Core Wealth Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Core Wealth Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$143,860
-0.3%
9920.0%0.06%
+1.7%
Q2 2023$144,277
+21.5%
992
+8.9%
0.06%
+23.4%
Q1 2023$118,713
-8.7%
911
-6.1%
0.05%
-17.5%
Q4 2022$130,077
+28.8%
9700.0%0.06%
-3.4%
Q3 2022$101,000
-7.3%
970
+0.6%
0.06%
-11.9%
Q2 2022$109,000
-16.8%
9640.0%0.07%
-8.2%
Q1 2022$131,000
-16.6%
964
-2.9%
0.07%
-22.3%
Q4 2021$157,000
-12.8%
993
-9.5%
0.09%
-21.0%
Q3 2021$180,000
-2.2%
1,097
-7.3%
0.12%
-3.3%
Q2 2021$184,000
-77.3%
1,184
-77.7%
0.12%
-82.7%
Q1 2021$809,000
+22.4%
5,314
+2.1%
0.71%
+20.6%
Q4 2020$661,000
+21.3%
5,205
-8.1%
0.59%
+15.9%
Q3 2020$545,000
+4.0%
5,661
+1.6%
0.51%
+10.4%
Q2 2020$524,000
+111.3%
5,572
+102.5%
0.46%
+144.4%
Q1 2020$248,000
+43.4%
2,752
+121.2%
0.19%
+90.9%
Q4 2019$173,0001,2440.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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