Marotta Asset Management - 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
Marotta Asset Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$418,446
+17.3%
2,4600.0%0.09%
+8.4%
Q3 2023$356,749
+1.3%
2,460
+1.6%
0.08%
+5.1%
Q2 2023$352,256
+8.5%
2,4220.0%0.08%
+1.3%
Q4 2022$324,790
-99.9%
2,422
-5.6%
0.08%
+11.4%
Q3 2022$268,043,000
-8.4%
2,5650.0%0.07%
-2.8%
Q2 2022$292,538,000
-24.0%
2,565
-9.2%
0.07%
-20.0%
Q1 2022$385,104,000
-9.4%
2,825
+5.2%
0.09%
-6.2%
Q4 2021$425,170,000
-3.3%
2,6850.0%0.10%
-9.4%
Q3 2021$439,508,000
+4.2%
2,6850.0%0.11%
+5.0%
Q2 2021$421,760,000
+11.8%
2,685
+9.4%
0.10%
+5.2%
Q1 2021$377,204,000
+26.1%
2,454
+4.2%
0.10%
+21.5%
Q4 2020$299,123,000
+19.3%
2,354
-9.6%
0.08%
+3.9%
Q3 2020$250,687,000
+2.3%
2,6040.0%0.08%
-3.8%
Q2 2020$244,932,000
+3.5%
2,604
-7.2%
0.08%
-13.2%
Q1 2020$236,630,000
-36.7%
2,8050.0%0.09%
-20.9%
Q4 2019$374,103,0002,8050.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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