Omnia Family Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Omnia Family Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$703,057
-4.5%
4,848
-4.3%
0.44%
-12.8%
Q2 2023$736,508
+13.0%
5,064
+1.2%
0.50%
-0.2%
Q1 2023$651,941
-1.7%
5,003
+1.2%
0.50%
-6.7%
Q4 2022$662,990
+25.3%
4,944
-2.3%
0.54%
+23.4%
Q3 2022$529,000
-7.4%
5,062
-0.2%
0.44%
+3.6%
Q2 2022$571,000
-20.5%
5,072
-3.7%
0.42%
-11.9%
Q1 2022$718,000
-15.4%
5,268
-1.8%
0.48%
-7.6%
Q4 2021$849,000
-3.3%
5,3630.0%0.52%
-14.6%
Q3 2021$878,000
+4.5%
5,363
-0.6%
0.60%
+12.5%
Q2 2021$840,000
+2.9%
5,398
+0.7%
0.54%
-11.2%
Q1 2021$816,000
-99.9%
5,363
+1.1%
0.60%
-1.6%
Q4 2020$674,233,000
+144275.4%
5,306
+9.4%
0.62%
+37.9%
Q3 2020$467,000
-99.9%
4,852
-6.0%
0.45%
-6.3%
Q2 2020$485,726,000
+77368.3%
5,164
-25.8%
0.48%
-27.0%
Q1 2020$627,000
-29.2%
6,960
+9.7%
0.65%
+60.6%
Q4 2019$885,000
+51.5%
6,347
+27.9%
0.41%
-4.7%
Q3 2019$584,000
+5.2%
4,9640.0%0.43%
+52.1%
Q2 2019$555,000
+10.1%
4,964
-0.3%
0.28%
+12.9%
Q1 2019$504,000
+3.9%
4,978
+0.3%
0.25%
-5.3%
Q4 2018$485,000
-13.4%
4,9640.0%0.26%
+2.3%
Q3 2018$560,000
+1.1%
4,964
-6.6%
0.26%
-1.2%
Q2 2018$554,000
-5.1%
5,3150.0%0.26%
-3.4%
Q1 2018$584,000
-7.7%
5,315
-10.2%
0.27%
-7.6%
Q4 2017$633,000
+22.2%
5,916
+9.1%
0.29%
+15.5%
Q3 2017$518,000
-1.0%
5,421
-5.3%
0.25%
+0.4%
Q2 2017$523,000
+9.9%
5,726
+5.8%
0.25%
+8.2%
Q1 2017$476,000
+1.9%
5,4140.0%0.23%
-0.4%
Q4 2016$467,0005,4140.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders