Arkadios Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Arkadios Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,227,231
+12.2%
49,836
+12.5%
0.69%
-8.4%
Q2 2023$6,442,733
+14.2%
44,298
+2.3%
0.75%
+11.5%
Q1 2023$5,641,060
-1.6%
43,290
+1.2%
0.67%
-11.6%
Q4 2022$5,734,866
+41.5%
42,766
+10.2%
0.76%
+23.8%
Q3 2022$4,054,000
+23.9%
38,798
+33.5%
0.61%
+26.1%
Q2 2022$3,273,000
-11.0%
29,066
+7.8%
0.49%
+1.0%
Q1 2022$3,677,000
-7.8%
26,972
+7.1%
0.48%
-8.7%
Q4 2021$3,987,000
+5.3%
25,178
+8.8%
0.53%
-3.3%
Q3 2021$3,786,000
-16.0%
23,134
-20.2%
0.55%
-0.5%
Q2 2021$4,506,000
+29.1%
28,972
+26.4%
0.55%
-4.5%
Q1 2021$3,490,000
+56.0%
22,929
+30.2%
0.58%
+22.6%
Q4 2020$2,237,000
-99.8%
17,607
+62.5%
0.47%
-15.0%
Q3 2020$1,099,699,000
+43.9%
10,833
+39.2%
0.55%
+30.2%
Q2 2020$764,146,000
+34.1%
7,781
+22.9%
0.42%
+16.8%
Q1 2020$569,822,000
-25.1%
6,329
+14.6%
0.36%
-20.4%
Q4 2019$761,270,0005,5210.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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