Transform Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Transform Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,936,263
-17.1%
102,994
-16.9%
1.58%
-2.8%
Q2 2023$18,027,622
+12.4%
123,953
+0.7%
1.62%
+7.1%
Q1 2023$16,039,206
+16.8%
123,085
+20.2%
1.51%
-1.8%
Q4 2022$13,736,006
+61.3%
102,431
+25.7%
1.54%
+39.1%
Q3 2022$8,514,000
-9.8%
81,472
-2.8%
1.11%
-21.2%
Q2 2022$9,440,000
-16.3%
83,829
+1.3%
1.40%
+11.0%
Q1 2022$11,280,000
-13.3%
82,748
+0.7%
1.26%
-6.9%
Q4 2021$13,014,000
-3.9%
82,187
-0.6%
1.36%
-12.4%
Q3 2021$13,540,000
+4.6%
82,715
-0.6%
1.55%
-1.8%
Q2 2021$12,941,000
+57.1%
83,201
+53.7%
1.58%
-4.4%
Q1 2021$8,238,000
+25.1%
54,118
+4.4%
1.65%
+20.0%
Q4 2020$6,587,000
-17.0%
51,837
-37.1%
1.38%
+7.7%
Q3 2020$7,932,000
+1.0%
82,389
-1.4%
1.28%
-5.0%
Q2 2020$7,856,000
+43.7%
83,526
+37.5%
1.35%
+15.4%
Q1 2020$5,468,000
-30.6%
60,737
+7.5%
1.17%
-6.6%
Q4 2019$7,879,000
+35.5%
56,521
+14.4%
1.25%
+21.0%
Q3 2019$5,813,000
-10.2%
49,394
-14.7%
1.03%
+8.4%
Q2 2019$6,475,000
-4.3%
57,922
-13.3%
0.95%
-24.3%
Q1 2019$6,765,000
+32.1%
66,834
+27.4%
1.26%
+19.4%
Q4 2018$5,120,000
-33.0%
52,446
-22.5%
1.05%
-20.5%
Q3 2018$7,640,000
+48.0%
67,701
+36.7%
1.32%
+41.9%
Q2 2018$5,161,000
-10.0%
49,524
-5.1%
0.93%
-14.3%
Q1 2018$5,737,000
+114.6%
52,166
+108.7%
1.09%
+121.1%
Q4 2017$2,673,000
+102.0%
24,993
+80.5%
0.49%
+6.7%
Q3 2017$1,323,00013,8470.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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