Center for Financial Planning, Inc. - 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
Center for Financial Planning, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,531,218
+4.1%
17,454
+4.4%
0.55%
+7.3%
Q2 2023$2,431,050
+12.0%
16,715
+0.4%
0.51%
+1.8%
Q1 2023$2,170,442
-5.9%
16,656
-3.2%
0.50%
-10.7%
Q4 2022$2,307,035
+29.6%
17,204
+1.0%
0.56%
+18.1%
Q3 2022$1,780,000
-6.7%
17,037
+0.5%
0.48%
-2.1%
Q2 2022$1,908,000
-17.2%
16,945
+0.3%
0.48%
+2.8%
Q1 2022$2,304,000
-16.6%
16,902
-3.1%
0.47%
-16.6%
Q4 2021$2,763,000
-2.4%
17,450
+0.9%
0.57%
-17.7%
Q3 2021$2,830,000
+7.0%
17,289
+1.7%
0.69%
+5.7%
Q2 2021$2,645,000
+1.9%
17,004
-0.3%
0.65%
-4.0%
Q1 2021$2,596,000
+17.2%
17,051
-2.2%
0.68%
+8.1%
Q4 2020$2,215,000
+34.8%
17,432
+2.2%
0.63%
+18.8%
Q3 2020$1,643,000
+4.0%
17,062
+1.6%
0.53%
-4.3%
Q2 2020$1,580,000
+9.4%
16,793
+4.7%
0.55%
+13.1%
Q1 2020$1,444,000
-38.3%
16,036
-4.4%
0.49%
-16.7%
Q4 2019$2,339,00016,7760.59%
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