Atlas Private Wealth Management, 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
Atlas Private Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,993,164
+1.3%
27,535
+1.6%
2.14%
+3.1%
Q2 2023$3,942,249
+24.6%
27,106
+11.7%
2.08%
+9.4%
Q1 2023$3,162,930
+1.2%
24,272
+4.1%
1.90%
+31.8%
Q4 2022$3,125,207
+37.6%
23,305
+7.2%
1.44%
-12.3%
Q3 2022$2,272,000
-4.1%
21,739
+3.3%
1.64%
+1.6%
Q2 2022$2,370,000
-23.6%
21,043
-7.6%
1.62%
-10.2%
Q1 2022$3,103,000
-10.1%
22,762
+4.4%
1.80%
-6.3%
Q4 2021$3,452,000
+9.8%
21,803
+13.5%
1.92%
+0.1%
Q3 2021$3,145,000
+7.4%
19,214
+2.1%
1.92%
+6.4%
Q2 2021$2,928,000
+9.5%
18,825
+7.2%
1.81%
+5.8%
Q1 2021$2,674,000
+19.8%
17,564
+0.0%
1.71%
+7.4%
Q4 2020$2,232,000
+31.8%
17,562
-0.2%
1.59%
+19.8%
Q3 2020$1,694,000
+11.7%
17,600
+9.2%
1.33%
+8.7%
Q2 2020$1,516,000
+5.2%
16,114
+0.7%
1.22%
-8.3%
Q1 2020$1,441,000
-26.6%
16,008
+13.7%
1.33%
-11.7%
Q4 2019$1,962,00014,0771.51%
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