N.E.W. Advisory Services LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
N.E.W. Advisory Services LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,437,446
-0.2%
9,912
+0.1%
0.20%
+1.5%
Q2 2023$1,439,771
+11.4%
9,900
-0.2%
0.20%
+6.9%
Q1 2023$1,292,119
-2.7%
9,916
+0.2%
0.19%
-9.6%
Q4 2022$1,327,553
+160.8%
9,900
+103.3%
0.21%
+126.1%
Q3 2022$509,000
-56.4%
4,869
-53.0%
0.09%
-54.9%
Q2 2022$1,167,000
-23.6%
10,359
+3.2%
0.20%
-29.4%
Q1 2022$1,527,000
-6.4%
10,040
-2.6%
0.29%
+17.5%
Q4 2021$1,632,000
-3.2%
10,305
+0.1%
0.25%
-10.5%
Q3 2021$1,686,000
+5.6%
10,298
+0.5%
0.28%
+3.0%
Q2 2021$1,596,000
+3.7%
10,251
+2.4%
0.27%
-7.3%
Q1 2021$1,539,000
+30.3%
10,014
+7.7%
0.29%
+16.1%
Q4 2020$1,181,000
+30.9%
9,301
-0.8%
0.25%
-2.7%
Q3 2020$902,000
+1.7%
9,375
-0.6%
0.26%
-7.6%
Q2 2020$887,000
-22.0%
9,430
+15.4%
0.28%
-25.2%
Q4 2019$1,137,0008,1730.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2023
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders