8%
21,727
+32.2%
0.48%
+13.0%
Q4 2021$2,602,000
-3.5%
16,430
-0.2%
0.42%
-10.4%
Q3 2021$2,696,000
+8.3%
16,471
+2.9%
0.47%
+8.2%
Q2 2021$2,489,000
+4.3%
16,002
+2.1%
0.44%
-3.7%
Q1 2021$2,387,000
+14.0%
15,677
-4.9%
0.45%
+9.1%
Q4 2020$2,094,000
+34.2%
16,481
+1.7%
0.42%
+16.9%
Q3 2020$1,560,000
-7.1%
16,205
-9.2%
0.36%
-13.4%
Q2 2020$1,679,000
+3.8%
17,853
-0.6%
0.41%
-17.6%
Q1 2020$1,617,000
-47.3%
17,959
-18.4%
0.50%
-28.0%
Q4 2019$3,069,000
+17.6%
22,017
-0.7%
0.69%
+5.3%
Q3 2019$2,609,000
-12.0%
22,169
-16.4%
0.66%
+0.2%
Q2 2019$2,966,000
+24.2%
26,527
+12.5%
0.66%
+26.6%
Q1 2019$2,388,000
-10.8%
23,583
-14.0%
0.52%
-52.7%
Q4 2018$2,676,000
+18.1%
27,429
+40.2%
1.10%
+43.5%
Q3 2018$2,266,000
-0.4%
19,568
-10.8%
0.76%
+5.5%
Q2 2018$2,276,000
-2.4%
21,948
+3.0%
0.72%
+5.5%
Q1 2018$2,331,000
+39.1%
21,318
+36.8%
0.69%
+77.5%
Q4 2017$1,676,000
-18.8%
15,588
-27.5%
0.39%
-42.3%
Q3 2017$2,064,000
+6.2%
21,510
+1.0%
0.67%
+25.4%
Q2 2017$1,944,00021,2960.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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