Avondale Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Avondale Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$235,658
-31.8%
1,625
-31.6%
0.21%
-28.6%
Q2 2023$345,420
-26.9%
2,375
-34.5%
0.29%
-28.9%
Q1 2023$472,374
-2.2%
3,625
+0.7%
0.41%
-2.6%
Q4 2022$482,760
+0.4%
3,600
-21.7%
0.42%
-20.2%
Q3 2022$481,000
-12.4%
4,600
-5.6%
0.52%
-17.6%
Q2 2022$549,000
+7.4%
4,875
+30.0%
0.64%
+6.2%
Q1 2022$511,000
+7.6%
3,750
+25.0%
0.60%
+24.7%
Q4 2021$475,000
-43.1%
3,000
-41.2%
0.48%
-41.0%
Q3 2021$835,000
+19.3%
5,100
+13.3%
0.82%
+24.6%
Q2 2021$700,000
+3233.3%
4,500
+1873.7%
0.65%
+2080.0%
Q2 2020$21,0000.0%2280.0%0.03%
-9.1%
Q1 2020$21,000
-34.4%
2280.0%0.03%
-29.8%
Q4 2019$32,000
+18.5%
2280.0%0.05%
+4.4%
Q3 2019$27,000
+8.0%
2280.0%0.04%
+150.0%
Q2 2019$25,000
-41.9%
228
-46.7%
0.02%
-45.5%
Q1 2019$43,000
+2.4%
4280.0%0.03%
-5.7%
Q4 2018$42,000
-12.5%
4280.0%0.04%
-22.2%
Q3 2018$48,000
+6.7%
4280.0%0.04%
+21.6%
Q2 2018$45,000
-4.3%
4280.0%0.04%
-5.1%
Q1 2018$47,000
+2.2%
4280.0%0.04%
-2.5%
Q4 2017$46,0004280.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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