KMG FIDUCIARY PARTNERS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
KMG FIDUCIARY PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,988,878
+0.7%
124,044
+1.0%
2.38%
+2.9%
Q2 2023$17,857,522
+15.8%
122,783
+3.8%
2.31%
+4.5%
Q1 2023$15,419,623
-7.2%
118,330
-4.5%
2.21%
-18.9%
Q4 2022$16,620,801
+31.5%
123,943
+2.5%
2.73%
+12.3%
Q3 2022$12,635,000
-5.1%
120,910
+2.3%
2.43%
-2.1%
Q2 2022$13,314,000
-14.3%
118,228
+3.7%
2.48%
-0.1%
Q1 2022$15,538,000
-9.4%
113,981
+5.2%
2.48%
-6.4%
Q4 2021$17,154,000
-0.7%
108,327
+2.6%
2.65%
-9.7%
Q3 2021$17,276,000
+8.0%
105,543
+2.7%
2.94%
+4.2%
Q2 2021$15,990,000
+3.2%
102,805
+1.0%
2.82%
-6.6%
Q1 2021$15,500,000
+24.7%
101,821
+2.9%
3.02%
+15.4%
Q4 2020$12,429,000
+35.5%
98,915
+3.8%
2.62%
+14.9%
Q3 2020$9,173,000
+15.5%
95,289
+12.9%
2.28%
+3.4%
Q2 2020$7,942,000
+13.1%
84,433
+8.2%
2.21%
-3.2%
Q1 2020$7,024,000
-35.7%
78,016
-0.4%
2.28%
-31.4%
Q4 2019$10,916,000
+16.6%
78,308
-1.6%
3.32%
+4.6%
Q3 2019$9,363,000
+4.4%
79,553
-0.8%
3.18%
-2.0%
Q2 2019$8,970,000
+10.3%
80,232
-0.1%
3.24%
+5.1%
Q1 2019$8,130,000
+11.8%
80,316
+7.8%
3.09%
-6.6%
Q4 2018$7,273,00074,5013.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders