SWS Partners - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
SWS Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,378,994
+0.0%
23,300
+0.2%
1.25%
+2.5%
Q2 2023$3,378,022
+5.2%
23,253
-5.6%
1.22%
+1.9%
Q1 2023$3,209,774
+98692.7%
24,632
+1.7%
1.20%
-22.5%
Q4 2022$3,249
-99.9%
24,232
-1.5%
1.54%
+29.4%
Q3 2022$2,571,000
-5.0%
24,604
+2.4%
1.19%
-47.7%
Q2 2022$2,707,000
-20.1%
24,036
-3.0%
2.28%
+2.8%
Q1 2022$3,390,000
-1.9%
24,783
+13.6%
2.22%
+12.9%
Q4 2021$3,454,000
+19.0%
21,814
+23.0%
1.96%
+9.2%
Q3 2021$2,903,000
+11.1%
17,732
+5.5%
1.80%
+5.8%
Q2 2021$2,614,000
-23.8%
16,805
-25.4%
1.70%
-28.0%
Q1 2021$3,431,000
+26.4%
22,539
+5.5%
2.36%
+95.3%
Q4 2020$2,714,000
+27.5%
21,356
-3.4%
1.21%
+13.4%
Q3 2020$2,128,000
+66.4%
22,103
+67.0%
1.07%
-34.6%
Q2 2020$1,279,000
+130.9%
13,236
+115.2%
1.63%
+311.4%
Q1 2020$554,000
-31.4%
6,150
-1.4%
0.40%
-17.2%
Q3 2019$807,000
-3.2%
6,240
-14.2%
0.48%
-9.8%
Q2 2019$834,000
+13.8%
7,274
-3.1%
0.53%
-4.5%
Q4 2018$733,000
-13.9%
7,510
-0.4%
0.56%
+2.8%
Q3 2018$851,000
+8.3%
7,543
+0.0%
0.54%
-2.2%
Q2 2018$786,000
-3.0%
7,542
+0.4%
0.55%
-7.5%
Q1 2018$810,000
+2.3%
7,515
+1.4%
0.60%
+0.3%
Q4 2017$792,0007,4080.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders