RKL Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
RKL Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,630,501
-2.4%
18,139
-2.1%
0.32%
+0.9%
Q2 2023$2,695,508
+11.2%
18,533
-0.3%
0.32%
+4.2%
Q1 2023$2,423,177
-2.7%
18,595
+0.1%
0.31%
-8.1%
Q4 2022$2,491,631
+28.3%
18,580
-0.0%
0.33%
+18.9%
Q3 2022$1,942,000
-2.9%
18,584
+4.7%
0.28%
+2.2%
Q2 2022$1,999,000
-15.9%
17,755
+1.8%
0.27%
-4.2%
Q1 2022$2,378,000
-7.1%
17,444
+7.9%
0.29%
-5.9%
Q4 2021$2,559,000
-3.1%
16,160
+0.1%
0.30%
-9.3%
Q3 2021$2,642,000
+5.1%
16,141
-0.1%
0.34%
+5.7%
Q2 2021$2,514,000
+3.7%
16,164
+1.5%
0.32%
-2.5%
Q1 2021$2,424,000
+15.0%
15,925
-4.0%
0.32%
+10.5%
Q4 2020$2,108,000
+30.9%
16,590
-0.8%
0.29%
+14.8%
Q3 2020$1,610,000
-2.7%
16,728
-4.9%
0.26%
-9.9%
Q2 2020$1,655,000
+7.6%
17,593
+3.0%
0.28%
-11.8%
Q1 2020$1,538,000
-37.0%
17,082
-2.5%
0.32%
-26.5%
Q4 2019$2,443,000
+17.6%
17,523
-0.7%
0.44%
+10.9%
Q3 2019$2,078,000
+4.9%
17,653
-0.5%
0.40%
+8.2%
Q2 2019$1,980,000
+12.8%
17,734
+2.2%
0.36%
+6.1%
Q1 2019$1,756,000
+3.8%
17,354
+0.4%
0.34%
-11.8%
Q4 2018$1,691,000
-14.4%
17,282
-1.2%
0.39%
-7.1%
Q3 2018$1,976,000
+5.1%
17,488
-3.3%
0.42%
-1.2%
Q2 2018$1,880,000
-6.8%
18,092
-1.7%
0.42%
-10.9%
Q1 2018$2,018,000
+5.4%
18,402
+2.4%
0.48%
+0.8%
Q4 2017$1,914,000
-20.2%
17,966
-57.6%
0.47%
-29.8%
Q3 2017$2,398,000
+89.4%
42,391
+204.2%
0.67%
+67.7%
Q2 2017$1,266,000
-99.8%
13,935
+79.5%
0.40%
+46.7%
Q1 2017$681,000,000
+200785.0%
7,762
+97.5%
0.27%
+68.1%
Q4 2016$339,0003,9310.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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