Holistic Financial Partners - 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
Holistic Financial Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,130,779
+3.9%
14,693
+4.3%
1.42%
-0.6%
Q2 2023$2,049,832
+17.5%
14,094
+5.2%
1.42%
+4.2%
Q1 2023$1,744,982
+8.8%
13,391
+12.0%
1.37%
-4.8%
Q4 2022$1,603,166
+32.4%
11,955
+3.1%
1.44%
+19.7%
Q3 2022$1,211,000
-6.3%
11,593
+1.1%
1.20%
-1.6%
Q2 2022$1,292,000
-27.2%
11,469
-11.9%
1.22%
+8.1%
Q1 2022$1,775,000
-17.6%
13,020
-4.2%
1.13%
-9.6%
Q4 2021$2,153,000
-4.9%
13,595
-1.7%
1.25%
-10.6%
Q3 2021$2,264,000
+5.2%
13,831
-0.0%
1.40%
+8.7%
Q2 2021$2,152,000
+4.0%
13,833
+1.8%
1.28%
-5.9%
Q1 2021$2,069,000
+10.2%
13,590
-8.0%
1.36%
+5.3%
Q4 2020$1,878,000
+27.8%
14,776
-3.2%
1.30%
+10.0%
Q3 2020$1,469,000
+5.2%
15,265
+2.8%
1.18%
-2.3%
Q2 2020$1,397,000
+3.9%
14,849
-0.6%
1.21%
-13.5%
Q1 2020$1,345,000
-36.1%
14,942
-1.0%
1.40%
+10.9%
Q4 2019$2,104,000
+20.5%
15,095
+1.7%
1.26%
-18.8%
Q3 2019$1,746,000
+4.6%
14,842
-0.6%
1.55%
-6.9%
Q2 2019$1,669,000
+10.4%
14,930
-0.0%
1.66%
+161.5%
Q1 2019$1,512,000
+1.8%
14,933
-1.8%
0.64%
-58.9%
Q4 2018$1,485,000
-15.1%
15,213
-1.9%
1.55%
-5.1%
Q3 2018$1,749,000
+10.7%
15,501
+2.2%
1.63%
-9.7%
Q2 2018$1,580,000
-6.3%
15,166
-1.1%
1.81%
+28.6%
Q1 2018$1,686,000
+1.6%
15,328
-1.2%
1.41%
+3.2%
Q4 2017$1,659,00015,5121.36%
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