Mascoma 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
Mascoma Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$358,634
-10.3%
2,473
-3.6%
0.11%
-8.9%
Q2 2023$399,832
-22.8%
2,565
-31.5%
0.12%
-19.1%
Q1 2023$517,756
+21.6%
3,745
+17.9%
0.15%
+12.6%
Q4 2022$425,859
+24.9%
3,176
-2.8%
0.14%
+14.4%
Q3 2022$341,000
-10.5%
3,266
-3.5%
0.12%
-9.2%
Q2 2022$381,000
-18.4%
3,383
-1.3%
0.13%
-12.8%
Q1 2022$467,000
+15.3%
3,429
+34.1%
0.15%
+6.4%
Q4 2021$405,000
-26.8%
2,558
-24.3%
0.14%
-34.6%
Q3 2021$553,000
+4.9%
3,377
-0.3%
0.21%
-4.9%
Q2 2021$527,000
+10.7%
3,387
+8.3%
0.22%
+9.8%
Q1 2021$476,000
+24.6%
3,128
+4.0%
0.20%
+7.3%
Q4 2020$382,000
+11.0%
3,007
+2.7%
0.19%
-12.0%
Q3 2019$344,000
+5.2%
2,9270.0%0.22%
+5.9%
Q2 2019$327,000
+9.0%
2,927
-1.1%
0.20%
+2.0%
Q1 2019$300,000
+26.1%
2,961
+21.4%
0.20%
+10.4%
Q4 2018$238,000
-13.5%
2,4400.0%0.18%
+0.6%
Q3 2018$275,000
+8.3%
2,4400.0%0.18%
+1.1%
Q2 2018$254,000
-0.8%
2,440
+4.6%
0.18%
+5.9%
Q1 2018$256,000
-4.1%
2,3320.0%0.17%
+3.0%
Q4 2017$267,000
+15.1%
2,332
-4.0%
0.16%
+5.8%
Q3 2017$232,000
+4.0%
2,429
-0.5%
0.16%
+3.3%
Q2 2017$223,000
+7.2%
2,440
+3.1%
0.15%
+0.7%
Q1 2017$208,000
+2.0%
2,3670.0%0.15%
-0.7%
Q4 2016$204,0002,3670.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders