CRA Financial Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
CRA Financial Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,450,376
-1.6%
10,001
-1.3%
0.40%
+0.3%
Q2 2023$1,474,219
+13.4%
10,136
+1.6%
0.40%
+3.1%
Q1 2023$1,300,191
+1.0%
9,978
+3.9%
0.39%
-8.3%
Q4 2022$1,287,182
+30.7%
9,599
+1.9%
0.42%
+18.9%
Q3 2022$985,000
+5.2%
9,424
+13.3%
0.35%
+10.3%
Q2 2022$936,000
-29.3%
8,315
-14.3%
0.32%
-19.3%
Q1 2022$1,323,000
+11.7%
9,704
+29.8%
0.40%
+13.1%
Q4 2021$1,184,000
+16.4%
7,477
+20.4%
0.35%
+2.3%
Q3 2021$1,017,000
+15.6%
6,210
+9.8%
0.34%
+12.4%
Q2 2021$880,000
+4.4%
5,655
+2.1%
0.31%
-6.1%
Q1 2021$843,000
+22.0%
5,538
+1.9%
0.33%
+12.4%
Q4 2020$691,000
+37.9%
5,437
+4.5%
0.29%
+21.3%
Q3 2020$501,000
-6.7%
5,204
-8.9%
0.24%
-15.8%
Q2 2020$537,000
+2.7%
5,710
-1.7%
0.28%
-15.2%
Q1 2020$523,000
-29.0%
5,807
+9.8%
0.34%
-16.7%
Q4 2019$737,000
+18.5%
5,289
+0.1%
0.40%
+6.9%
Q3 2019$622,000
-9.5%
5,284
-13.9%
0.38%
-9.0%
Q2 2019$687,000
+12.4%
6,139
+1.8%
0.41%
+3.8%
Q1 2019$611,000
+5.5%
6,032
+1.8%
0.40%
-4.8%
Q4 2018$579,0005,9270.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders