Keebeck Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Keebeck Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,927,519
-0.2%
20,187
+0.0%
0.51%
+26.6%
Q2 2023$2,934,688
+12.6%
20,178
+0.9%
0.40%
-4.0%
Q1 2023$2,606,330
-2.6%
20,001
+0.2%
0.42%
-10.6%
Q4 2022$2,676,502
+29.6%
19,959
+1.0%
0.47%
+18.1%
Q3 2022$2,065,000
-34.2%
19,757
-29.1%
0.40%
-33.7%
Q2 2022$3,138,000
-22.0%
27,869
-5.6%
0.60%
-10.0%
Q1 2022$4,025,000
-22.7%
29,528
-10.1%
0.67%
-28.2%
Q4 2021$5,204,000
+0.9%
32,862
+4.3%
0.93%
-8.7%
Q3 2021$5,156,000
+6.4%
31,498
+1.1%
1.02%
+45.5%
Q2 2021$4,846,000
-6.3%
31,156
-8.3%
0.70%
-13.0%
Q1 2021$5,171,000
+21.6%
33,973
+1.5%
0.80%
+8.5%
Q4 2020$4,253,000
+33.7%
33,468
+1.3%
0.74%
+12.6%
Q3 2020$3,181,000
+6.7%
33,051
+4.3%
0.66%
-30.3%
Q2 2020$2,981,000
+2.7%
31,699
-1.7%
0.94%
-21.9%
Q1 2020$2,904,000
-27.1%
32,260
+12.8%
1.21%
-4.4%
Q4 2019$3,985,00028,5931.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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