PACES FERRY WEALTH ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
PACES FERRY WEALTH ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,700,247
+0.0%
11,724
+0.3%
1.35%
+5.6%
Q2 2023$1,699,658
+10.6%
11,686
-0.9%
1.28%
+3.0%
Q1 2023$1,536,298
-0.6%
11,790
+2.3%
1.24%
-17.6%
Q4 2022$1,545,216
+28.7%
11,523
+0.3%
1.50%
+14.6%
Q3 2022$1,201,000
-7.0%
11,494
+0.3%
1.31%
+3.3%
Q2 2022$1,291,000
-16.1%
11,464
+1.5%
1.27%
+3.8%
Q1 2022$1,539,000
-12.8%
11,292
+1.4%
1.22%
-3.3%
Q4 2021$1,764,000
-4.3%
11,139
-1.1%
1.26%
-14.1%
Q3 2021$1,844,000
+5.4%
11,264
+0.2%
1.47%
+10.1%
Q2 2021$1,749,000
-3.5%
11,245
-5.6%
1.34%
-15.2%
Q1 2021$1,813,000
+20.8%
11,910
+0.9%
1.58%
+15.0%
Q4 2020$1,501,000
+30.9%
11,809
-0.9%
1.37%
+37.4%
Q3 2020$1,147,00011,9171.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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