Taylor Wealth Management Partners - 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
Taylor Wealth Management Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$6,885,000
-22.5%
61,144
-6.2%
3.91%
+8.8%
Q1 2022$8,888,000
-16.4%
65,199
-2.9%
3.60%
-4.0%
Q4 2021$10,634,000
-2.8%
67,152
+0.5%
3.75%
-4.0%
Q3 2021$10,942,000
+12.9%
66,844
+7.3%
3.90%
+14.3%
Q2 2021$9,690,000
+1.9%
62,298
-0.2%
3.42%
-1.5%
Q1 2021$9,507,000
+19.6%
62,453
-0.1%
3.47%
+13.5%
Q4 2020$7,946,000
+32.7%
62,532
+0.5%
3.06%
+11.3%
Q3 2020$5,987,000
+3.5%
62,192
+1.2%
2.74%
-6.6%
Q2 2020$5,783,000
-2.0%
61,479
-6.2%
2.94%
-18.8%
Q1 2020$5,902,000
+45300.0%
65,552
+48819.4%
3.62%
+45150.0%
Q4 2018$13,000
-13.3%
1340.0%0.01%
+33.3%
Q3 2018$15,000
-78.9%
134
-79.7%
0.01%
-80.0%
Q4 2017$71,000
-17.4%
660
-26.7%
0.03%
-21.1%
Q3 2017$86,000
+4.9%
9000.0%0.04%
+2.7%
Q2 2017$82,000
+3.8%
9000.0%0.04%
+2.8%
Q1 2017$79,000
+1.3%
9000.0%0.04%0.0%
Q4 2016$78,000
+30.0%
9000.0%0.04%
+33.3%
Q3 2016$60,000
+7.1%
9000.0%0.03%
+22.7%
Q2 2016$56,000
+5.7%
9000.0%0.02%
-12.0%
Q1 2016$53,000
-38.4%
900
-30.8%
0.02%
-32.4%
Q4 2015$86,000
+8.9%
1,3000.0%0.04%
-2.6%
Q3 2015$79,000
-32.5%
1,300
-24.6%
0.04%
+2.7%
Q2 2015$117,000
+72.1%
1,725
+53.3%
0.04%
+76.2%
Q1 2015$68,0001,1250.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders