Austin Private Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Austin Private Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,058,865
+3.4%
8,800
-91.8%
0.15%
+3.4%
Q2 2023$1,024,043
+16.0%
107,040
+1178.7%
0.15%
+5.0%
Q1 2023$882,537
+12.5%
8,371
+36.1%
0.14%
+2.9%
Q4 2022$784,659
+45.3%
6,151
+19.0%
0.14%
+21.2%
Q3 2022$540,000
-6.1%
5,169
+1.3%
0.11%
-11.0%
Q2 2022$575,000
-23.2%
5,105
-7.1%
0.13%
-14.8%
Q1 2022$749,000
-42.5%
5,493
-33.2%
0.15%
-42.7%
Q4 2021$1,303,000
+33.1%
8,224
+37.5%
0.26%
+25.6%
Q3 2021$979,000
+24.9%
5,983
+18.6%
0.21%
+14.4%
Q2 2021$784,000
-3.7%
5,043
-5.7%
0.18%
-15.4%
Q1 2021$814,000
+19.5%
5,348
-0.3%
0.21%
+8.6%
Q4 2020$681,000
+98.0%
5,362
+50.0%
0.20%
+52.7%
Q3 2020$344,000
-7.5%
3,575
-9.6%
0.13%
-20.4%
Q2 2020$372,000
+12.4%
3,955
+7.4%
0.16%
-19.0%
Q1 2020$331,000
-27.7%
3,681
+12.2%
0.20%
-16.3%
Q4 2019$458,0003,2820.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders