Summit Financial Strategies, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Summit Financial Strategies, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,620,005
+4.2%
11,171
+4.5%
0.31%
+6.6%
Q2 2023$1,555,031
+13.7%
10,692
+1.9%
0.29%
+7.8%
Q1 2023$1,367,722
-2.8%
10,4960.0%0.27%
-11.2%
Q4 2022$1,407,501
-15.4%
10,496
-34.0%
0.30%
-23.3%
Q3 2022$1,663,000
+132.6%
15,915
+150.7%
0.40%
+136.5%
Q2 2022$715,000
-17.3%
6,3470.0%0.17%
-4.0%
Q1 2022$865,000
-20.1%
6,347
-7.2%
0.17%
-16.7%
Q4 2021$1,083,000
-5.2%
6,840
-2.0%
0.21%
-4.1%
Q3 2021$1,142,000
-4.7%
6,978
-9.4%
0.22%
-8.0%
Q2 2021$1,198,000
+37.5%
7,705
+34.7%
0.24%
-24.0%
Q1 2021$871,000
+18.3%
5,719
-1.3%
0.31%
+23.3%
Q4 2020$736,000
+33.6%
5,796
+1.3%
0.25%
+12.9%
Q3 2020$551,000
+0.5%
5,719
-1.9%
0.22%
-8.2%
Q2 2020$548,000
+6.8%
5,829
+2.3%
0.24%
-12.2%
Q1 2020$513,000
-22.7%
5,700
+19.6%
0.28%
-14.5%
Q4 2019$664,000
+79.9%
4,765
+52.1%
0.32%
+83.6%
Q3 2019$369,000
+5.4%
3,132
+0.0%
0.18%
+4.1%
Q2 2019$350,000
+3.6%
3,131
-6.3%
0.17%
-1.2%
Q1 2019$338,000
+3.7%
3,342
+0.0%
0.17%
-6.0%
Q4 2018$326,000
-14.2%
3,341
-0.9%
0.18%
+5.8%
Q3 2018$380,000
+9.2%
3,371
+0.9%
0.17%
+2.4%
Q2 2018$348,000
-6.2%
3,341
-1.0%
0.17%
-12.0%
Q1 2018$371,000
+0.3%
3,376
-2.4%
0.19%
-1.0%
Q4 2017$370,000
+11.1%
3,460
-0.9%
0.19%
+1.0%
Q3 2017$333,000
-17.2%
3,490
-20.6%
0.19%
-20.7%
Q2 2017$402,000
+16.9%
4,398
+12.2%
0.24%
-4.0%
Q1 2017$344,000
+1.2%
3,919
-0.5%
0.25%
+8.6%
Q4 2016$340,000
+40.5%
3,937
+8.5%
0.23%
+36.5%
Q3 2016$242,000
+13.6%
3,628
+6.1%
0.17%
+7.6%
Q2 2016$213,000
+4.9%
3,4200.0%0.16%
+6.0%
Q1 2016$203,000
-18.5%
3,420
-9.5%
0.15%
-23.2%
Q4 2015$249,000
-8.1%
3,777
-15.1%
0.19%
-13.8%
Q3 2015$271,000
-55.9%
4,451
-50.9%
0.22%
-53.0%
Q2 2015$614,000
+171.7%
9,065
+142.6%
0.48%
+163.2%
Q1 2015$226,000
-20.1%
3,737
-17.3%
0.18%
-20.5%
Q4 2014$283,0004,5190.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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