EverSource Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
EverSource Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,879,166
-3.0%
26,749
-2.7%
0.41%
-6.8%
Q2 2023$4,000,166
+22.0%
27,504
+9.3%
0.44%
+8.1%
Q1 2023$3,279,543
-8.0%
25,167
-5.3%
0.41%
-24.4%
Q4 2022$3,564,945
+30.7%
26,584
+1.8%
0.54%
-13.6%
Q3 2022$2,728,000
+38.7%
26,105
+49.4%
0.62%
+23.3%
Q2 2022$1,967,000
-7.7%
17,473
+11.8%
0.51%
-6.1%
Q1 2022$2,131,000
-0.2%
15,634
+16.0%
0.54%
-9.7%
Q4 2021$2,135,00013,4790.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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