Sound View Wealth Advisors Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
Sound View Wealth Advisors Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,077,545
+6.3%
62,595
+6.6%
1.13%
+0.9%
Q2 2023$8,536,291
+8.1%
58,693
-3.2%
1.12%
+3.2%
Q1 2023$7,898,336
+28.3%
60,612
+32.1%
1.08%
-16.7%
Q4 2022$6,154,984
+27.1%
45,898
-1.0%
1.30%
+19.9%
Q3 2022$4,844,000
-12.5%
46,357
-5.7%
1.09%
-6.2%
Q2 2022$5,534,000
-14.2%
49,146
+3.8%
1.16%
-5.6%
Q1 2022$6,452,000
-10.6%
47,331
+3.9%
1.23%
-10.0%
Q4 2021$7,214,000
+0.2%
45,555
+3.6%
1.36%
-9.4%
Q3 2021$7,200,000
+4.4%
43,983
-0.8%
1.50%
+3.7%
Q2 2021$6,898,000
-4.2%
44,348
-6.3%
1.45%
-13.5%
Q1 2021$7,203,000
+27.8%
47,319
+6.7%
1.68%
+21.8%
Q4 2020$5,635,000
+31.8%
44,350
-0.2%
1.38%
+22.3%
Q3 2020$4,276,000
-5.7%
44,419
-7.9%
1.13%
-11.8%
Q2 2020$4,535,000
+10.3%
48,217
+5.6%
1.28%
-10.1%
Q1 2020$4,111,000
-32.5%
45,666
+4.5%
1.42%
-17.4%
Q4 2019$6,090,000
+14.2%
43,685
-3.6%
1.72%
+8.2%
Q3 2019$5,331,000
+2.1%
45,296
-3.0%
1.59%
+3.0%
Q2 2019$5,221,00046,7031.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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