Bernardo Wealth Planning LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Bernardo Wealth Planning LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$325,494
+39.5%
2,244
+39.9%
0.13%
+38.7%
Q2 2023$233,369
+10.1%
1,604
-1.4%
0.09%
+2.2%
Q1 2023$211,929
-8.0%
1,626
-5.4%
0.09%
-15.7%
Q4 2022$230,402
+1.5%
1,718
-7.5%
0.11%
-15.6%
Q3 2022$227,000
-11.7%
1,858
-18.8%
0.13%
-12.9%
Q2 2022$257,000
-6.9%
2,288
+12.8%
0.15%
+7.3%
Q1 2022$276,000
+27.8%
2,028
+48.4%
0.14%
+30.5%
Q4 2021$216,000
-89.5%
1,367
-91.6%
0.10%
-86.8%
Q4 2020$2,063,000
+36.8%
16,238
+3.7%
0.80%
+17.4%
Q3 2020$1,508,000
+15.6%
15,664
+12.9%
0.68%
-3.1%
Q2 2020$1,304,000
+4.2%
13,872
-0.2%
0.70%
-19.4%
Q1 2020$1,251,000
-29.7%
13,896
+8.8%
0.87%
-19.5%
Q4 2019$1,779,000
+18.4%
12,767
+0.0%
1.08%
-0.8%
Q3 2019$1,502,000
-2.0%
12,764
-6.9%
1.09%
-9.3%
Q2 2019$1,533,000
+9.4%
13,715
-0.9%
1.20%
+8.1%
Q1 2019$1,401,000
+8.0%
13,838
+4.2%
1.11%
-3.2%
Q4 2018$1,297,00013,2831.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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