Heritage Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Heritage Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,493,709
-2.2%
17,196
-1.9%
0.14%
+0.7%
Q2 2023$2,549,419
+12.2%
17,529
+0.5%
0.14%
+6.3%
Q1 2023$2,272,739
-4.0%
17,441
-1.2%
0.13%
-7.3%
Q4 2022$2,366,613
+24.8%
17,648
-2.8%
0.14%
-0.7%
Q3 2022$1,897,000
-9.1%
18,157
-2.0%
0.14%
-4.8%
Q2 2022$2,086,000
-61.8%
18,527
-53.8%
0.14%
-52.0%
Q1 2022$5,461,000
-14.1%
40,059
-0.2%
0.30%
-13.5%
Q4 2021$6,356,000
-99.9%
40,137
+3.0%
0.35%
-10.7%
Q3 2021$6,378,539,000
+4.6%
38,967
-0.6%
0.39%
+4.0%
Q2 2021$6,099,485,000
-16.4%
39,215
-18.2%
0.38%
-14.5%
Q1 2021$7,294,771,000
+115726.8%
47,919
-3.3%
0.44%
+11.7%
Q4 2020$6,298,000
-99.6%
49,563
+217.0%
0.39%
+103.1%
Q3 2020$1,504,948,000
-1.2%
15,633
-28.7%
0.19%
-8.9%
Q2 2020$1,523,001,000
+5.3%
21,936
+36.5%
0.21%
-17.8%
Q1 2020$1,446,885,000
+8.1%
16,071
+67.4%
0.26%
+46.3%
Q4 2019$1,338,612,000
+127386.9%
9,603
+7.6%
0.18%
+14.2%
Q3 2019$1,050,000
-99.9%
8,928
+33.6%
0.16%
+34.8%
Q2 2019$746,996,000
+36.3%
6,682
+23.4%
0.12%
+27.8%
Q1 2019$548,127,000
+106747.4%
5,415
+2.9%
0.09%
-10.0%
Q4 2018$513,000
-12.8%
5,264
+1.0%
0.10%
-13.0%
Q3 2018$588,000
+7.9%
5,212
-0.5%
0.12%
-43.6%
Q2 2018$545,000
-5.2%
5,236
+0.0%
0.20%
-14.6%
Q1 2018$575,000
+3.0%
5,235
+0.3%
0.24%0.0%
Q4 2017$558,000
+10.9%
5,217
-0.8%
0.24%
-5.5%
Q3 2017$503,000
+13.5%
5,259
+8.4%
0.25%
+10.5%
Q2 2017$443,000
+6.0%
4,853
+2.1%
0.23%
+1.8%
Q1 2017$418,000
+10.3%
4,751
+8.3%
0.22%
-9.3%
Q4 2016$379,000
+29.4%
4,388
+0.1%
0.25%
+22.2%
Q3 2016$293,000
+7.3%
4,385
+0.1%
0.20%
+10.3%
Q2 2016$273,0004,3820.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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