Insight Wealth Strategies, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Insight Wealth Strategies, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,091,164
+7.2%
14,420
+7.5%
0.40%
+8.3%
Q2 2023$1,951,226
+12.0%
13,416
+0.3%
0.37%
+9.1%
Q1 2023$1,742,820
-6.0%
13,374
-3.2%
0.34%
-4.5%
Q4 2022$1,853,523
+33.0%
13,822
+11.6%
0.36%
+38.2%
Q3 2022$1,394,0000.0%12,3800.0%0.26%0.0%
Q2 2022$1,394,000
-1.6%
12,380
+19.1%
0.26%
+23.9%
Q1 2022$1,417,000
+3.1%
10,392
+19.8%
0.21%
+6.6%
Q4 2021$1,374,000
+14.5%
8,677
+18.3%
0.20%
+16.0%
Q3 2021$1,200,000
+11.9%
7,334
+6.4%
0.17%
+11.2%
Q2 2021$1,072,000
-34.5%
6,890
-35.9%
0.15%
-30.6%
Q1 2021$1,637,000
+69.3%
10,752
+41.3%
0.22%
+33.5%
Q4 2020$967,000
+35.2%
7,609
+2.4%
0.16%
+23.3%
Q3 2020$715,000
+58.9%
7,429
+55.3%
0.13%
+33.0%
Q2 2020$450,000
+4.4%
4,783
-0.1%
0.10%
-13.0%
Q1 2020$431,000
-59.7%
4,788
-37.5%
0.12%
-49.1%
Q4 2019$1,069,000
+184.3%
7,666
+139.9%
0.23%
+156.8%
Q3 2019$376,000
+9.3%
3,196
+3.8%
0.09%
+4.8%
Q2 2019$344,000
+11.0%
3,080
+0.7%
0.08%
-3.4%
Q1 2019$310,000
-43.0%
3,059
-45.1%
0.09%
-47.9%
Q4 2018$544,0005,5720.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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