Austin Private Wealth, 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
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 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