Resource Planning Group - 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
Resource Planning Group ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$275,828
-17.4%
1,902
-17.1%
0.23%
-13.3%
Q2 2023$333,785
+14.1%
2,295
+2.2%
0.27%
+13.4%
Q1 2023$292,546
-28.5%
2,245
-26.5%
0.24%
-27.4%
Q4 2022$409,429
+28.3%
3,0530.0%0.33%
+18.4%
Q3 2022$319,000
-7.3%
3,0530.0%0.28%
-3.1%
Q2 2022$344,000
-22.5%
3,053
-6.2%
0.29%
-10.3%
Q1 2022$444,000
-13.8%
3,256
+0.0%
0.32%
-7.5%
Q4 2021$515,000
-51.9%
3,255
-50.2%
0.34%
-48.7%
Q3 2021$1,070,000
+3.5%
6,534
-1.7%
0.67%
+12.2%
Q2 2021$1,034,000
+21.5%
6,650
+18.9%
0.60%
+7.3%
Q1 2021$851,000
+19.9%
5,592
+0.0%
0.56%
+10.5%
Q4 2020$710,000
+23.7%
5,591
-6.2%
0.50%
+15.8%
Q3 2020$574,000
+6.9%
5,960
+4.4%
0.44%
+8.5%
Q2 2020$537,000
+4.5%
5,710
+0.0%
0.40%
-10.1%
Q1 2020$514,000
-35.2%
5,709
+0.4%
0.45%
-1.5%
Q4 2019$793,000
+19.2%
5,685
+0.6%
0.45%
+16.7%
Q3 2019$665,000
+5.4%
5,651
+0.1%
0.39%
+4.9%
Q2 2019$631,000
+34.3%
5,645
+21.5%
0.37%
+19.3%
Q1 2019$470,000
+3.8%
4,645
+0.0%
0.31%
-8.0%
Q4 2018$453,000
-13.5%
4,6440.0%0.34%
-17.4%
Q3 2018$524,0004,6440.41%
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