Legacy Financial Strategies, 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
Legacy Financial Strategies, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$458,039
-0.5%
3,1650.0%0.15%
-4.5%
Q2 2023$460,318
+39.8%
3,165
+25.3%
0.15%
+26.2%
Q1 2023$329,163
-1.5%
2,526
+1.3%
0.12%
-11.6%
Q4 2022$334,311
+50.6%
2,493
+17.3%
0.14%
+34.0%
Q3 2022$222,000
-16.2%
2,125
-9.7%
0.10%
-21.4%
Q2 2022$265,000
-1.1%
2,354
+19.9%
0.13%
+14.9%
Q1 2022$268,000
-2.2%
1,963
+13.6%
0.11%
-3.4%
Q4 2021$274,000
-3.2%
1,7280.0%0.12%
-11.3%
Q3 2021$283,000
+5.6%
1,728
+0.5%
0.13%
+3.9%
Q2 2021$268,000
+2.3%
1,7200.0%0.13%
-7.9%
Q1 2021$262,000
+19.6%
1,7200.0%0.14%
+24.1%
Q4 2020$219,000
-41.8%
1,720
-36.2%
0.11%
-63.0%
Q4 2019$376,000
+5.6%
2,697
-4.1%
0.30%
-4.4%
Q3 2019$356,000
+47.1%
2,811
+32.7%
0.32%
+40.3%
Q2 2019$242,000
+15.2%
2,118
+2.3%
0.23%
+26.3%
Q1 2019$210,000
+2.4%
2,070
-1.7%
0.18%
-11.8%
Q4 2018$205,000
-33.2%
2,105
-28.5%
0.20%
-26.2%
Q2 2018$307,000
-6.7%
2,943
-1.6%
0.28%
-14.3%
Q1 2018$329,000
+7.2%
2,991
+4.2%
0.32%
-1.8%
Q4 2017$307,0002,8700.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders