Glassman Wealth Services - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Glassman Wealth Services ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$987,381
+0.4%
6,809
+0.7%
0.16%0.0%
Q2 2023$983,465
+6.6%
6,762
-4.5%
0.16%
-0.6%
Q1 2023$922,725
+0.2%
7,081
+3.2%
0.16%
-5.9%
Q4 2022$920,462
+43.8%
6,864
+12.1%
0.17%
+25.0%
Q3 2022$640,000
-1.2%
6,125
+6.4%
0.14%
+2.3%
Q2 2022$648,000
-10.9%
5,755
+7.9%
0.13%0.0%
Q1 2022$727,000
-15.1%
5,333
-1.3%
0.13%
-15.3%
Q4 2021$856,000
+4.9%
5,404
+8.4%
0.16%
-8.7%
Q3 2021$816,000
+17.2%
4,986
+11.5%
0.17%
+17.8%
Q2 2021$696,000
-1.7%
4,472
-3.9%
0.15%
-3.3%
Q1 2021$708,000
-41.2%
4,653
-50.9%
0.15%
+8.6%
Q4 2020$1,204,000
+173.0%
9,476
+106.9%
0.14%
+14.9%
Q3 2020$441,000
+8.9%
4,581
+6.3%
0.12%
-4.0%
Q2 2020$405,000
+8.3%
4,310
+3.8%
0.13%
-12.5%
Q1 2020$374,000
-32.0%
4,151
+5.2%
0.14%
-31.1%
Q4 2019$550,000
+27.9%
3,945
+8.0%
0.21%
+20.8%
Q3 2019$430,000
+2.6%
3,653
-2.6%
0.17%
+2.4%
Q2 2019$419,000
+18.0%
3,751
+7.0%
0.17%
+9.7%
Q1 2019$355,000
+38.1%
3,505
+33.1%
0.15%
+11.6%
Q4 2018$257,000
-13.2%
2,634
+0.5%
0.14%
+1.5%
Q3 2018$296,000
+8.0%
2,622
-0.3%
0.14%0.0%
Q2 2018$274,000
-5.2%
2,629
+0.2%
0.14%
-23.6%
Q1 2018$289,000
-7.7%
2,624
-10.3%
0.18%
-6.3%
Q4 2017$313,000
+15.5%
2,924
+3.0%
0.19%
+8.0%
Q3 2017$271,000
-20.5%
2,838
-23.9%
0.18%
-21.8%
Q2 2017$341,000
+12.2%
3,727
+7.7%
0.22%
+7.1%
Q1 2017$304,000
+1.0%
3,462
-0.7%
0.21%
-1.4%
Q4 2016$301,000
+48.3%
3,486
+14.1%
0.21%
+26.0%
Q3 2016$203,000
-2.4%
3,055
-8.5%
0.17%
-5.1%
Q2 2016$208,000
+5.1%
3,3400.0%0.18%
-1.1%
Q1 2016$198,000
-10.4%
3,3400.0%0.18%
-10.0%
Q4 2015$221,000
-4.3%
3,340
-11.8%
0.20%
-3.8%
Q3 2015$231,000
-9.8%
3,7850.0%0.21%
+1.0%
Q2 2015$256,000
+11.8%
3,7850.0%0.21%
+12.0%
Q1 2015$229,000
-3.4%
3,7850.0%0.18%
+7.0%
Q4 2014$237,0003,7850.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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