HighMark Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
HighMark Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,756
-44.7%
60
-45.0%
0.01%
-41.7%
Q2 2023$15,841
+219.9%
109
+186.8%
0.01%
+200.0%
Q1 2023$4,952
-77.1%
38
-76.5%
0.00%
-75.0%
Q4 2022$21,670
+27.5%
162
+1.2%
0.02%
+6.7%
Q3 2022$17,000
-5.6%
160
+0.6%
0.02%
+7.1%
Q2 2022$18,000
-14.3%
159
+0.6%
0.01%0.0%
Q1 2022$21,000
-16.0%
158
+0.6%
0.01%
-12.5%
Q4 2021$25,0000.0%157
+0.6%
0.02%
-11.1%
Q3 2021$25,000
+4.2%
156
+0.6%
0.02%0.0%
Q2 2021$24,000
-17.2%
155
-18.8%
0.02%
-21.7%
Q1 2021$29,000
+7.4%
191
-11.6%
0.02%0.0%
Q4 2020$27,000
+22.7%
216
-7.3%
0.02%
+15.0%
Q3 2020$22,0000.0%233
-29.8%
0.02%
-16.7%
Q2 2020$22,000
+2100.0%
332
+2666.7%
0.02%
+2300.0%
Q1 2020$1,000120.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders