Genovese Burford & Brothers Wealth & Retirement Plan 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
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2020$2,715,000
+39.9%
21,368
+6.0%
0.68%
+23.7%
Q3 2020$1,941,000
-9.3%
20,167
-11.4%
0.55%
-12.0%
Q2 2020$2,141,000
+4.2%
22,759
-0.3%
0.62%
+8.9%
Q1 2020$2,055,000
-36.0%
22,820
-1.0%
0.57%
-22.7%
Q4 2019$3,212,000
+17.7%
23,040
-0.7%
0.74%
+8.3%
Q3 2019$2,729,000
+11.4%
23,191
+5.9%
0.68%
+4.8%
Q2 2019$2,449,000
+11.7%
21,908
+1.2%
0.65%
+4.3%
Q1 2019$2,192,000
+5.7%
21,650
+1.9%
0.62%
-6.6%
Q4 2018$2,074,000
-14.7%
21,244
-1.4%
0.67%
-19.3%
Q3 2018$2,431,000
+24.5%
21,541
+14.9%
0.83%
+17.8%
Q2 2018$1,953,000
-5.3%
18,745
-0.1%
0.70%
-5.8%
Q1 2018$2,063,000
-4.9%
18,761
+0.0%
0.75%
-86.8%
Q4 2017$2,170,000
+38.7%
18,759
+14.5%
5.67%
+789.0%
Q3 2017$1,564,000
+2.0%
16,379
-2.4%
0.64%
+4.9%
Q2 2017$1,533,000
+3.2%
16,778
-0.7%
0.61%
+0.8%
Q1 2017$1,485,000
+3435.7%
16,897
+3533.8%
0.60%
+5381.8%
Q4 2016$42,000
-96.1%
465
-97.1%
0.01%
-97.4%
Q3 2016$1,067,000
+6.0%
16,034
-1.2%
0.42%
+2.7%
Q2 2016$1,007,000
+4.0%
16,221
-0.8%
0.41%
-10.3%
Q1 2016$968,000
-7.9%
16,350
+2.7%
0.46%
-11.3%
Q4 2015$1,051,00015,9240.52%
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