Geneos Wealth Management Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Geneos Wealth Management Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,602,865
+2.5%
52,426
+2.8%
0.39%
+0.8%
Q2 2023$7,416,168
+27.2%
50,991
+14.0%
0.39%
+9.6%
Q1 2023$5,828,392
-20.7%
44,727
-18.4%
0.35%
-20.4%
Q4 2022$7,347,904
+12.2%
54,794
-12.6%
0.44%
-1.3%
Q3 2022$6,550,000
-34.1%
62,680
-28.1%
0.45%
-8.1%
Q2 2022$9,946,000
-11.8%
87,212
+5.4%
0.49%
+1.4%
Q1 2022$11,278,000
-17.8%
82,733
-4.5%
0.48%
-7.3%
Q4 2021$13,722,000
-8.6%
86,633
-3.5%
0.52%
-9.2%
Q3 2021$15,015,000
+12.2%
89,812
+4.7%
0.58%
+10.2%
Q2 2021$13,379,000
-21.1%
85,747
-22.3%
0.52%
+10.1%
Q1 2021$16,965,000
+19.2%
110,298
-1.0%
0.47%
-17.1%
Q4 2020$14,233,000
+77.2%
111,356
+29.6%
0.57%
+37.5%
Q3 2020$8,034,000
+3.4%
85,923
+2.4%
0.42%
-3.7%
Q2 2020$7,768,000
+87.5%
83,905
+84.6%
0.43%
+55.4%
Q1 2020$4,143,000
-32.5%
45,464
+3.1%
0.28%
-15.0%
Q4 2019$6,136,000
+21.2%
44,103
+2.6%
0.33%
+8.3%
Q3 2019$5,061,000
-0.2%
42,999
-5.2%
0.30%
-4.1%
Q2 2019$5,071,000
+8.5%
45,337
-1.8%
0.32%
+2.3%
Q1 2019$4,675,000
+5.9%
46,188
+1.3%
0.31%
-5.8%
Q4 2018$4,416,000
-12.3%
45,611
+2.2%
0.33%
-2.4%
Q3 2018$5,033,000
+19.0%
44,609
+9.9%
0.34%
+1.5%
Q2 2018$4,229,000
-7.4%
40,592
-2.2%
0.33%
-17.3%
Q1 2018$4,565,000
-3.7%
41,514
-6.4%
0.40%
-5.9%
Q4 2017$4,742,000
+25.8%
44,346
+12.4%
0.42%
+13.4%
Q3 2017$3,769,000
-15.3%
39,464
-19.0%
0.37%
-18.2%
Q2 2017$4,451,000
+44.2%
48,703
+38.6%
0.46%
+42.4%
Q1 2017$3,086,000
+0.9%
35,134
-0.8%
0.32%
-20.3%
Q4 2016$3,057,000
+28.1%
35,428
-1.2%
0.40%
+25.5%
Q3 2016$2,387,000
+8.1%
35,861
-0.6%
0.32%0.0%
Q2 2016$2,209,000
+5.8%
36,068
+2.4%
0.32%
+0.6%
Q1 2016$2,087,00035,2240.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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