Aevitas Wealth Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,610 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

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
Aevitas Wealth Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$462,363
+28.8%
3,448
+0.3%
0.27%
+1.5%
Q3 2022$359,000
+5.3%
3,438
+13.6%
0.27%
+16.9%
Q2 2022$341,000
-18.0%
3,027
-0.8%
0.23%
-9.1%
Q1 2022$416,000
-17.8%
3,050
-4.5%
0.25%
-15.6%
Q4 2021$506,000
-0.6%
3,193
+2.8%
0.30%
-7.4%
Q3 2021$509,000
+4.7%
3,107
-0.5%
0.32%
+4.8%
Q2 2021$486,000
+9.5%
3,124
+7.1%
0.31%0.0%
Q1 2021$444,000
+15.3%
2,918
-3.6%
0.31%
+9.9%
Q4 2020$385,000
+51.0%
3,028
+14.1%
0.28%
+34.3%
Q3 2020$255,000
+2.4%
2,654
+0.3%
0.21%
-8.7%
Q2 2020$249,000
+10.7%
2,645
+5.8%
0.23%
-8.7%
Q1 2020$225,000
-35.9%
2,501
-0.7%
0.25%
-23.6%
Q4 2019$351,000
+19.0%
2,518
+0.3%
0.33%
+11.5%
Q3 2019$295,000
-7.5%
2,511
-12.0%
0.30%
-7.8%
Q2 2019$319,000
+13.1%
2,854
+2.2%
0.32%
+27.9%
Q1 2019$282,000
+3.7%
2,793
+0.3%
0.25%
-9.7%
Q4 2018$272,000
-19.0%
2,786
-6.5%
0.28%
-8.6%
Q3 2018$336,000
+16.3%
2,979
+7.4%
0.30%
+8.2%
Q2 2018$289,000
+73.1%
2,775
+82.6%
0.28%
+68.3%
Q1 2018$167,000
+14.4%
1,520
+11.3%
0.17%
+21.0%
Q4 2017$146,0001,3660.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders