AllSquare Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
AllSquare Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,048,288
+5.3%
7,229
-0.2%
0.68%
+5.7%
Q2 2023$995,289
+5.5%
7,2410.0%0.65%
+5.9%
Q1 2023$943,519
+7.2%
7,241
+10.3%
0.61%
+1.2%
Q4 2022$880,444
+28.3%
6,5660.0%0.60%
+21.8%
Q3 2022$686,000
-7.2%
6,5660.0%0.50%
-1.4%
Q2 2022$739,000
-17.4%
6,5660.0%0.50%
-6.3%
Q1 2022$895,000
-20.9%
6,566
-8.1%
0.54%
-18.4%
Q4 2021$1,131,000
-4.0%
7,143
-0.7%
0.66%
-6.5%
Q3 2021$1,178,000
+2.4%
7,196
-2.7%
0.70%
+4.9%
Q2 2021$1,150,000
+1.5%
7,396
-0.7%
0.67%
-4.1%
Q1 2021$1,133,000
+19.4%
7,446
-0.3%
0.70%
+10.4%
Q4 2020$949,000
+18.0%
7,466
-10.6%
0.63%
+8.6%
Q3 2020$804,000
+2.3%
8,3530.0%0.58%
-1.4%
Q2 2020$786,000
+13.6%
8,353
+8.7%
0.59%
-1.7%
Q1 2020$692,000
-39.7%
7,687
-6.7%
0.60%
-24.8%
Q4 2019$1,148,000
+16.9%
8,237
-1.3%
0.80%
+10.2%
Q3 2019$982,000
+3.0%
8,348
-2.1%
0.73%
+2.4%
Q2 2019$953,000
+0.4%
8,523
-9.1%
0.71%
-0.4%
Q1 2019$949,000
+1.6%
9,373
-2.1%
0.71%
-7.6%
Q4 2018$934,000
-20.0%
9,573
-7.5%
0.77%
-11.4%
Q3 2018$1,168,000
+9.4%
10,347
+1.0%
0.87%
+7.9%
Q2 2018$1,068,000
+1.4%
10,247
+7.0%
0.81%
-3.4%
Q1 2018$1,053,000
+0.3%
9,580
-2.4%
0.84%
+0.8%
Q4 2017$1,050,000
+11.8%
9,819
-0.2%
0.83%
+7.5%
Q3 2017$939,000
+7.9%
9,834
-0.7%
0.77%
+0.9%
Q1 2017$870,000
+5.1%
9,900
+3.1%
0.76%
+0.4%
Q4 2016$828,000
+29.2%
9,599
-0.3%
0.76%
+23.2%
Q3 2016$641,000
+8.8%
9,632
+1.6%
0.62%
+5.1%
Q2 2016$589,000
-2.3%
9,482
-6.9%
0.59%
-1.7%
Q1 2016$603,000
+4.0%
10,181
+15.9%
0.60%
+2.2%
Q4 2015$580,000
+16.2%
8,781
+7.3%
0.58%
+14.1%
Q3 2015$499,000
-7.8%
8,181
+2.5%
0.51%
+1.4%
Q2 2015$541,000
+15.8%
7,980
+3.6%
0.50%
+13.2%
Q1 2015$467,000
-3.1%
7,705
+0.0%
0.45%
-5.3%
Q4 2014$482,0007,7040.47%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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