Pinnacle Wealth Planning Services, Inc. - 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
Pinnacle Wealth Planning Services, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,639,727
-0.7%
18,203
-0.5%
0.44%
+1.2%
Q2 2023$2,659,443
+19.9%
18,286
+7.4%
0.43%
+16.5%
Q1 2023$2,218,463
+2.8%
17,025
+5.8%
0.37%
-3.7%
Q4 2022$2,157,468
+13.0%
16,089
-11.9%
0.38%
+8.5%
Q3 2022$1,909,000
+36.4%
18,264
+46.9%
0.35%
+40.1%
Q2 2022$1,400,000
-80.0%
12,430
-75.8%
0.25%
-80.2%
Q1 2022$6,995,000
+210.1%
51,317
+260.2%
1.27%
+188.9%
Q4 2021$2,256,000
-7.5%
14,246
-4.3%
0.44%
-18.2%
Q3 2021$2,438,000
+8.1%
14,893
+2.7%
0.54%
+2.9%
Q2 2021$2,255,000
+2.0%
14,499
-0.1%
0.52%
-7.6%
Q1 2021$2,210,000
+40.3%
14,519
+17.1%
0.57%
+50.8%
Q4 2020$1,575,000
+33.7%
12,400
+1.3%
0.38%
-3.3%
Q3 2020$1,178,000
+8.5%
12,238
+6.0%
0.39%
+10.2%
Q2 2020$1,086,000
-21.5%
11,548
-24.8%
0.35%
-46.3%
Q1 2020$1,383,000
-23.6%
15,364
+18.2%
0.66%
-22.9%
Q4 2019$1,811,000
+42.8%
12,996
+20.6%
0.85%
+23.5%
Q3 2019$1,268,000
+34.6%
10,775
+27.8%
0.69%
+21.5%
Q2 2019$942,000
+48.8%
8,428
+34.8%
0.57%
+33.6%
Q1 2019$633,000
-14.6%
6,251
-17.5%
0.42%
-10.3%
Q4 2018$741,000
-14.4%
7,581
-1.2%
0.47%
-40.2%
Q3 2018$866,000
-0.8%
7,674
-8.4%
0.79%
-6.6%
Q2 2018$873,000
-3.2%
8,382
+2.2%
0.85%
-8.6%
Q1 2018$902,000
+237.8%
8,202
+228.5%
0.93%
+70.6%
Q4 2017$267,0002,4970.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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