CONCENTRIC WEALTH MANAGEMENT, 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
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,166,830
-0.4%
42,524
-0.1%
2.03%
+3.1%
Q2 2023$6,193,126
+10.6%
42,582
-0.9%
1.97%
+6.4%
Q1 2023$5,598,899
-2.2%
42,966
+0.7%
1.85%
-5.2%
Q4 2022$5,723,388
+28.3%
42,680
-0.0%
1.95%
+18.9%
Q3 2022$4,461,000
-6.2%
42,685
+1.1%
1.64%
+2.5%
Q2 2022$4,757,000
-15.8%
42,239
+2.0%
1.60%
-1.7%
Q1 2022$5,648,000
-13.0%
41,429
+1.1%
1.63%
-10.8%
Q4 2021$6,489,000
-3.6%
40,981
-0.3%
1.83%
-11.1%
Q3 2021$6,730,000
+5.6%
41,115
+0.3%
2.06%
+5.4%
Q2 2021$6,375,000
+2.8%
40,987
+0.7%
1.95%
-4.6%
Q1 2021$6,199,000
+20.7%
40,720
+0.7%
2.05%
+8.3%
Q4 2020$5,136,000
+34.4%
40,420
+1.8%
1.89%
+14.8%
Q3 2020$3,821,000
+3.9%
39,695
+1.6%
1.65%
-4.7%
Q2 2020$3,677,000
+15.6%
39,089
+10.6%
1.73%
-2.0%
Q1 2020$3,182,000
-26.9%
35,339
+13.2%
1.76%
-5.4%
Q4 2019$4,351,000
+22.3%
31,209
+3.2%
1.86%
-17.7%
Q3 2019$3,558,000
+5.4%
30,230
+0.1%
2.26%
+3.3%
Q2 2019$3,376,000
+12.0%
30,200
+1.5%
2.19%
+7.7%
Q1 2019$3,013,000
+7.6%
29,765
+3.8%
2.04%
-5.4%
Q4 2018$2,800,000
-10.0%
28,684
+4.1%
2.15%
-1.2%
Q3 2018$3,110,000
+4.7%
27,559
-3.3%
2.18%
+2.0%
Q2 2018$2,971,000
-5.5%
28,509
-0.2%
2.14%
-8.4%
Q1 2018$3,143,000
+1.5%
28,578
-1.3%
2.33%
+4.2%
Q4 2017$3,096,000
+7.4%
28,948
-4.1%
2.24%
+2.3%
Q3 2017$2,884,000
+4.0%
30,199
-0.4%
2.19%
-0.6%
Q2 2017$2,772,000
+4.7%
30,333
+0.7%
2.20%
+2.3%
Q1 2017$2,647,000
-2.5%
30,133
-4.2%
2.15%
-5.5%
Q4 2016$2,715,00031,4652.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders