1776 Wealth 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
1776 Wealth LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$506,700
-0.2%
3,493
+0.0%
0.27%
+0.4%
Q2 2023$507,861
+12.1%
3,492
+0.4%
0.27%
-1.8%
Q1 2023$453,025
+114881.0%
3,477
+18.5%
0.27%
-3.9%
Q4 2022$394
-99.9%
2,935
+1.3%
0.28%
+23.0%
Q3 2022$303,000
-7.1%
2,896
+0.1%
0.23%
+0.4%
Q2 2022$326,000
-17.3%
2,893
+0.1%
0.23%
+0.4%
Q1 2022$394,000
+14.5%
2,891
+33.2%
0.23%
+23.2%
Q4 2021$344,000
-3.4%
2,171
-0.0%
0.18%
-8.9%
Q3 2021$356,000
-0.6%
2,172
-5.7%
0.20%
+0.5%
Q2 2021$358,000
+3.8%
2,303
+1.5%
0.20%
-6.9%
Q1 2021$345,000
-0.9%
2,268
-17.2%
0.22%
-0.5%
Q4 2020$348,000
+31.8%
2,740
+0.1%
0.22%
+13.5%
Q3 2020$264,000
-35.1%
2,738
-36.8%
0.19%
-31.2%
Q2 2020$407,000
-20.0%
4,334
-14.9%
0.28%
+29.8%
Q1 2020$509,000
+253.5%
5,090
+392.7%
0.22%
+74.8%
Q4 2019$144,0001,0330.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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