FAS Wealth Partners, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
FAS Wealth Partners, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,058,385
+5.2%
27,985
+5.6%
0.43%
-11.1%
Q2 2023$3,855,983
+21.1%
26,513
+8.5%
0.49%
+41.4%
Q1 2023$3,183,896
-3.5%
24,433
-0.7%
0.34%
-7.8%
Q4 2022$3,299,429
+40.6%
24,604
+9.6%
0.37%
+43.3%
Q3 2022$2,346,000
+7.6%
22,445
+15.9%
0.26%
+13.5%
Q2 2022$2,181,000
-6.0%
19,367
+13.8%
0.23%
+5.5%
Q1 2022$2,319,000
-0.2%
17,012
+15.9%
0.22%
+2.3%
Q4 2021$2,323,000
+13.8%
14,673
+17.7%
0.21%
+11.5%
Q3 2021$2,041,000
+20.7%
12,467
+14.6%
0.19%
+20.1%
Q2 2021$1,691,000
+15.7%
10,875
+13.3%
0.16%
+4.6%
Q1 2021$1,461,000
+26.5%
9,597
+5.6%
0.15%
+16.0%
Q4 2020$1,155,000
+29.3%
9,089
-2.0%
0.13%
+7.4%
Q3 2020$893,000
+8.9%
9,279
+6.4%
0.12%
+0.8%
Q2 2020$820,000
+19.7%
8,721
+14.6%
0.12%
+0.8%
Q1 2020$685,000
-27.2%
7,613
+12.8%
0.12%
-24.1%
Q4 2019$941,000
+20.3%
6,751
+1.7%
0.16%
+11.3%
Q3 2019$782,000
+40.4%
6,641
+33.2%
0.14%
+36.5%
Q2 2019$557,000
+31.4%
4,984
+18.9%
0.10%
+25.3%
Q1 2019$424,000
-26.3%
4,193
-28.8%
0.08%
-37.1%
Q4 2018$575,000
-13.4%
5,893
+0.2%
0.13%
-12.6%
Q3 2018$664,000
+11.2%
5,883
+2.7%
0.15%
-5.6%
Q2 2018$597,000
-5.1%
5,727
+0.1%
0.16%
-11.6%
Q1 2018$629,000
+13.3%
5,721
+10.3%
0.18%
+24.0%
Q4 2017$555,000
+12.1%
5,187
+0.1%
0.15%
+5.8%
Q3 2017$495,000
+5.5%
5,182
+1.0%
0.14%
-1.4%
Q2 2017$469,000
+6.1%
5,132
+2.1%
0.14%
+2.2%
Q1 2017$442,000
+2.6%
5,028
+0.7%
0.14%
+7.0%
Q4 2016$431,000
+107.2%
4,992
+42.2%
0.13%
+19.6%
Q1 2016$208,000
-3.3%
3,511
+7.8%
0.11%0.0%
Q4 2015$215,0003,2580.11%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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