KILEY JUERGENS WEALTH MANAGEMENT, 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,935,985
-2.4%
13,350
-2.1%
0.70%
+2.2%
Q2 2023$1,984,249
+12.4%
13,643
+0.7%
0.68%
+3.6%
Q1 2023$1,765,140
-0.2%
13,546
+2.7%
0.66%
-11.1%
Q4 2022$1,769,503
+28.0%
13,195
-0.3%
0.74%
+14.2%
Q3 2022$1,382,000
+0.5%
13,231
+8.3%
0.65%
-0.2%
Q2 2022$1,375,000
-16.4%
12,219
+17.7%
0.65%
+4.3%
Q4 2021$1,644,000
+59.6%
10,383
-9.3%
0.62%
-41.2%
Q1 2020$1,030,000
-36.7%
11,451
-1.9%
1.06%
-25.6%
Q4 2019$1,626,000
+24.3%
11,669
+4.9%
1.43%
-0.3%
Q3 2019$1,308,000
+7.9%
11,121
+2.6%
1.43%
+5.0%
Q2 2019$1,212,000
+10.6%
10,841
+0.1%
1.36%
-0.1%
Q1 2019$1,096,000
+11.8%
10,835
+7.9%
1.36%
-0.5%
Q4 2018$980,000
+60.9%
10,040
+85.8%
1.37%
+201.5%
Q3 2018$609,000
+27.7%
5,405
+18.0%
0.46%
+6.8%
Q2 2018$477,000
+37.5%
4,581
+44.8%
0.43%
+13.0%
Q1 2018$347,000
+81.7%
3,164
+76.6%
0.38%
+119.2%
Q4 2017$191,0001,7920.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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