Avior Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Avior Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,743,271
-1.7%
39,603
-1.4%
0.39%
+2.1%
Q2 2023$5,840,714
+13.3%
40,158
+1.5%
0.38%
+7.6%
Q1 2023$5,153,600
-2.7%
39,548
+0.1%
0.35%
-11.8%
Q4 2022$5,295,907
+35.3%
39,492
+5.4%
0.40%
+23.5%
Q3 2022$3,915,000
-6.1%
37,475
+1.2%
0.32%
-23.0%
Q2 2022$4,170,000
-15.9%
37,045
+1.9%
0.42%
-1.4%
Q1 2022$4,956,000
-2.2%
36,362
+13.6%
0.43%
+1.9%
Q4 2021$5,069,000
+0.0%
32,022
+3.4%
0.42%
+0.2%
Q3 2021$5,067,000
+2.3%
30,961
-2.8%
0.42%
-16.1%
Q2 2021$4,954,000
+3.3%
31,854
+1.1%
0.50%
-2.7%
Q1 2021$4,794,000
+10.5%
31,499
-7.7%
0.51%
-4.3%
Q4 2020$4,337,000
+50.0%
34,137
+13.6%
0.54%
+29.9%
Q3 2020$2,892,000
-3.8%
30,048
-6.0%
0.41%
-12.3%
Q2 2020$3,006,000
+3.0%
31,965
-1.4%
0.47%
-18.3%
Q1 2020$2,919,000
-34.3%
32,430
+1.8%
0.58%
-19.2%
Q4 2019$4,442,000
+18.4%
31,872
-0.1%
0.71%
+8.4%
Q3 2019$3,752,000
+5.0%
31,891
-0.3%
0.66%
+2.5%
Q2 2019$3,575,000
+15.9%
31,981
+4.6%
0.64%
-2.0%
Q1 2019$3,084,000
+3.6%
30,569
+0.0%
0.65%
-8.9%
Q4 2018$2,976,000
-16.6%
30,558
-4.1%
0.72%
-5.7%
Q3 2018$3,567,000
+8.6%
31,878
+0.7%
0.76%
+2.8%
Q2 2018$3,285,000
-8.7%
31,671
-3.8%
0.74%
-11.1%
Q1 2018$3,597,000
-4.2%
32,933
-6.7%
0.83%
-1.0%
Q4 2017$3,754,000
+73.2%
35,291
+52.1%
0.84%
+17.8%
Q3 2017$2,168,000
+7.0%
23,208
+2.6%
0.71%
-13.8%
Q2 2017$2,026,000
-0.3%
22,615
-4.0%
0.83%
+21.8%
Q1 2017$2,032,000
+15.6%
23,549
+13.0%
0.68%
+3.5%
Q4 2016$1,758,000
+25.8%
20,849
-0.5%
0.66%
+19.9%
Q3 2016$1,397,000
-39.1%
20,950
-44.7%
0.55%
+10.1%
Q2 2016$2,293,000
+105.7%
37,868
+101.2%
0.50%
+0.8%
Q1 2016$1,115,000
-1.3%
18,823
+10.0%
0.49%
-20.2%
Q4 2015$1,130,000
+15.1%
17,119
+6.3%
0.62%
+7.5%
Q3 2015$982,000
+2082.2%
16,098
+2233.0%
0.58%
+1542.9%
Q2 2015$45,000
-4.3%
690
-9.8%
0.04%
-2.8%
Q1 2015$47,000
+67.9%
765
+73.9%
0.04%
+63.6%
Q4 2014$28,000
+3.7%
4400.0%0.02%
-4.3%
Q3 2014$27,000
+8.0%
4400.0%0.02%
+9.5%
Q2 2014$25,000
-35.9%
440
-31.2%
0.02%
-36.4%
Q1 2014$39,0006400.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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