Cardinal Strategic Wealth Guidance - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Cardinal Strategic Wealth Guidance ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$674,198
+0.2%
4,6490.0%0.31%
+4.3%
Q2 2023$672,973
+11.3%
4,649
-0.2%
0.30%
+6.8%
Q1 2023$604,518
-9.9%
4,658
-7.1%
0.28%
-13.0%
Q4 2022$670,852
+24.7%
5,013
-2.1%
0.32%
+12.6%
Q3 2022$538,000
-15.0%
5,123
-8.3%
0.29%
-11.5%
Q2 2022$633,000
-18.6%
5,585
-1.3%
0.32%
-9.5%
Q1 2022$778,000
-18.3%
5,660
-5.8%
0.36%
-19.6%
Q4 2021$952,000
-3.4%
6,010
-0.2%
0.44%
-14.0%
Q3 2021$986,000
+3.2%
6,022
-2.1%
0.52%
+2.8%
Q2 2021$955,000
-1.0%
6,151
-2.6%
0.50%
-11.3%
Q1 2021$965,000
+20.0%
6,316
-0.5%
0.57%
+18.7%
Q4 2020$804,000
+31.8%
6,347
-0.1%
0.48%
+10.7%
Q3 2020$610,000
-1.9%
6,356
-4.1%
0.43%
-6.9%
Q2 2020$622,000
+9.9%
6,631
+6.4%
0.46%
-10.8%
Q1 2020$566,000
-38.2%
6,231
-5.3%
0.52%
-34.1%
Q4 2019$916,0006,5800.79%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders