HOHIMER WEALTH MANAGEMENT, LLC - 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
HOHIMER WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,712,773
-2.0%
39,393
-1.7%
1.63%
+1.4%
Q2 2023$5,830,690
+8.0%
40,090
-3.2%
1.61%
+3.0%
Q1 2023$5,396,789
+0.5%
41,415
+3.4%
1.56%
-8.8%
Q4 2022$5,369,498
+22.0%
40,041
-5.0%
1.71%
+21.1%
Q3 2022$4,402,000
+16.0%
42,128
+25.0%
1.41%
+26.2%
Q2 2022$3,795,000
-32.0%
33,698
-17.7%
1.12%
+1.7%
Q1 2022$5,580,000
-11.5%
40,932
+2.8%
1.10%
-17.0%
Q4 2021$6,302,000
-7.8%
39,801
-4.7%
1.33%
-7.4%
Q3 2021$6,838,000
+2.7%
41,772
-2.4%
1.43%
+5.1%
Q2 2021$6,658,000
+6.8%
42,804
+4.5%
1.36%
-10.3%
Q1 2021$6,234,000
+21.5%
40,949
+1.5%
1.52%
+11.8%
Q4 2020$5,129,000
+0.3%
40,361
-21.3%
1.36%
-6.8%
Q3 2020$5,116,000
+57.4%
51,265
+48.3%
1.46%
+29.9%
Q2 2020$3,251,000
+25.1%
34,566
+25.9%
1.12%
+2.2%
Q1 2020$2,598,000
+44.2%
27,455
+112.4%
1.10%
+75.1%
Q4 2019$1,802,00012,9270.63%
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