Royal Harbor Partners, 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
Royal Harbor Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,362,521
+2.0%
16,291
+2.3%
1.23%
+8.3%
Q2 2023$2,316,859
+10.8%
15,930
-0.8%
1.14%
+1.2%
Q1 2023$2,091,736
-15.1%
16,052
-12.7%
1.12%
-26.3%
Q4 2022$2,464,758
+19.9%
18,380
-6.5%
1.52%
+8.4%
Q3 2022$2,055,000
-10.3%
19,662
-3.4%
1.40%
-10.2%
Q2 2022$2,291,000
+56.8%
20,344
+120.5%
1.56%
+68.8%
Q4 2021$1,461,000
+0.2%
9,227
+3.6%
0.93%
-10.6%
Q3 2021$1,458,000
-16.0%
8,906
-20.2%
1.04%
-10.2%
Q2 2021$1,736,000
+9.0%
11,160
+6.7%
1.16%
-4.9%
Q1 2021$1,592,000
+31.7%
10,455
+9.9%
1.21%
+20.1%
Q4 2020$1,209,000
-4.1%
9,512
+5.1%
1.01%
-16.7%
Q4 2019$1,261,0009,0481.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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