Smith & Howard Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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 & Howard Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$274,191
+3.9%
1,891
+4.2%
0.10%
+3.2%
Q2 2023$263,932
+8.4%
1,815
-2.9%
0.09%
+10.7%
Q1 2023$243,546
-5.4%
1,869
-2.6%
0.08%
-14.3%
Q4 2022$257,334
+20.2%
1,919
-6.1%
0.10%
+7.7%
Q3 2022$214,000
-13.7%
2,044
+12.4%
0.09%
-12.5%
Q1 2022$248,000
-14.8%
1,818
-1.1%
0.10%
-21.2%
Q4 2021$291,000
+0.3%
1,839
+4.0%
0.13%
-3.6%
Q3 2021$290,000
+28.3%
1,769
+9.3%
0.14%
+77.9%
Q4 2019$226,000
+9.7%
1,619
-25.0%
0.08%
-21.4%
Q3 2017$206,000
-9.6%
2,160
-43.8%
0.10%
+4.3%
Q1 2016$228,000
-4.6%
3,846
+6.4%
0.09%
-19.7%
Q4 2015$239,000
+10.1%
3,614
+1.3%
0.12%
+12.5%
Q3 2015$217,000
-10.3%
3,5660.0%0.10%
-1.9%
Q2 2015$242,000
+12.0%
3,5660.0%0.11%
+14.0%
Q1 2015$216,000
+163.4%
3,566
+154.7%
0.09%
+106.7%
Q4 2013$82,000
-21.9%
1,400
-30.9%
0.04%
-28.6%
Q3 2013$105,000
-15.3%
2,025
-13.6%
0.06%
-20.3%
Q2 2013$124,0002,3440.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders