GSB Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
GSB Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,413,607
-0.1%
16,643
+0.2%
0.81%
+2.8%
Q2 2023$2,415,700
+12.4%
16,610
+0.7%
0.79%
+11.8%
Q1 2023$2,149,274
-10.9%
16,494
-8.3%
0.70%
-18.4%
Q4 2022$2,411,367
-7.9%
17,982
-28.2%
0.86%
-9.4%
Q3 2022$2,619,000
-8.2%
25,060
-1.1%
0.95%
-2.4%
Q2 2022$2,853,000
-18.7%
25,332
-1.6%
0.97%
-4.9%
Q1 2022$3,508,000
-17.4%
25,735
-4.0%
1.02%
-16.1%
Q4 2021$4,247,000
+12.1%
26,819
+15.9%
1.22%
-37.4%
Q3 2021$3,788,000
-11.7%
23,137
-16.2%
1.95%
+45.5%
Q2 2021$4,292,000
+3.3%
27,596
+1.1%
1.34%
-3.3%
Q1 2021$4,155,000
+1888.0%
27,295
+1719.7%
1.38%
+60.7%
Q4 2019$209,000
+2.0%
1,500
-33.2%
0.86%
-7.3%
Q2 2017$205,0002,2460.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders