LBMC INVESTMENT ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
LBMC INVESTMENT ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,068,904
-1.9%
7,4900.0%0.11%
+6.5%
Q2 2023$1,089,352
+11.6%
7,4900.0%0.11%
+8.1%
Q1 2023$976,028
-2.8%
7,4900.0%0.10%
-6.6%
Q4 2022$1,004,415
+28.3%
7,4900.0%0.11%
+17.8%
Q3 2022$783,000
-9.6%
7,490
-2.6%
0.09%
-4.3%
Q2 2022$866,000
-20.0%
7,690
-3.2%
0.09%
-2.1%
Q1 2022$1,083,000
-14.7%
7,941
-0.9%
0.10%
-12.7%
Q4 2021$1,270,000
-3.2%
8,017
+50.2%
0.11%
-10.6%
Q3 2021$1,312,000
+8.3%
5,336
-31.4%
0.12%
+7.0%
Q2 2021$1,211,000
+51.2%
7,784
+47.9%
0.12%
+36.9%
Q1 2021$801,000
+19.2%
5,264
-0.5%
0.08%
+6.3%
Q4 2020$672,000
+33.6%
5,289
+1.2%
0.08%
+12.9%
Q3 2020$503,000
+2.4%
5,2240.0%0.07%
-9.1%
Q2 2020$491,000
-0.6%
5,224
-4.7%
0.08%
-16.3%
Q1 2020$494,000
-35.4%
5,484
-0.1%
0.09%
-14.8%
Q4 2019$765,000
+0.9%
5,491
-14.7%
0.11%
-6.1%
Q3 2019$758,000
-5.7%
6,441
-10.4%
0.12%
-5.7%
Q2 2019$804,000
+19.8%
7,191
+8.6%
0.12%
+15.1%
Q1 2019$671,000
-2.5%
6,624
-6.0%
0.11%
-16.5%
Q4 2018$688,000
-6.8%
7,049
+7.7%
0.13%
+7.6%
Q3 2018$738,000
+7.3%
6,544
-0.9%
0.12%
+3.5%
Q2 2018$688,000
+19.2%
6,603
+25.9%
0.11%
+14.0%
Q1 2018$577,000
+2.9%
5,2440.0%0.10%
+9.9%
Q4 2017$561,000
+55.8%
5,244
+39.0%
0.09%
+46.8%
Q3 2017$360,000
+56.5%
3,772
+50.2%
0.06%
+55.0%
Q2 2017$230,0002,5110.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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