Walkner Condon Financial Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,587 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Walkner Condon Financial Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$559,705
-72.7%
2,771
-73.0%
0.12%
-72.2%
Q1 2024$2,053,699
+20.2%
10,254
+2.1%
0.44%
+12.1%
Q4 2023$1,707,874
+43.5%
10,040
+22.3%
0.39%
+23.1%
Q3 2023$1,190,403
-0.7%
8,208
-0.4%
0.32%
-0.3%
Q2 2023$1,198,259
+19.1%
8,239
+6.7%
0.32%
+12.4%
Q1 2023$1,006,128
+400.1%
7,722
+414.5%
0.28%
+370.0%
Q4 2022$201,196
-49.8%
1,501
-38.6%
0.06%
-69.5%
Q3 2021$401,000
+21.1%
2,446
+14.1%
0.20%
+62.8%
Q2 2021$331,000
+4.7%
2,144
+3.4%
0.12%
-1.6%
Q1 2021$316,000
+22.5%
2,074
+2.3%
0.12%
+10.8%
Q4 2020$258,0002,0270.11%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders