Williams Jones Wealth Management, 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
Williams Jones Wealth Management, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$89,631,336
-3.0%
618,062
-2.8%
1.38%
-0.4%
Q2 2023$92,442,958
+10.2%
635,609
-1.3%
1.38%
+5.3%
Q1 2023$83,899,036
+2.8%
643,842
+5.8%
1.31%
-3.9%
Q4 2022$81,631,866
+27.1%
608,739
-1.0%
1.37%
+22.3%
Q3 2022$64,240,000
-7.1%
614,732
+0.1%
1.12%
-0.1%
Q2 2022$69,150,000
-17.2%
614,070
+0.3%
1.12%
-3.8%
Q1 2022$83,488,000
-14.1%
612,444
-0.2%
1.16%
-4.3%
Q4 2021$97,221,000
+0.2%
613,965
+3.6%
1.22%
-10.5%
Q3 2021$97,046,000
+5.2%
592,863
-0.1%
1.36%
+5.2%
Q2 2021$92,286,000
+3.7%
593,328
+1.5%
1.29%
-7.3%
Q1 2021$89,006,000
+21.1%
584,681
+1.1%
1.39%
+16.2%
Q4 2020$73,487,000
+34.6%
578,322
+2.0%
1.20%
+18.6%
Q3 2020$54,601,000
+1.8%
567,169
-0.5%
1.01%
-8.0%
Q2 2020$53,635,000
+8.8%
570,219
+4.1%
1.10%
-14.7%
Q1 2020$49,294,000
-36.7%
547,531
-2.1%
1.29%
-13.7%
Q4 2019$77,926,000
+23.4%
559,009
+4.2%
1.49%
+15.0%
Q3 2019$63,166,000536,7141.30%
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