Zhang Financial 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
Zhang Financial LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,371,233
-0.0%
9,434
+0.7%
0.14%
-1.4%
Q2 2023$1,371,900
+33.1%
9,364
+18.4%
0.14%
+19.5%
Q1 2023$1,030,961
-15.2%
7,912
-12.7%
0.12%
-23.9%
Q4 2022$1,215,172
+241.3%
9,062
+166.1%
0.16%
+187.0%
Q3 2022$356,000
-34.0%
3,405
-28.9%
0.05%
-37.2%
Q2 2022$539,000
-9.6%
4,786
+9.4%
0.09%
-14.9%
Q1 2022$596,000
+19.2%
4,375
+38.8%
0.10%
+13.5%
Q4 2021$500,000
+4.0%
3,153
+7.4%
0.09%
-19.8%
Q3 2021$481,000
+86.4%
2,936
+77.3%
0.11%
+76.2%
Q2 2021$258,000
-4.4%
1,656
-14.6%
0.06%
-38.8%
Q4 2019$270,000
-70.4%
1,938
-76.2%
0.10%
-73.0%
Q2 2019$912,0008,1530.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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