Executive Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,829 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 1.36 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
Executive Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,622,424
+8.1%
11,187
+8.4%
0.17%
+8.4%
Q2 2023$1,501,309
+16.2%
10,322
+4.1%
0.16%
+8.4%
Q1 2023$1,292,272
-4.3%
9,916
-1.6%
0.14%
-13.9%
Q4 2022$1,350,930
+54.2%
10,074
+1050.0%
0.17%
+36.1%
Q3 2022$876,000
-20.4%
876
-91.0%
0.12%
-17.6%
Q2 2022$1,101,000
-23.3%
9,783
-7.1%
0.15%
-5.1%
Q1 2022$1,435,000
+13.3%
10,532
+31.6%
0.16%
+23.8%
Q4 2021$1,266,000
-7.1%
8,001
-3.9%
0.13%
-16.0%
Q3 2021$1,363,000
+9.1%
8,330
+3.7%
0.15%
+9.5%
Q2 2021$1,249,000
+3.7%
8,036
+1.6%
0.14%
-2.8%
Q1 2021$1,204,000
+31.3%
7,912
+9.6%
0.14%
+24.8%
Q4 2020$917,000
+37.5%
7,220
+4.1%
0.11%
+22.8%
Q3 2020$667,000
+12.7%
6,934
+10.0%
0.09%
+3.4%
Q2 2020$592,000
+7.4%
6,302
+2.9%
0.09%
-9.2%
Q1 2020$551,000
-36.2%
6,125
-1.3%
0.10%
-16.9%
Q4 2019$864,000
-15.3%
6,203
-28.5%
0.12%
-23.9%
Q3 2019$1,020,000
+5.6%
8,673
+0.4%
0.16%
+13.1%
Q2 2019$966,000
+79.2%
8,642
+62.4%
0.14%
+42.7%
Q1 2019$539,000
-5.4%
5,323
-8.9%
0.10%
-4.0%
Q4 2018$570,0005,8440.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders