Fiduciary Planning LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Fiduciary Planning LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,362,729
-25.8%
9,397
-25.6%
0.64%
-24.0%
Q2 2023$1,836,842
+11.8%
12,630
+0.2%
0.85%
+8.7%
Q1 2023$1,643,058
+97817.6%
12,609
+0.8%
0.78%
-4.4%
Q4 2022$1,678
-99.9%
12,509
+0.7%
0.81%
+22.2%
Q3 2022$1,298,000
-6.1%
12,419
+1.2%
0.67%
-2.6%
Q2 2022$1,382,000
-4.8%
12,275
+15.3%
0.68%
-14.1%
Q1 2022$1,451,000
-4.5%
10,643
+10.9%
0.80%
-6.9%
Q4 2021$1,520,000
-33.8%
9,599
-31.6%
0.86%
-30.0%
Q3 2021$2,297,000
+42.5%
14,035
+35.4%
1.22%
-12.3%
Q2 2021$1,612,000
+44.3%
10,363
+41.3%
1.39%
-17.5%
Q1 2021$1,117,000
+21.0%
7,336
+1.0%
1.69%
+29.7%
Q4 2020$923,000
+34.0%
7,260
+1.4%
1.30%
+14.5%
Q3 2020$689,000
+77.1%
7,158
+77.7%
1.14%
+32.7%
Q2 2020$389,000
+7.2%
4,0280.0%0.86%
+25.7%
Q1 2020$363,000
-33.3%
4,028
-0.5%
0.68%
+35.7%
Q4 2019$544,0004,0480.50%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders