Selective Wealth Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Selective Wealth Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$510,708
+3.8%
2,979
-13.2%
0.26%
-4.8%
Q3 2023$492,113
-11.6%
3,433
-10.5%
0.27%
-2.9%
Q2 2023$556,633
-13.5%
3,835
-19.5%
0.28%
-18.2%
Q4 2022$643,387
-9.8%
4,763
-30.2%
0.34%
+11.1%
Q3 2022$713,000
-48.2%
6,823
-44.2%
0.31%
-37.6%
Q2 2022$1,377,000
-18.5%
12,227
-1.4%
0.49%
-20.1%
Q1 2022$1,690,000
-28.2%
12,400
-16.6%
0.61%
-36.2%
Q4 2021$2,355,000
-7.1%
14,872
-3.9%
0.96%
-28.4%
Q3 2021$2,534,000
-30.3%
15,483
-33.7%
1.34%
-53.6%
Q2 2021$3,634,000
-14.4%
23,363
-16.2%
2.90%
-25.0%
Q1 2021$4,246,000
+5.8%
27,894
-11.7%
3.86%
+49.0%
Q4 2020$4,015,000
+45.8%
31,593
+10.5%
2.59%
+20.1%
Q3 2020$2,753,000
+3.1%
28,592
+0.7%
2.16%
-2.4%
Q2 2020$2,669,000
+6409.8%
28,380
+6123.7%
2.21%
+3354.7%
Q1 2020$41,000
-35.9%
4560.0%0.06%
-16.9%
Q4 2019$64,000
+18.5%
456
+0.2%
0.08%
+4.1%
Q3 2019$54,0004550.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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