Edge Wealth Management LLC - 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
Edge Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,811,471
-1.4%
95,238
-1.2%
3.23%
+5.5%
Q2 2023$14,013,129
+14.3%
96,350
+2.3%
3.06%
+8.8%
Q1 2023$12,262,746
+7.0%
94,209
+9.4%
2.81%
+5.5%
Q4 2022$11,464,482
+12.7%
86,121
-10.5%
2.67%
+18.5%
Q3 2022$10,170,000
-6.0%
96,257
+0.2%
2.25%
-3.8%
Q2 2022$10,816,000
-16.3%
96,045
+1.4%
2.34%
-8.1%
Q1 2022$12,916,000
-11.3%
94,749
+3.0%
2.54%
-4.5%
Q4 2021$14,569,000
-2.2%
92,004
+1.1%
2.66%
-8.2%
Q3 2021$14,890,000
+9.7%
90,962
+4.1%
2.90%
+5.1%
Q2 2021$13,573,000
+2.1%
87,418
+0.1%
2.76%
-2.2%
Q1 2021$13,293,000
+16.1%
87,323
-3.4%
2.82%
+8.6%
Q4 2020$11,451,000
+12.8%
90,397
-14.3%
2.60%
+11.3%
Q3 2020$10,155,000
-6.9%
105,482
-9.0%
2.34%
+13.0%
Q2 2020$10,905,000
-0.9%
115,941
-4.1%
2.07%
-13.4%
Q1 2020$11,005,000
-20.8%
120,855
+20.9%
2.39%
-14.0%
Q4 2019$13,887,000
+19.3%
100,004
+1.1%
2.78%
+3.6%
Q3 2019$11,640,000
+1.6%
98,905
-3.6%
2.68%
+5.4%
Q2 2019$11,462,000
+8.8%
102,597
-4.1%
2.54%
-2.0%
Q1 2019$10,536,000
+0.2%
106,979
-0.7%
2.60%
-12.4%
Q4 2018$10,514,000
+14.1%
107,701
+31.9%
2.96%
+33.9%
Q3 2018$9,217,000
+7.7%
81,681
-0.8%
2.21%
+1.7%
Q2 2018$8,559,000
-8.2%
82,320
-2.9%
2.18%
-12.0%
Q1 2018$9,323,000
-0.1%
84,781
-2.3%
2.47%
-6.4%
Q4 2017$9,330,000
+5.3%
86,752
-6.7%
2.64%
-1.5%
Q3 2017$8,864,000
-6.7%
92,938
-8.7%
2.68%
-10.4%
Q2 2017$9,505,000
+2.2%
101,774
-4.4%
2.99%
-7.2%
Q1 2017$9,297,000
+9.9%
106,505
+7.4%
3.22%
+0.6%
Q4 2016$8,461,000
+27.5%
99,199
-2.0%
3.20%
+13.5%
Q3 2016$6,638,000
+7.2%
101,187
+1.4%
2.82%
+9.6%
Q2 2016$6,193,000
+11.8%
99,805
+6.7%
2.58%
+2.5%
Q1 2016$5,539,000
-8.4%
93,529
+2.7%
2.51%
+10.0%
Q4 2015$6,050,000
-0.3%
91,108
-9.6%
2.28%
-0.2%
Q3 2015$6,070,000
-22.3%
100,820
-12.5%
2.29%
-14.4%
Q2 2015$7,810,000
+9.4%
115,273
-1.7%
2.67%
+11.4%
Q1 2015$7,140,000
+190.6%
117,286
+199.8%
2.40%
+166.3%
Q4 2014$2,457,000
-4.5%
39,126
-8.2%
0.90%
-9.1%
Q3 2014$2,572,000
+35.9%
42,626
+29.8%
0.99%
+26.1%
Q2 2014$1,892,000
+90.5%
32,847
+100.8%
0.79%
+88.9%
Q1 2014$993,000
+3.2%
16,362
-0.6%
0.42%
-6.3%
Q4 2013$962,000
+13.0%
16,4560.0%0.44%
-14.5%
Q3 2013$851,000
-2.2%
16,4560.0%0.52%
-10.8%
Q2 2013$870,00016,4560.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders