VisionPoint Advisory Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
VisionPoint Advisory Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,551,359
+8.5%
24,489
+8.8%
1.52%
+13.7%
Q2 2023$3,273,995
+24.0%
22,511
+14.4%
1.34%
+15.0%
Q1 2023$2,639,616
+12.3%
19,681
+19.4%
1.16%
+19.8%
Q4 2022$2,350,409
+751.6%
16,486
+524.9%
0.97%
+630.8%
Q3 2022$276,000
+27.8%
2,638
+47.0%
0.13%
+56.5%
Q2 2022$216,000
-70.6%
1,795
-71.1%
0.08%
-75.0%
Q1 2022$734,000
-36.3%
6,218
-17.7%
0.34%
-32.5%
Q4 2021$1,153,000
-5.4%
7,557
+4.2%
0.50%
-7.4%
Q3 2021$1,219,000
-11.7%
7,253
-18.3%
0.54%
-11.5%
Q2 2021$1,381,000
-21.8%
8,878
-23.5%
0.62%
-27.3%
Q1 2021$1,766,000
+16.3%
11,599
-3.0%
0.85%
+10.4%
Q4 2020$1,519,000
+633.8%
11,954
+468.7%
0.77%
+811.9%
Q2 2020$207,000
-59.8%
2,102
-63.2%
0.08%
-65.1%
Q1 2020$515,000
-46.1%
5,719
-16.5%
0.24%
-39.3%
Q4 2019$955,000
-9.4%
6,851
-25.5%
0.40%
+37.4%
Q3 2019$1,054,000
-72.0%
9,197
-72.6%
0.29%
-73.2%
Q2 2019$3,758,000
+14.7%
33,611
+3.9%
1.08%
+17.3%
Q1 2019$3,275,000
+371.9%
32,349
+354.7%
0.92%
+308.9%
Q4 2018$694,0007,1140.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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