Sargent Investment Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Sargent Investment Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,965,862
+14.2%
27,347
+14.6%
0.96%
+13.3%
Q2 2023$3,471,665
+22.5%
23,870
+9.7%
0.84%
+12.9%
Q1 2023$2,832,944
-9.6%
21,765
-6.8%
0.75%
-23.2%
Q4 2022$3,132,588
+28.5%
23,360
+3.7%
0.97%
+28.2%
Q3 2022$2,437,000
-3.8%
22,534
+0.2%
0.76%
-3.1%
Q2 2022$2,534,000
-16.7%
22,500
+0.8%
0.78%
+2.1%
Q1 2022$3,043,000
-7.3%
22,320
+7.6%
0.77%
+2.4%
Q4 2021$3,284,000
+1.0%
20,738
+4.4%
0.75%
-5.2%
Q3 2021$3,251,000
+8.6%
19,863
+3.2%
0.79%
+11.1%
Q2 2021$2,994,000
+3.2%
19,252
+1.1%
0.71%
-6.9%
Q1 2021$2,900,000
+31.1%
19,049
+9.4%
0.76%
+9.3%
Q4 2020$2,212,000
+32.9%
17,409
+0.7%
0.70%
+15.3%
Q3 2020$1,664,000
+17.7%
17,282
+14.0%
0.61%
+14.1%
Q2 2020$1,414,000
+5.4%
15,161
+1.7%
0.53%
-13.9%
Q1 2020$1,342,000
-57.3%
14,906
-33.9%
0.62%
+4.9%
Q4 2019$3,141,000
+135.5%
22,536
+98.8%
0.59%
-1.8%
Q3 2019$1,334,000
-26.8%
11,338
-30.4%
0.60%
-28.0%
Q2 2019$1,822,000
+11.3%
16,298
+0.8%
0.83%
+5.6%
Q1 2019$1,637,000
+7.3%
16,168
+3.5%
0.79%
-15.9%
Q4 2018$1,525,00015,6180.94%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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