Strategic Family Wealth Counselors, L.L.C. - 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
Strategic Family Wealth Counselors, L.L.C. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$512,651
-0.7%
3,535
-0.4%
0.25%
+3.8%
Q2 2023$516,318
+35.4%
3,550
+21.3%
0.24%
+30.9%
Q1 2023$381,288
-2.5%
2,926
+0.4%
0.18%
-6.7%
Q4 2022$390,902
+33.4%
2,915
+3.9%
0.19%
+34.7%
Q3 2022$293,000
-3.0%
2,805
+4.5%
0.14%
-0.7%
Q2 2022$302,000
-14.7%
2,685
+3.3%
0.14%
+1.4%
Q1 2022$354,000
-14.1%
2,6000.0%0.14%
+8.3%
Q4 2021$412,000
-3.3%
2,6000.0%0.13%
-9.6%
Q3 2021$426,000
+71.1%
2,600
+62.5%
0.15%
+80.2%
Q2 2021$249,000
+2.0%
1,6000.0%0.08%
-12.0%
Q1 2021$244,000
+22.0%
1,600
-24.7%
0.09%
-27.0%
Q2 2020$200,000
-36.5%
2,126
-5.9%
0.13%
-50.4%
Q4 2019$315,000
+18.9%
2,260
+0.2%
0.25%
+27.0%
Q3 2019$265,000
+5.6%
2,255
+0.2%
0.20%
+3.1%
Q2 2019$251,000
+10.6%
2,250
+0.3%
0.19%
+5.4%
Q1 2019$227,000
+3.7%
2,244
+0.3%
0.18%
-25.8%
Q4 2018$219,0002,2380.25%
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