REDW Wealth LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
REDW Wealth LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,086,133
-0.2%
7,490
+0.0%
0.34%
+2.8%
Q2 2023$1,088,849
+16.8%
7,487
+4.6%
0.33%
+9.8%
Q1 2023$932,537
+4.3%
7,156
+7.4%
0.30%
-3.9%
Q4 2022$893,779
+29.9%
6,665
+1.2%
0.31%
+16.6%
Q3 2022$688,000
-10.8%
6,586
-3.8%
0.26%
-6.4%
Q2 2022$771,000
-16.1%
6,843
+1.5%
0.28%
+3.7%
Q1 2022$919,000
-20.4%
6,740
-7.5%
0.27%
-18.5%
Q4 2021$1,154,000
+6.4%
7,290
+10.0%
0.34%
-2.9%
Q3 2021$1,085,000
+4.0%
6,625
-1.2%
0.34%
+4.5%
Q2 2021$1,043,000
+5.4%
6,707
+3.1%
0.33%
-0.6%
Q1 2021$990,000
+19.9%
6,504
+0.0%
0.33%
+8.5%
Q4 2020$826,000
+31.9%
6,502
+0.1%
0.31%
+16.3%
Q3 2020$626,000
+2.8%
6,498
+0.4%
0.26%
-12.9%
Q2 2020$609,000
+5.9%
6,472
+1.3%
0.30%
-16.3%
Q1 2020$575,000
-33.6%
6,392
+2.9%
0.36%
-25.1%
Q4 2019$866,000
+12.5%
6,211
-5.1%
0.48%
+6.4%
Q3 2019$770,000
+5.3%
6,545
+0.0%
0.45%
+3.7%
Q2 2019$731,000
+10.4%
6,542
+0.0%
0.44%
+7.6%
Q1 2019$662,000
+1.1%
6,539
-2.6%
0.41%
-10.0%
Q4 2018$655,000
-13.5%
6,714
+0.0%
0.45%
-10.2%
Q3 2018$757,000
+2.6%
6,711
-5.2%
0.50%
-5.1%
Q2 2018$738,000
-0.5%
7,081
+4.9%
0.53%
-4.3%
Q1 2018$742,000
-4.9%
6,749
-7.4%
0.55%
-8.7%
Q4 2017$780,000
+12.1%
7,2920.0%0.61%
+5.2%
Q3 2017$696,000
+8.1%
7,292
+3.6%
0.58%
-8.6%
Q2 2017$644,000
+5.9%
7,042
+1.7%
0.63%
+1.8%
Q1 2017$608,000
+1.8%
6,922
-0.0%
0.62%
-8.3%
Q4 2016$597,0006,9230.68%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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