Financial Strategies Group, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 and the average weighting 1.0%.

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
Financial Strategies Group, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$6,851,056
+19.9%
32,996
+13.9%
1.72%
+12.2%
Q1 2024$5,712,719
+34.8%
28,977
+16.6%
1.54%
+26.7%
Q4 2023$4,238,318
+32.7%
24,858
+14.8%
1.21%
+20.4%
Q3 2023$3,193,699
+16.5%
21,648
+14.8%
1.01%
+14.8%
Q2 2023$2,741,879
+87.9%
18,852
+68.3%
0.88%
+56.0%
Q1 2023$1,459,439
+7.6%
11,200
+10.7%
0.56%
-0.4%
Q4 2022$1,356,984
+28.7%
10,119
+0.3%
0.56%
+18.0%
Q3 2022$1,054,000
+20.5%
10,090
+29.8%
0.48%
+30.2%
Q2 2022$875,000
+16.7%
7,772
+41.3%
0.37%
+22.7%
Q1 2022$750,000
+3.3%
5,500
+20.0%
0.30%
+1.0%
Q4 2021$726,000
+8.8%
4,584
+12.4%
0.30%
-0.7%
Q3 2021$667,000
+21.9%
4,077
+16.0%
0.30%
+17.8%
Q2 2021$547,000
+31.5%
3,516
+28.8%
0.25%
+17.7%
Q1 2021$416,000
+14.0%
2,730
-5.1%
0.22%
+5.4%
Q4 2020$365,0002,8760.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Manteio Capital LLC 2,538$265,00025.17%
Guidance Point Advisors, LLC 400,574$41,860,00019.10%
Global Frontier Investments LLC 339,000$35,426,00017.96%
Courant Investment Management LLC 136,592$14,274,00015.45%
Integrity Advisory, LLC 152,249$15,910,00014.78%
GREENHAVEN ASSOCIATES INC 4,820,984$503,793,00010.60%
SEARLE & CO. 261,117$27,287,00010.48%
ALGEBRIS (UK) LTD 218,252$22,580,00010.14%
Gemsstock Ltd. 79,400$8,297,0008.20%
PM CAPITAL Ltd 284,889$29,771,0007.87%
View complete list of JPMORGAN CHASE & CO shareholders