Neumann Capital Management, LLC - 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
Neumann Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,870,033
-0.3%
12,8950.0%0.82%
+5.0%
Q2 2023$1,875,449
+9.0%
12,895
-2.3%
0.78%
+2.6%
Q1 2023$1,719,962
-6.4%
13,199
-3.6%
0.76%
-12.3%
Q4 2022$1,837,036
+26.5%
13,699
-1.4%
0.86%
+15.4%
Q3 2022$1,452,000
-9.1%
13,899
-2.0%
0.75%
-7.7%
Q2 2022$1,597,000
-17.4%
14,1850.0%0.81%
-1.6%
Q1 2022$1,934,000
-15.1%
14,185
-1.4%
0.82%
-11.4%
Q4 2021$2,278,000
-5.2%
14,385
-2.0%
0.93%
-14.0%
Q3 2021$2,404,000
+2.5%
14,685
-2.7%
1.08%
+2.4%
Q2 2021$2,346,000
-1.8%
15,085
-3.8%
1.05%
-7.1%
Q1 2021$2,388,000
+19.8%
15,6850.0%1.14%
+12.8%
Q4 2020$1,993,000
+32.0%
15,6850.0%1.01%
+15.9%
Q3 2020$1,510,000
+2.7%
15,685
+0.3%
0.87%
-3.6%
Q2 2020$1,471,000
+4.5%
15,6400.0%0.90%
-12.2%
Q1 2020$1,408,000
-37.6%
15,640
-3.4%
1.02%
-21.8%
Q4 2019$2,257,000
+14.1%
16,190
-3.7%
1.31%
+7.1%
Q3 2019$1,978,000
+5.3%
16,8100.0%1.22%
+5.0%
Q2 2019$1,879,000
+15.6%
16,810
+4.6%
1.16%
+12.0%
Q1 2019$1,626,000
-2.5%
16,065
-6.0%
1.04%
-17.2%
Q4 2018$1,668,000
-29.2%
17,089
-18.2%
1.26%
-9.5%
Q3 2018$2,357,000
+3.5%
20,889
-4.4%
1.39%
-2.9%
Q2 2018$2,277,000
-6.9%
21,849
-1.8%
1.43%
-8.2%
Q1 2018$2,447,000
+7.1%
22,249
+4.2%
1.56%
+11.3%
Q4 2017$2,284,000
+12.0%
21,3610.0%1.40%
+10.8%
Q3 2017$2,040,000
+2.3%
21,361
-2.1%
1.26%
-1.6%
Q2 2017$1,994,000
+4.5%
21,811
+0.4%
1.28%
+3.6%
Q1 2017$1,909,000
-17.3%
21,731
-18.7%
1.24%
-16.7%
Q4 2016$2,307,000
+23.6%
26,731
-4.6%
1.49%
+19.8%
Q3 2016$1,867,000
+7.2%
28,0310.0%1.24%
+7.3%
Q2 2016$1,742,000
+3.1%
28,031
-1.8%
1.16%
+4.0%
Q1 2016$1,690,000
-10.3%
28,5310.0%1.11%
-15.0%
Q4 2015$1,884,000
+8.3%
28,5310.0%1.31%
+6.5%
Q3 2015$1,740,000
-10.0%
28,5310.0%1.23%
-0.5%
Q2 2015$1,933,000
+11.9%
28,5310.0%1.24%
+12.0%
Q1 2015$1,728,000
-3.2%
28,5310.0%1.10%
-5.3%
Q4 2014$1,786,00028,5311.16%
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