Principle Wealth Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Principle Wealth Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$51,247,267
-0.1%
353,381
+0.2%
5.15%
-0.0%
Q2 2023$51,273,172
+11.2%
352,538
-0.4%
5.15%
+4.5%
Q1 2023$46,117,622
-2.9%
353,907
-0.0%
4.93%
-8.4%
Q4 2022$47,477,842
+29.4%
354,048
+0.8%
5.38%
+55.5%
Q3 2022$36,687,000
-4.6%
351,067
+2.8%
3.46%
-25.3%
Q2 2022$38,464,000
-16.6%
341,566
+1.0%
4.63%
-4.5%
Q1 2022$46,113,000
-13.0%
338,271
+1.1%
4.85%
-12.9%
Q4 2021$52,998,000
-3.2%
334,689
+0.0%
5.56%
-12.0%
Q3 2021$54,770,000
+5.4%
334,598
+0.1%
6.32%
+7.2%
Q2 2021$51,971,000
+2.0%
334,135
-0.2%
5.90%
-0.9%
Q1 2021$50,947,000
+20.4%
334,668
+0.5%
5.96%
+6.8%
Q4 2020$42,322,000
+1058.6%
333,061
+777.8%
5.58%
+447.7%
Q3 2020$3,653,000
+4.6%
37,941
+2.2%
1.02%
-0.7%
Q2 2020$3,491,000
+4.3%
37,116
-0.1%
1.02%
-18.4%
Q1 2020$3,347,000
-27.6%
37,171
+12.2%
1.26%
-14.8%
Q4 2019$4,620,000
+17.2%
33,144
-1.1%
1.48%
+8.2%
Q3 2019$3,943,000
+36.0%
33,504
+29.2%
1.36%
-8.6%
Q2 2019$2,900,000
+18.4%
25,938
+7.2%
1.49%
+6.5%
Q1 2019$2,449,000
+8.7%
24,192
+4.9%
1.40%
-25.9%
Q4 2018$2,252,00023,0641.89%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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