Concord Wealth Partners - 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
Concord Wealth Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,815,422
+14.2%
19,414
+14.5%
0.60%
+12.6%
Q2 2023$2,466,174
+72.0%
16,957
+54.1%
0.53%
+30.5%
Q1 2023$1,433,496
+28.7%
11,001
+32.5%
0.41%
+21.5%
Q4 2022$1,113,690
-23.0%
8,305
-40.0%
0.34%
-27.0%
Q3 2022$1,446,000
-5.9%
13,836
+1.4%
0.46%
+8.8%
Q2 2022$1,536,000
-8.2%
13,639
+11.1%
0.42%
-2.5%
Q1 2022$1,673,000
-8.1%
12,273
+6.7%
0.43%
-2.7%
Q4 2021$1,820,000
+157.1%
11,497
+165.6%
0.44%
+53.4%
Q3 2021$708,000
-52.8%
4,328
-55.2%
0.29%
-32.6%
Q2 2021$1,501,000
+12.7%
9,652
+10.3%
0.43%
-4.2%
Q1 2021$1,332,000
+143.5%
8,750
+103.3%
0.45%
+6.4%
Q4 2020$547,0004,3030.42%
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