Cypress Wealth Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Cypress Wealth Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,434,753
-5.2%
9,893
+0.3%
0.40%0.0%
Q2 2023$1,512,966
+34.8%
9,864
+14.5%
0.40%
+21.0%
Q1 2023$1,122,689
-4.4%
8,616
-1.7%
0.33%
-13.0%
Q4 2022$1,174,938
+33.5%
8,762
+5.5%
0.38%
+26.4%
Q3 2022$880,000
-15.1%
8,306
-9.7%
0.30%
-9.4%
Q2 2022$1,036,000
+37.9%
9,201
+67.0%
0.33%
+61.0%
Q1 2022$751,000
-15.0%
5,509
-1.3%
0.20%
-15.3%
Q4 2021$884,000
-17.9%
5,584
-15.2%
0.24%
-25.1%
Q3 2021$1,077,000
-6.0%
6,582
-10.7%
0.32%
+3.2%
Q2 2021$1,146,000
-28.5%
7,368
-30.0%
0.31%
-6.6%
Q1 2021$1,603,000
+9.5%
10,529
-8.6%
0.34%
+2.4%
Q4 2020$1,464,000
+34.1%
11,523
+1.6%
0.33%
+16.8%
Q3 2020$1,092,000
-72.0%
11,341
-72.6%
0.28%
-69.8%
Q2 2020$3,896,000
+6.9%
41,416
+2.3%
0.93%
-13.6%
Q1 2020$3,646,000
-34.1%
40,499
+2.1%
1.07%
-23.1%
Q4 2019$5,530,000
+18.2%
39,670
-0.2%
1.40%
+8.6%
Q3 2019$4,680,000
+3.8%
39,762
-1.4%
1.28%
-1.3%
Q2 2019$4,510,000
+13.5%
40,342
+2.7%
1.30%
+3.3%
Q1 2019$3,975,000
+8.5%
39,265
+4.6%
1.26%
-13.4%
Q4 2018$3,664,000
-14.6%
37,537
-1.3%
1.45%
-5.3%
Q3 2018$4,292,000
+8.3%
38,0390.0%1.54%
+1.9%
Q2 2018$3,964,000
-5.2%
38,039
+0.1%
1.51%
-15.6%
Q1 2018$4,180,000
+2.3%
38,014
-0.5%
1.78%
+5.2%
Q4 2017$4,085,00038,1961.70%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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