Marcum Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Marcum Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,103,527
-0.8%
35,192
-0.5%
0.61%
+1.5%
Q2 2023$5,142,877
+14.0%
35,361
+2.1%
0.60%
+7.3%
Q1 2023$4,512,701
+2.0%
34,631
+5.0%
0.56%
-4.1%
Q4 2022$4,423,853
+29.8%
32,989
+1.1%
0.59%
+13.5%
Q3 2022$3,408,000
-4.0%
32,616
+3.5%
0.52%
-2.6%
Q2 2022$3,550,000
-12.3%
31,522
+6.1%
0.53%
-5.0%
Q1 2022$4,049,000
-15.8%
29,700
-2.2%
0.56%
-16.4%
Q4 2021$4,810,000
-0.8%
30,375
+2.5%
0.67%
-12.2%
Q3 2021$4,850,000
-8.3%
29,630
-12.9%
0.76%
-11.3%
Q2 2021$5,290,000
+3.4%
34,011
+1.2%
0.86%
+2.0%
Q1 2021$5,115,000
+85.5%
33,597
+54.8%
0.84%
+30.1%
Q4 2020$2,757,000
+83.3%
21,698
+38.9%
0.65%
+40.3%
Q3 2020$1,504,000
+88.7%
15,623
+84.4%
0.46%
+88.2%
Q2 2020$797,000
+17.9%
8,472
+12.8%
0.24%
-6.5%
Q1 2020$676,000
-30.6%
7,513
+7.5%
0.26%
-28.2%
Q4 2019$974,0006,9890.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders