Altium Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Altium Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$7,133,000
-15.8%
63,341
+1.9%
0.51%
-5.9%
Q1 2022$8,472,000
-8.1%
62,151
+6.8%
0.55%
-8.1%
Q4 2021$9,217,000
+5.1%
58,203
+8.7%
0.59%
-5.1%
Q3 2021$8,766,000
+7.0%
53,552
+1.7%
0.63%
+4.3%
Q2 2021$8,191,000
-3.4%
52,659
-5.5%
0.60%
-11.8%
Q1 2021$8,483,000
+32.5%
55,727
+10.6%
0.68%
+20.1%
Q4 2020$6,403,000
+26.6%
50,393
-4.1%
0.57%
+7.6%
Q3 2020$5,057,000
-0.2%
52,534
-2.4%
0.53%
-7.6%
Q2 2020$5,065,000
+5.0%
53,849
+0.5%
0.57%
-14.0%
Q1 2020$4,825,000
-23.3%
53,594
+18.7%
0.66%
-12.1%
Q4 2019$6,292,000
+24.3%
45,136
+4.9%
0.75%
+10.4%
Q3 2019$5,063,000
+10.4%
43,023
+4.9%
0.68%
+2.6%
Q2 2019$4,587,000
+15.7%
41,031
+4.8%
0.66%
+5.1%
Q1 2019$3,965,000
+9.7%
39,164
+5.8%
0.63%
-8.4%
Q4 2018$3,613,000
-23.2%
37,008
-11.2%
0.69%
-23.4%
Q3 2018$4,704,000
-5.0%
41,687
-12.2%
0.90%
-31.7%
Q2 2018$4,950,000
+162.6%
47,500
+177.1%
1.32%
+78.3%
Q1 2018$1,885,000
+20.0%
17,142
+16.7%
0.74%
+3.2%
Q4 2017$1,571,00014,6900.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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