Measured Wealth Private Client Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Measured Wealth Private Client Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$439,266
-0.3%
3,0290.0%0.18%
+6.0%
Q2 2023$440,538
+10.9%
3,029
-0.7%
0.17%
+9.2%
Q1 2023$397,315
-7.6%
3,049
-5.0%
0.15%
-13.6%
Q4 2022$430,193
+25.1%
3,208
-2.5%
0.18%
+16.4%
Q3 2022$344,000
-32.4%
3,289
-27.2%
0.15%
-32.4%
Q2 2022$509,000
-7.8%
4,518
+11.7%
0.22%
+10.8%
Q1 2022$552,000
-20.9%
4,046
-8.2%
0.20%
-17.8%
Q4 2021$698,000
-3.3%
4,4080.0%0.25%
-11.2%
Q3 2021$722,000
-9.9%
4,408
-14.5%
0.28%
+9.0%
Q2 2021$801,000
+2.4%
5,153
+0.3%
0.26%
-7.9%
Q1 2021$782,000
+37.2%
5,140
+14.6%
0.28%
+16.9%
Q4 2020$570,000
+3.6%
4,484
-21.5%
0.24%
-10.9%
Q3 2020$550,000
+29.1%
5,713
+26.3%
0.27%
+6.8%
Q2 2020$426,000
+46.9%
4,525
+40.4%
0.25%
+10.2%
Q1 2020$290,000
-42.0%
3,223
-10.1%
0.23%
-32.1%
Q4 2019$500,000
-4.4%
3,585
-19.3%
0.33%
-1.5%
Q3 2019$523,000
-49.6%
4,440
-52.6%
0.34%
-43.6%
Q2 2019$1,038,000
+3.3%
9,372
-5.6%
0.60%
-3.2%
Q1 2019$1,005,000
+24.7%
9,927
+20.2%
0.62%
-15.3%
Q4 2018$806,000
-14.4%
8,259
-0.7%
0.73%
+29.4%
Q3 2018$942,000
+9.3%
8,318
+0.5%
0.56%
-19.5%
Q2 2018$862,0008,2800.70%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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