One Charles Private Wealth Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
One Charles Private Wealth Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,660,492
+1.9%
11,450
+2.2%
0.97%
+2.5%
Q2 2023$1,630,213
+11.0%
11,209
-0.5%
0.95%
+3.8%
Q1 2023$1,468,274
-2.3%
11,268
+0.5%
0.91%
-6.3%
Q4 2022$1,502,895
+28.0%
11,207
-0.2%
0.97%
+25.1%
Q3 2022$1,174,000
-4.9%
11,232
+1.8%
0.78%
-6.5%
Q2 2022$1,235,000
-16.8%
11,036
+1.3%
0.83%
-10.0%
Q1 2022$1,485,000
-14.0%
10,897
-0.1%
0.92%
-5.5%
Q4 2021$1,727,000
-11.5%
10,908
-8.5%
0.98%
-13.0%
Q3 2021$1,951,000
+2.9%
11,920
-2.2%
1.12%
-11.6%
Q2 2021$1,896,000
+166.3%
12,192
+160.7%
1.27%
-61.1%
Q1 2021$712,000
+37.2%
4,676
+14.6%
3.27%
-33.7%
Q4 2020$519,000
-65.1%
4,081
-72.8%
4.93%
+540.8%
Q2 2020$1,486,000
+12.3%
15,004
+2.1%
0.77%
-29.6%
Q1 2020$1,323,000
-24.3%
14,696
+17.2%
1.09%
-5.3%
Q4 2019$1,748,00012,5401.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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