Prestige Wealth Management Group LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Prestige Wealth Management Group LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,198,750
+56.3%
22,057
+56.7%
0.79%
+62.7%
Q2 2023$2,046,779
+8.3%
14,073
-3.0%
0.48%
+2.1%
Q1 2023$1,890,604
-2.6%
14,509
+0.2%
0.48%
-6.1%
Q4 2022$1,940,961
+39.6%
14,474
+8.8%
0.51%
+29.4%
Q3 2022$1,390,000
-0.3%
13,299
+7.4%
0.39%
+3.4%
Q2 2022$1,394,000
-8.5%
12,378
+10.8%
0.38%
+0.8%
Q1 2022$1,523,000
-11.9%
11,173
+2.4%
0.38%
-9.2%
Q4 2021$1,728,000
-0.1%
10,914
+3.3%
0.41%
-6.8%
Q3 2021$1,730,000
-2.6%
10,568
-7.5%
0.44%
-6.1%
Q2 2021$1,777,000
+23.1%
11,425
+20.4%
0.47%
+19.5%
Q1 2021$1,444,000
+44.0%
9,489
+20.2%
0.40%
+43.6%
Q4 2020$1,003,000
+10.1%
7,897
-16.5%
0.28%0.0%
Q3 2020$911,000
+7.1%
9,461
+4.7%
0.28%
-8.3%
Q2 2020$851,000
+35.5%
9,040
+29.4%
0.30%
+13.2%
Q1 2020$628,000
-47.1%
6,984
-18.1%
0.26%
-59.2%
Q4 2019$1,188,000
+18.4%
8,524
+0.0%
0.65%
+10.7%
Q3 2019$1,003,000
+5.6%
8,522
+0.3%
0.59%
+2.1%
Q2 2019$950,000
+32.5%
8,493
+19.9%
0.58%
+30.7%
Q1 2019$717,000
-34.4%
7,085
-36.7%
0.44%
-45.3%
Q4 2018$1,093,00011,1930.80%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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