EXENCIAL WEALTH ADVISORS, 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
EXENCIAL WEALTH ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,174,962
-8.5%
28,789
-8.2%
0.20%
-3.3%
Q2 2023$4,561,582
+14.3%
31,364
+2.4%
0.21%
+1.0%
Q1 2023$3,990,701
-10.8%
30,625
-8.2%
0.21%
-13.8%
Q4 2022$4,475,466
+32.4%
33,374
+3.1%
0.24%
+17.1%
Q3 2022$3,381,000
-13.0%
32,359
-6.2%
0.20%
-6.4%
Q2 2022$3,885,000
-11.3%
34,499
+7.4%
0.22%
-0.5%
Q1 2022$4,380,000
-17.0%
32,134
-3.6%
0.22%
-14.1%
Q4 2021$5,280,000
-22.6%
33,346
-20.0%
0.26%
-13.5%
Q3 2021$6,825,000
+37.6%
41,690
+30.7%
0.30%
+10.4%
Q2 2021$4,961,000
+6.4%
31,894
+4.2%
0.27%
-2.9%
Q1 2021$4,661,000
+27.9%
30,619
+6.8%
0.28%
+10.8%
Q4 2020$3,643,000
-46.6%
28,670
-76.4%
0.25%
-31.2%
Q3 2020$6,827,000
+120.7%
121,259
+268.8%
0.36%
+35.1%
Q2 2020$3,093,000
+162.6%
32,880
+151.3%
0.27%
+27.6%
Q1 2020$1,178,000
-35.4%
13,083
-0.0%
0.21%
-33.5%
Q4 2019$1,824,000
+12.7%
13,088
-4.8%
0.32%
-9.2%
Q3 2019$1,619,000
+18.0%
13,753
+12.0%
0.35%
+8.8%
Q2 2019$1,372,000
+9.7%
12,275
-0.6%
0.32%
+7.7%
Q1 2019$1,251,000
+2.3%
12,354
-1.4%
0.30%
-9.5%
Q4 2018$1,223,000
+31.5%
12,524
+51.9%
0.33%
+51.9%
Q3 2018$930,000
+2.8%
8,246
-5.1%
0.22%
-14.3%
Q2 2018$905,000
+5.1%
8,687
+11.0%
0.25%
-1.6%
Q1 2018$861,000
-0.6%
7,825
-3.3%
0.26%
-1.9%
Q4 2017$866,000
+6.5%
8,096
-4.9%
0.26%
-2.6%
Q3 2017$813,000
-2.6%
8,515
-6.7%
0.27%
-21.6%
Q2 2017$835,000
+7.5%
9,131
-0.7%
0.34%
+1.5%
Q1 2017$777,000
+15.6%
9,197
+18.2%
0.34%
+18.2%
Q4 2016$672,000
+24.2%
7,783
-0.3%
0.28%
+18.8%
Q3 2016$541,000
+24.1%
7,809
+11.2%
0.24%
+21.8%
Q2 2016$436,000
+289.3%
7,022
+207.4%
0.20%
+319.1%
Q1 2013$112,0002,2840.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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