Bordeaux Wealth Advisors 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
Bordeaux Wealth Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$954,839
-0.8%
6,584
-0.5%
0.39%
-2.3%
Q2 2023$962,813
+13.9%
6,620
+2.1%
0.40%
-9.4%
Q1 2023$845,061
+0.3%
6,485
+3.2%
0.44%
-5.6%
Q4 2022$842,550
+30.0%
6,283
+1.3%
0.46%
+13.5%
Q3 2022$648,000
-6.5%
6,200
+0.8%
0.41%
-14.7%
Q2 2022$693,000
-20.9%
6,153
-4.3%
0.48%
+1.1%
Q1 2022$876,000
-1.7%
6,429
+14.2%
0.47%
+15.4%
Q4 2021$891,000
+32.0%
5,628
+36.4%
0.41%
+6.8%
Q3 2021$675,000
+18.2%
4,125
+12.5%
0.38%
+16.8%
Q2 2021$571,000
+16.5%
3,668
+14.0%
0.33%
-3.5%
Q1 2021$490,000
+19.2%
3,218
-0.4%
0.34%
+10.0%
Q4 2020$411,0003,2320.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders