Avitas Wealth Management 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
Avitas Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,355,994
-0.6%
50,724
-0.3%
1.40%
+4.6%
Q2 2023$7,399,260
+12.6%
50,875
+0.9%
1.34%
+4.1%
Q1 2023$6,570,230
-3.4%
50,420
-0.6%
1.29%
-10.4%
Q4 2022$6,803,832
+27.7%
50,737
-0.5%
1.44%
+17.6%
Q3 2022$5,328,000
-6.1%
50,982
+1.2%
1.22%
-1.6%
Q2 2022$5,673,000
-12.8%
50,378
+5.5%
1.24%
+5.7%
Q1 2022$6,508,000
-15.0%
47,742
-1.3%
1.17%
-8.6%
Q4 2021$7,658,000
-1.8%
48,361
+1.5%
1.28%
-9.5%
Q3 2021$7,796,000
+4.6%
47,629
-0.6%
1.42%
+7.0%
Q2 2021$7,451,000
+4.2%
47,907
+2.0%
1.33%
-5.3%
Q1 2021$7,148,000
+22.3%
46,958
+2.1%
1.40%
+18.2%
Q4 2020$5,845,000
+34.5%
46,001
+1.9%
1.18%
-2.3%
Q3 2020$4,346,000
+3.2%
45,149
+0.8%
1.21%
-13.4%
Q2 2020$4,213,000
+20.1%
44,795
+15.0%
1.40%
-12.4%
Q1 2020$3,508,000
-54.7%
38,965
-29.8%
1.60%
-19.5%
Q4 2019$7,737,000
+19.1%
55,505
+0.5%
1.98%
+10.6%
Q3 2019$6,498,000
+6.9%
55,211
+1.6%
1.79%
+6.2%
Q2 2019$6,078,000
+10.2%
54,364
-0.2%
1.69%
+5.2%
Q1 2019$5,517,000
+5.1%
54,497
+1.3%
1.61%
-6.8%
Q4 2018$5,251,000
-13.0%
53,794
+0.5%
1.72%
+0.6%
Q3 2018$6,038,000
+12.4%
53,505
+3.8%
1.71%
+2.4%
Q2 2018$5,370,00051,5341.67%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders