Golden State Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Golden State Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$1,669,000
-32.5%
12,247
-21.5%
0.33%
-23.1%
Q4 2021$2,471,000
+9.7%
15,604
+13.4%
0.42%
-13.3%
Q3 2021$2,253,000
+4.4%
13,764
-0.9%
0.49%
+2.9%
Q2 2021$2,159,000
+22.5%
13,882
+19.9%
0.48%
-18.1%
Q1 2021$1,762,000
+3.5%
11,576
-13.5%
0.58%
+17.8%
Q4 2020$1,702,000
+38.4%
13,390
+4.8%
0.49%
+20.0%
Q3 2020$1,230,000
-35.5%
12,779
-37.0%
0.41%
-16.0%
Q2 2020$1,907,000
+85.1%
20,273
+77.2%
0.49%
+7.7%
Q1 2020$1,030,000
+151.8%
11,438
+289.7%
0.45%
+482.1%
Q4 2019$409,000
-77.2%
2,935
-80.7%
0.08%
-86.8%
Q3 2019$1,793,000
+9.5%
15,233
+4.0%
0.59%
+14.1%
Q2 2019$1,637,000
-4.7%
14,649
-13.7%
0.52%
-9.6%
Q1 2019$1,717,00016,9660.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders