Marks Group Wealth Management, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Marks Group Wealth Management, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,638,657
-5.2%
25,091
-4.9%
0.45%
-1.5%
Q2 2023$3,838,825
-0.6%
26,395
-10.9%
0.46%
-7.3%
Q1 2023$3,861,004
+2.0%
29,629
+5.0%
0.49%
-4.6%
Q4 2022$3,783,550
+36.2%
28,214
+6.1%
0.52%
+22.2%
Q3 2022$2,778,000
+14.3%
26,583
+23.1%
0.42%
+20.5%
Q2 2022$2,431,000
+155.1%
21,587
+208.7%
0.35%
+192.5%
Q1 2022$953,000
+2.0%
6,994
+18.8%
0.12%
+5.3%
Q4 2021$934,000
+26.2%
5,885
+29.7%
0.11%
+14.0%
Q3 2021$740,000
+60.2%
4,538
+53.1%
0.10%
+58.7%
Q2 2021$462,000
+6.7%
2,964
+4.0%
0.06%
-1.6%
Q1 2021$433,000
+25.5%
2,849
+4.9%
0.06%
+18.5%
Q4 2020$345,000
+32.2%
2,7160.0%0.05%
+14.9%
Q3 2020$261,000
+0.4%
2,716
-1.9%
0.05%
-11.3%
Q2 2020$260,000
-64.3%
2,769
-65.6%
0.05%
-71.8%
Q1 2020$728,000
-34.7%
8,049
+0.7%
0.19%
-14.2%
Q4 2019$1,115,0007,9960.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders