Verdence Capital Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Verdence Capital Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,109,527
+5.2%
104,189
+5.5%
1.64%
-1.6%
Q2 2023$14,358,883
+15.4%
98,727
+3.4%
1.67%
+10.8%
Q1 2023$12,444,469
-4.0%
95,499
-1.2%
1.50%
-5.6%
Q4 2022$12,962,499
+24.0%
96,663
-3.4%
1.59%
+10.5%
Q3 2022$10,453,000
-3.9%
100,028
+3.5%
1.44%
+2.5%
Q2 2022$10,879,000
-19.3%
96,607
-2.3%
1.41%
-7.9%
Q1 2022$13,482,000
+9.3%
98,896
+26.9%
1.53%
+5.2%
Q4 2021$12,337,000
-2.7%
77,909
+0.5%
1.45%
-12.9%
Q3 2021$12,684,000
+4.1%
77,487
-1.1%
1.67%
-1.3%
Q2 2021$12,188,000
+35.1%
78,361
+32.3%
1.69%
+11.2%
Q1 2021$9,019,000
+13.6%
59,244
-5.2%
1.52%
+0.9%
Q4 2020$7,941,000
+34.6%
62,492
+2.0%
1.51%
+11.4%
Q3 2020$5,899,000
+4.0%
61,280
+1.6%
1.35%
-3.3%
Q2 2020$5,672,000
+6.9%
60,297
+2.3%
1.40%
-12.0%
Q1 2020$5,308,000
-31.9%
58,955
+5.5%
1.59%
-16.8%
Q4 2019$7,794,000
+17.6%
55,908
-0.8%
1.91%
+2.4%
Q3 2019$6,630,000
-1.9%
56,332
-6.8%
1.86%
-4.0%
Q2 2019$6,756,000
-6.3%
60,433
-15.1%
1.94%
-0.6%
Q1 2019$7,209,000
+21.4%
71,210
+17.1%
1.95%
+17.4%
Q4 2018$5,938,000
-15.1%
60,824
-1.8%
1.66%
-4.1%
Q3 2018$6,992,000
+5.9%
61,964
-2.2%
1.74%
+8.0%
Q2 2018$6,605,000
+11.9%
63,390
+18.1%
1.61%
+13.1%
Q1 2018$5,902,000
+89.8%
53,669
+84.6%
1.42%
+91.8%
Q4 2017$3,109,00029,0700.74%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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