Wolff Financial Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
Wolff Financial Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$465
-0.6%
3,209
-0.2%
0.16%
-61.0%
Q2 2023$468
+11.7%
3,2160.0%0.41%
+179.5%
Q1 2023$419
-2.8%
3,2160.0%0.15%
-8.2%
Q4 2022$431
-99.9%
3,216
-0.5%
0.16%
+3.2%
Q3 2022$337,000
-7.4%
3,2330.0%0.15%
-4.9%
Q2 2022$364,000
-17.5%
3,2330.0%0.16%
-7.4%
Q1 2022$441,000
-13.9%
3,2330.0%0.18%
-9.8%
Q4 2021$512,000
-2.7%
3,233
+0.5%
0.19%
-57.5%
Q3 2021$526,000
+7.6%
3,216
+0.2%
0.46%
+104.0%
Q1 2021$489,000
+19.9%
3,2090.0%0.22%
+4.7%
Q4 2020$408,000
+32.0%
3,2090.0%0.21%
+16.9%
Q3 2020$309,000
+1.6%
3,209
-0.8%
0.18%
-5.2%
Q2 2020$304,000
+4.5%
3,2360.0%0.19%
-12.3%
Q1 2020$291,000
-6.7%
3,236
+44.8%
0.22%
+6.3%
Q4 2019$312,000
+18.6%
2,2350.0%0.21%
+7.8%
Q3 2019$263,0002,2350.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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