WADDELL & ASSOCIATES, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
WADDELL & ASSOCIATES, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,816,186
-0.5%
12,524
-0.3%
0.27%
-0.7%
Q2 2023$1,826,228
+32.7%
12,557
+18.9%
0.27%
+24.7%
Q1 2023$1,376,232
-3.8%
10,561
-1.0%
0.22%
-10.4%
Q4 2022$1,430,562
+32.3%
10,668
+3.1%
0.24%
+14.8%
Q3 2022$1,081,000
-7.2%
10,348
+0.0%
0.21%
-11.8%
Q2 2022$1,165,000
-19.4%
10,345
-2.5%
0.24%
+2.2%
Q1 2022$1,446,000
+6.4%
10,605
+23.6%
0.23%
+7.9%
Q4 2021$1,359,000
-5.0%
8,583
-1.8%
0.22%
-11.9%
Q3 2021$1,431,000
+18.5%
8,741
+12.5%
0.24%
+33.3%
Q2 2021$1,208,0007,7690.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders