HERON FINANCIAL GROUP, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
HERON FINANCIAL GROUP, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$1,692,663
+9.9%
11,638
-1.5%
0.91%
+7.4%
Q1 2023$1,540,027
-1.0%
11,818
+2.8%
0.85%
-18.3%
Q4 2022$1,555,462
+29.0%
11,492
-0.4%
1.04%
+39.5%
Q3 2022$1,206,000
-6.9%
11,537
+0.3%
0.74%
-5.2%
Q2 2022$1,295,000
-17.4%
11,502
+0.1%
0.79%
-3.6%
Q1 2022$1,567,000
-21.5%
11,496
-12.9%
0.82%
-24.1%
Q4 2021$1,995,000
-13.4%
13,196
-6.3%
1.07%
-16.4%
Q3 2021$2,305,000
+3.4%
14,079
-1.8%
1.28%
+0.9%
Q2 2021$2,229,000
+1.3%
14,330
+0.1%
1.27%
-4.6%
Q1 2021$2,200,000
+13.2%
14,310
+0.1%
1.34%
-0.6%
Q4 2020$1,943,000
+33.8%
14,300
-2.5%
1.34%
+15.5%
Q3 2020$1,452,000
-1.6%
14,660
-4.3%
1.16%
-11.9%
Q2 2020$1,475,000
+3.7%
15,324
+2.9%
1.32%
-9.7%
Q1 2020$1,423,000
-32.2%
14,897
-2.0%
1.46%
-15.8%
Q4 2019$2,099,00015,2071.74%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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