BRANDYWINE OAK PRIVATE WEALTH LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,739,457
-5.0%
25,786
-4.7%
0.44%
-0.2%
Q2 2023$3,935,192
+5.0%
27,057
-6.0%
0.44%
+0.5%
Q1 2023$3,749,153
-4.2%
28,772
-1.4%
0.44%
-9.9%
Q4 2022$3,911,534
+27.3%
29,170
-0.8%
0.49%
+16.5%
Q3 2022$3,073,000
-8.7%
29,414
-1.6%
0.42%
-3.2%
Q2 2022$3,365,000
-17.0%
29,883
+0.5%
0.43%
-6.9%
Q1 2022$4,053,000
-19.5%
29,733
-5.7%
0.46%
-15.8%
Q4 2021$5,033,000
-5.9%
31,534
-3.5%
0.55%
-11.4%
Q3 2021$5,346,000
+8.9%
32,665
+3.5%
0.62%
+8.4%
Q2 2021$4,909,000
+33.8%
31,561
+30.9%
0.57%
+5.9%
Q1 2021$3,670,000
+19.2%
24,112
-0.5%
0.54%
+15.4%
Q4 2020$3,079,000
+32.5%
24,231
+0.4%
0.47%
+20.9%
Q3 2020$2,324,000
+1.1%
24,140
-1.3%
0.39%
-5.1%
Q2 2020$2,299,0000.0%24,447
-4.3%
0.41%
-13.9%
Q1 2020$2,299,000
-40.2%
25,540
-7.4%
0.48%
-32.1%
Q4 2019$3,846,000
+14.8%
27,595
-3.1%
0.70%
+10.2%
Q3 2019$3,350,000
+9.7%
28,467
+4.2%
0.64%
+4.1%
Q2 2019$3,053,000
+13.0%
27,309
+2.3%
0.61%
+8.3%
Q1 2019$2,701,000
+6.9%
26,682
+3.2%
0.56%
-0.9%
Q4 2018$2,527,00025,8640.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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