Ullmann Wealth Partners Group, 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
Ullmann Wealth Partners Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$778,423
+14.4%
5,368
+14.7%
0.14%
+6.6%
Q2 2023$680,682
+11.4%
4,680
-0.2%
0.14%
-2.2%
Q1 2023$611,260
+1.3%
4,691
+4.2%
0.14%
-6.1%
Q4 2022$603,644
+36.6%
4,501
+6.3%
0.15%
+21.3%
Q3 2022$442,000
-3.9%
4,234
+3.7%
0.12%
-2.4%
Q2 2022$460,000
-16.5%
4,081
+0.9%
0.12%
-11.3%
Q1 2022$551,000
-13.0%
4,044
+1.1%
0.14%
-16.6%
Q4 2021$633,000
-3.4%
3,9990.0%0.17%
-34.7%
Q3 2021$655,000
+6.0%
3,999
+0.6%
0.26%
+1.6%
Q2 2021$618,000
+2.1%
3,9740.0%0.26%
-5.2%
Q1 2021$605,000
+19.8%
3,9740.0%0.27%
+6.3%
Q4 2020$505,000
+31.9%
3,9740.0%0.25%
+15.0%
Q3 2020$383,000
+5.2%
3,974
+2.6%
0.22%
-1.8%
Q2 2020$364,000
-21.7%
3,874
-2.0%
0.22%
-21.7%
Q3 2019$465,000
-1.9%
3,953
-6.9%
0.29%
-3.4%
Q2 2019$474,000
+7.5%
4,245
-2.6%
0.30%
+4.2%
Q1 2019$441,000
+16.7%
4,358
+12.7%
0.28%
+1.8%
Q4 2018$378,000
+1.3%
3,868
+16.9%
0.28%
+12.5%
Q3 2018$373,000
+6.3%
3,310
-2.0%
0.25%
+2.1%
Q2 2018$351,000
-5.4%
3,3770.0%0.24%
-7.3%
Q1 2018$371,000
-2.9%
3,377
-4.2%
0.26%0.0%
Q4 2017$382,000
+25.7%
3,525
-22.8%
0.26%
-13.8%
Q3 2017$304,000
-27.6%
4,567
-0.8%
0.30%
+0.7%
Q2 2017$420,000
+183.8%
4,606
+172.7%
0.30%
+145.5%
Q1 2017$148,0001,6890.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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