Great Point Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Great Point Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$818,154
-0.6%
5,642
-0.3%
0.24%
-0.8%
Q2 2023$823,141
+13.8%
5,660
+2.0%
0.25%
+7.9%
Q1 2023$723,307
-2.8%
5,5510.0%0.23%
-8.4%
Q4 2022$744,344
+26.2%
5,551
-1.8%
0.25%
+13.6%
Q3 2022$590,000
-10.5%
5,651
-3.4%
0.22%
-5.6%
Q2 2022$659,000
-6.0%
5,851
+13.8%
0.23%
+6.9%
Q1 2022$701,000
-13.9%
5,1410.0%0.22%
-12.4%
Q4 2021$814,000
-3.2%
5,1410.0%0.25%
-13.8%
Q3 2021$841,000
+5.1%
5,1410.0%0.29%
+3.6%
Q2 2021$800,000
+2.2%
5,1410.0%0.28%
-7.0%
Q1 2021$783,000
+19.9%
5,1410.0%0.30%
+7.1%
Q4 2020$653,000
+35.2%
5,1410.0%0.28%
+12.4%
Q3 2020$483,0000.0%5,1410.0%0.25%0.0%
Q2 2020$483,000
+3.4%
5,141
-0.9%
0.25%
-36.2%
Q1 2020$467,000
-34.8%
5,188
+0.9%
0.39%
-12.0%
Q4 2019$716,000
+18.3%
5,1410.0%0.44%
+7.5%
Q3 2019$605,000
+0.5%
5,141
-4.6%
0.41%
-15.2%
Q2 2019$602,000
+15.8%
5,391
+4.9%
0.49%
+10.0%
Q1 2019$520,000
+3.8%
5,1410.0%0.44%
-6.8%
Q4 2018$501,0005,1410.47%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders