Dougherty Wealth Advisers 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
Dougherty Wealth Advisers LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$532,803
-0.3%
3,6740.0%0.62%
-15.8%
Q2 2023$534,347
+11.6%
3,6740.0%0.73%
+1.4%
Q1 2023$478,759
-2.8%
3,6740.0%0.72%
-10.6%
Q4 2022$492,683
+28.3%
3,6740.0%0.81%
+6.4%
Q3 2022$384,000
-7.2%
3,6740.0%0.76%
-1.7%
Q2 2022$414,000
-17.4%
3,6740.0%0.77%
+2.2%
Q1 2022$501,000
-13.9%
3,6740.0%0.76%
-7.0%
Q4 2021$582,000
-3.2%
3,6740.0%0.81%
-9.1%
Q3 2021$601,000
+5.3%
3,6740.0%0.89%
+6.0%
Q2 2021$571,000
+2.1%
3,6740.0%0.84%0.0%
Q1 2021$559,000
+19.7%
3,6740.0%0.84%
+14.9%
Q4 2020$467,000
+31.9%
3,6740.0%0.73%
-39.9%
Q3 2020$354,000
+2.3%
3,674
-0.2%
1.22%
-3.5%
Q2 2020$346,000
+4.5%
3,681
+0.2%
1.27%
-3.9%
Q1 2020$331,000
-35.4%
3,6740.0%1.32%
-15.8%
Q4 2019$512,000
+18.5%
3,6740.0%1.56%
+10.1%
Q3 2019$432,000
-10.9%
3,674
-15.2%
1.42%
+3.7%
Q2 2019$485,000
+30.4%
4,334
+18.0%
1.37%
+8.6%
Q1 2019$372,000
-16.2%
3,674
-15.2%
1.26%
-13.7%
Q4 2018$444,0004,3341.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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