Secure Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Secure Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,069,889
+5.1%
21,169
+5.4%
0.92%
+3.4%
Q2 2023$2,921,104
+10.3%
20,085
-1.2%
0.89%
+0.5%
Q1 2023$2,649,474
-29.1%
20,332
-27.0%
0.88%
-34.1%
Q4 2022$3,735,535
+25.7%
27,856
-2.0%
1.34%
-19.4%
Q3 2022$2,972,000
-6.0%
28,438
+1.3%
1.66%
-4.9%
Q2 2022$3,162,000
-13.9%
28,077
+4.2%
1.75%
+5.7%
Q1 2022$3,673,000
-19.5%
26,946
-6.5%
1.66%
-10.4%
Q4 2021$4,563,000
+39.1%
28,813
+43.8%
1.85%
+14.1%
Q3 2021$3,281,000
+15.7%
20,043
+9.9%
1.62%
+12.6%
Q2 2021$2,837,000
+3.8%
18,237
+1.6%
1.44%
-5.4%
Q1 2021$2,733,000
+21.4%
17,955
+1.3%
1.52%
+14.7%
Q4 2020$2,252,000
+98.2%
17,722
+50.2%
1.33%
+70.4%
Q3 2020$1,136,000
+30.9%
11,802
+27.8%
0.78%
+27.1%
Q2 2020$868,000
+172.1%
9,232
+160.8%
0.61%
+78.4%
Q1 2020$319,000
-57.1%
3,540
-33.6%
0.34%
-34.5%
Q4 2019$743,0005,3320.52%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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