SkyOak Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
SkyOak Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,063,351
-0.0%
28,019
+0.3%
1.19%
+3.5%
Q2 2023$4,064,692
+14.3%
27,948
+2.4%
1.15%
+5.8%
Q1 2023$3,557,051
-3.2%
27,297
-0.4%
1.08%
-12.1%
Q4 2022$3,675,406
+27.6%
27,408
-0.6%
1.24%
+19.7%
Q3 2022$2,881,000
-5.3%
27,567
+2.0%
1.03%
-0.7%
Q2 2022$3,043,000
-15.2%
27,022
+2.6%
1.04%
+4.2%
Q1 2022$3,589,000
-14.2%
26,325
-0.4%
1.00%
-6.3%
Q4 2021$4,185,000
-3.1%
26,431
+0.2%
1.06%
-8.6%
Q3 2021$4,319,000
+5.3%
26,386
+0.0%
1.16%
+6.0%
Q2 2021$4,102,000
+0.6%
26,374
-1.5%
1.10%
-3.3%
Q1 2021$4,078,000
+16.6%
26,788
-2.7%
1.14%
+4.3%
Q4 2020$3,498,000
+30.7%
27,529
-1.0%
1.09%
+13.1%
Q3 2020$2,677,000
-12.0%
27,812
-14.0%
0.96%
-14.3%
Q2 2020$3,042,000
+148.5%
32,345
+137.9%
1.12%
+79.4%
Q1 2020$1,224,000
-31.1%
13,598
+6.7%
0.63%
+13.6%
Q4 2019$1,777,00012,7440.55%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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