Baystate Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Baystate Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,603,490
+12.5%
11,057
+12.8%
0.13%
+12.8%
Q2 2023$1,425,255
+25.4%
9,799
+12.3%
0.12%
+18.2%
Q1 2023$1,136,723
+87610.1%
8,723
-9.8%
0.10%
-16.8%
Q4 2022$1,296
-99.9%
9,666
+8.3%
0.12%
+24.0%
Q3 2022$933,000
-10.9%
8,924
-4.0%
0.10%
-5.9%
Q2 2022$1,047,000
-11.9%
9,293
+6.6%
0.10%
-2.9%
Q1 2022$1,189,000
-13.5%
8,719
+0.4%
0.10%
-15.3%
Q4 2021$1,375,000
+19.3%
8,683
+23.3%
0.12%
+8.8%
Q3 2021$1,153,000
+9.1%
7,044
+3.6%
0.11%
+8.6%
Q2 2021$1,057,000
+10.6%
6,797
+8.3%
0.10%
+4.0%
Q1 2021$956,000
+35.4%
6,277
+13.0%
0.10%
+26.2%
Q4 2020$706,000
+40.9%
5,554
+6.7%
0.08%
+33.3%
Q3 2020$501,000
-29.3%
5,207
-30.9%
0.06%
-27.7%
Q2 2020$709,000
+15.1%
7,535
+10.1%
0.08%
+2.5%
Q1 2020$616,000
-37.7%
6,844
-3.5%
0.08%
-32.5%
Q4 2019$989,000
+31.2%
7,093
+10.7%
0.12%
+21.2%
Q3 2019$754,000
+0.1%
6,409
-3.3%
0.10%0.0%
Q2 2019$753,000
-4.9%
6,627
-5.0%
0.10%
-5.7%
Q1 2019$792,000
+14.9%
6,976
+5.9%
0.10%
+5.0%
Q4 2018$689,000
-12.1%
6,587
-6.3%
0.10%
-27.5%
Q3 2018$784,000
+14.5%
7,033
+9.3%
0.14%
+35.3%
Q2 2018$685,000
-5.1%
6,434
-1.2%
0.10%
-6.4%
Q1 2018$722,000
-17.9%
6,511
+285.7%
0.11%
-16.8%
Q4 2017$879,000
+16.6%
1,688
-78.4%
0.13%
+4.0%
Q3 2017$754,000
+7.7%
7,818
+2.1%
0.13%0.0%
Q2 2017$700,000
+14.0%
7,656
+6.5%
0.13%
+6.8%
Q1 2017$614,000
+49.0%
7,187
+51.7%
0.12%
+43.9%
Q4 2016$412,000
+38.3%
4,739
+6.0%
0.08%
+26.2%
Q3 2016$298,000
+24.7%
4,472
+16.4%
0.06%
+20.4%
Q2 2016$239,000
+4.4%
3,843
-0.7%
0.05%
+8.0%
Q1 2016$229,000
-3.4%
3,872
+8.0%
0.05%
-2.0%
Q4 2015$237,000
+7.2%
3,584
-1.3%
0.05%
-12.1%
Q3 2015$221,000
+10.5%
3,632
+22.8%
0.06%
+7.4%
Q2 2015$200,000
+1011.1%
2,957
+767.2%
0.05%
+500.0%
Q2 2013$18,0003410.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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