Blue Zone Wealth Advisors, LLC - 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
Blue Zone Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$265,652
-91.8%
1,981
-93.6%
0.14%
-91.6%
Q3 2022$3,247,000
-7.4%
31,068
-0.2%
1.68%
+5.8%
Q2 2022$3,506,000
-17.4%
31,1340.0%1.59%
+0.4%
Q1 2022$4,244,000
-20.4%
31,134
-7.6%
1.58%
-10.2%
Q4 2021$5,333,000
-2.3%
33,677
+0.9%
1.76%
-6.9%
Q3 2021$5,461,000
+4.5%
33,362
-0.7%
1.89%
-3.5%
Q2 2021$5,226,000
+2.1%
33,599
-0.0%
1.96%
-9.9%
Q1 2021$5,117,000
+17.8%
33,613
-1.7%
2.18%
+3.8%
Q4 2020$4,345,000
+33.9%
34,191
+1.4%
2.10%
+14.5%
Q3 2020$3,246,000
-13.4%
33,721
-15.3%
1.83%
-12.4%
Q2 2020$3,747,000
+921.0%
39,833
+878.0%
2.09%
+508.1%
Q1 2020$367,000
-31.9%
4,073
+5.4%
0.34%
-1.1%
Q4 2019$539,0003,8660.35%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders