Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$627,187
+4.9%
4,325
+5.2%
0.12%
+6.9%
Q2 2023$598,069
+54.4%
4,112
+38.3%
0.12%
+43.2%
Q1 2023$387,430
-5.8%
2,973
-3.1%
0.08%
-13.8%
Q4 2022$411,440
+29.4%
3,068
+0.8%
0.09%
+23.7%
Q3 2022$318,000
-10.2%
3,044
-2.2%
0.08%
+2.7%
Q2 2022$354,000
-17.9%
3,112
-1.6%
0.07%
-16.9%
Q1 2022$431,000
-13.6%
3,164
-1.1%
0.09%
-14.4%
Q4 2021$499,000
+24.1%
3,199
+30.3%
0.10%
+14.3%
Q3 2021$402,000
-0.5%
2,455
-5.6%
0.09%
-1.1%
Q2 2021$404,000
-3.1%
2,600
+0.7%
0.09%
-8.0%
Q1 2021$417,000
+7.5%
2,583
-5.9%
0.10%
+2.0%
Q4 2020$388,000
+47.0%
2,744
-0.0%
0.10%
+8.9%
Q3 2020$264,000
-51.6%
2,745
-48.4%
0.09%
-63.3%
Q4 2018$546,0005,3220.24%
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