Heartwood Wealth Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Heartwood Wealth Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,436,713
-12.6%
9,907
-12.3%
0.21%
-9.0%
Q2 2023$1,643,617
+24.6%
11,301
+11.7%
0.23%
+18.3%
Q1 2023$1,318,737
+88.5%
10,120
+94.0%
0.20%
+79.1%
Q4 2022$699,600
+25.6%
5,217
-2.1%
0.11%
+14.6%
Q3 2022$557,000
+3.1%
5,327
+11.0%
0.10%
+7.9%
Q2 2022$540,000
-13.5%
4,798
+4.7%
0.09%
-4.3%
Q1 2022$624,000
-13.5%
4,581
+0.6%
0.09%
-13.9%
Q4 2021$721,000
+13.5%
4,554
+17.3%
0.11%
+9.1%
Q3 2021$635,000
+7.6%
3,882
+2.4%
0.10%
+8.8%
Q2 2021$590,000
+2.3%
3,7920.0%0.09%
-2.2%
Q1 2021$577,000
+60.7%
3,792
+34.1%
0.09%
+60.3%
Q4 2020$359,000
+32.0%
2,8270.0%0.06%
+11.5%
Q3 2020$272,000
+2.3%
2,8270.0%0.05%
-1.9%
Q2 2020$266,000
+4.3%
2,8270.0%0.05%
-13.1%
Q1 2020$255,000
-39.7%
2,827
-6.8%
0.06%
-24.7%
Q4 2019$423,0003,0320.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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