Kestra Advisory Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 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
Kestra Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$66,122,884
+1.0%
455,957
+1.3%
0.65%
-0.9%
Q2 2023$65,474,470
+19.9%
450,182
+7.4%
0.66%
+10.8%
Q1 2023$54,608,951
-22.3%
419,069
-20.0%
0.59%
-5.3%
Q4 2022$70,279,933
-99.9%
524,086
-43.2%
0.62%
+21.1%
Q3 2022$48,298,250,000
+99183.1%
923,454
+113.8%
0.52%
+3.2%
Q2 2022$48,647,000
-5.2%
431,999
+14.8%
0.50%
-6.4%
Q1 2022$51,298,000
-16.2%
376,303
-2.7%
0.53%
-13.9%
Q4 2021$61,233,000
-3.6%
386,696
-0.4%
0.62%
-2.4%
Q3 2021$63,550,000
+9.6%
388,237
+4.1%
0.64%
-3.5%
Q2 2021$58,010,000
+5.2%
372,960
+2.9%
0.66%
-6.0%
Q1 2021$55,156,000
+25.7%
362,323
+3.5%
0.70%
+37.5%
Q4 2020$43,888,000
-99.8%
350,094
+37.6%
0.51%
+11.1%
Q3 2020$24,527,000,000254,4260.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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