Charles Schwab Trust Co - 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
Charles Schwab Trust Co ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,537,976
+8.0%
24,396
+1.0%
0.40%
+1.0%
Q2 2023$3,276,510
+4.7%
24,143
+0.5%
0.40%
+4.5%
Q1 2023$3,130,498
-12.4%
24,023
-9.9%
0.38%
-19.7%
Q4 2022$3,575,571
+26.4%
26,663
-1.5%
0.47%
-1.1%
Q3 2022$2,828,000
-7.6%
27,065
-0.5%
0.48%
-24.9%
Q2 2022$3,062,000
-20.6%
27,189
-3.9%
0.63%
-6.2%
Q1 2022$3,855,000
-17.1%
28,282
-3.7%
0.68%
-10.5%
Q4 2021$4,648,000
+1.2%
29,354
+4.6%
0.76%
-16.4%
Q3 2021$4,592,000
+7.5%
28,056
+2.2%
0.90%
+7.5%
Q2 2021$4,270,000
+13.3%
27,450
+11.9%
0.84%
+7.6%
Q1 2021$3,769,000
+3.4%
24,522
-14.5%
0.78%
-10.6%
Q4 2020$3,646,000
+34.2%
28,692
+1.7%
0.87%
+4.8%
Q3 2020$2,716,000
+0.5%
28,214
-1.8%
0.83%
-7.2%
Q2 2020$2,703,000
+7.3%
28,723
+2.7%
0.90%
-13.8%
Q1 2020$2,519,000
-32.9%
27,979
+4.0%
1.04%
-28.5%
Q4 2019$3,752,000
+24.0%
26,913
+2.7%
1.46%
+3.5%
Q3 2019$3,027,00026,1931.41%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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