Keudell/Morrison Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
Keudell/Morrison Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$2,165,113
-2.4%
10,705
-3.3%
0.63%
-5.7%
Q1 2024$2,217,357
+16.4%
11,070
-1.2%
0.67%
+6.7%
Q4 2023$1,904,906
+10.1%
11,199
-6.1%
0.63%
+19.4%
Q3 2023$1,729,393
+0.5%
11,925
+0.8%
0.53%
+6.2%
Q2 2023$1,721,393
+11.1%
11,836
-0.4%
0.50%
+8.8%
Q1 2023$1,549,029
-17.5%
11,887
-15.1%
0.46%
-24.4%
Q4 2022$1,877,770
+33.7%
14,003
+4.2%
0.60%
+14.9%
Q3 2022$1,404,000
-0.2%
13,433
+7.5%
0.52%
+2.7%
Q2 2022$1,407,000
-15.2%
12,492
+2.6%
0.51%
-26.4%
Q1 2022$1,659,000
-9.4%
12,173
+5.2%
0.69%
-4.0%
Q4 2021$1,832,000
-8.7%
11,570
-5.6%
0.72%
-15.9%
Q3 2021$2,006,000
+7.6%
12,253
+2.3%
0.86%
-15.7%
Q2 2021$1,864,000
+3.2%
11,983
+1.0%
1.02%
-2.7%
Q1 2021$1,806,000
+7.9%
11,867
-9.9%
1.05%
-1.3%
Q4 2020$1,673,000
+39.9%
13,166
+5.9%
1.06%
+38.1%
Q3 2020$1,196,000
+10.7%
12,427
+8.2%
0.77%
-13.9%
Q2 2020$1,080,000
+16.1%
11,480
+11.1%
0.89%
-1.9%
Q1 2020$930,000
-33.9%
10,334
+2.4%
0.91%
-6.5%
Q4 2019$1,407,000
+17.7%
10,096
-0.5%
0.97%
-1.3%
Q3 2019$1,195,000
+6.5%
10,150
-2.3%
0.99%
+0.3%
Q2 2019$1,122,000
+6.6%
10,390
-0.1%
0.98%
+6.2%
Q1 2019$1,053,00010,4050.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders