Centric Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Centric Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$572,089
+0.0%
3,945
+0.1%
0.24%
+4.8%
Q2 2023$572,079
+11.1%
3,941
-0.2%
0.23%
+2.2%
Q1 2023$514,758
-2.6%
3,950
+0.3%
0.22%
-16.8%
Q4 2022$528,399
-5.5%
3,940
-26.4%
0.27%
+20.7%
Q3 2022$559,000
-10.1%
5,353
-3.1%
0.22%
-2.6%
Q2 2022$622,000
-16.4%
5,524
+1.2%
0.23%
-3.0%
Q1 2022$744,000
-15.3%
5,457
-1.6%
0.24%
-18.7%
Q4 2021$878,000
+11.0%
5,547
+14.8%
0.29%
-0.7%
Q3 2021$791,000
+1.2%
4,830
-4.0%
0.29%
+7.4%
Q2 2021$782,000
-4.3%
5,029
-6.3%
0.27%
+16.3%
Q1 2021$817,000
+19.8%
5,367
-0.0%
0.23%
+9.4%
Q4 2020$682,000
+43.9%
5,368
+28.3%
0.21%
-40.3%
Q3 2020$474,000
+48.1%
4,185
+23.2%
0.36%
+112.5%
Q2 2020$320,000
-32.5%
3,397
-18.8%
0.17%
-52.9%
Q1 2020$474,0000.0%4,1850.0%0.36%0.0%
Q3 2019$474,000
+5.3%
4,185
+4.0%
0.36%
-8.9%
Q2 2019$450,000
+2.7%
4,023
-7.0%
0.39%
-3.2%
Q1 2019$438,000
+7.9%
4,325
+4.0%
0.40%
+13.4%
Q4 2018$406,0004,1580.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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