Kalos Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,204 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 1.00 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
Kalos Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$13,031
-95.4%
100
-95.1%
0.03%
-75.0%
Q4 2019$285,000
-88.2%
2,045
-91.7%
0.10%
-90.5%
Q2 2019$2,410,000
+13.9%
24,503
+17.2%
1.10%
-20.0%
Q1 2019$2,116,000
-11.0%
20,907
-14.1%
1.37%
+18.1%
Q4 2018$2,378,000
-17.9%
24,328
-6.8%
1.16%
-25.4%
Q3 2018$2,895,000
-1.8%
26,101
-6.6%
1.55%
+12.0%
Q4 2017$2,948,000
+15.1%
27,955
+4.2%
1.39%
-15.9%
Q3 2017$2,561,000
+14.4%
26,821
+9.5%
1.65%
-19.4%
Q2 2017$2,239,000
+5.0%
24,497
+0.9%
2.05%
+35.4%
Q1 2017$2,133,000
+15.0%
24,283
+12.9%
1.51%
+0.9%
Q4 2016$1,855,000
+31.6%
21,499
+1.5%
1.50%
+24.6%
Q3 2016$1,410,000
+20.4%
21,175
+12.4%
1.20%
+32.7%
Q2 2016$1,171,000
-52.3%
18,840
-49.4%
0.91%
-55.7%
Q1 2016$2,455,000
+0.1%
37,227
-39.9%
2.04%
+11.6%
Q4 2015$2,453,00061,9761.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2017
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