JEPPSON WEALTH MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
JEPPSON WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,124,737
-4.8%
14,651
-4.6%
0.97%
+0.2%
Q2 2023$2,232,660
+9.5%
15,351
-1.9%
0.97%
+9.5%
Q1 2023$2,038,932
-4.4%
15,647
-1.6%
0.89%
-1.0%
Q4 2022$2,132,658
+23.1%
15,903
-4.1%
0.90%
+14.1%
Q3 2022$1,733,000
-11.0%
16,587
-4.1%
0.79%
-6.1%
Q2 2022$1,947,000
-7.3%
17,293
+12.2%
0.84%
-14.6%
Q1 2022$2,101,000
-3.6%
15,419
+12.0%
0.98%
-6.8%
Q4 2021$2,180,000
-2.6%
13,768
+0.6%
1.05%
-9.9%
Q3 2021$2,239,000
+6.9%
13,683
+1.6%
1.17%
+2.2%
Q2 2021$2,095,000
+1.2%
13,473
-0.9%
1.14%
-7.2%
Q1 2021$2,070,000
+6.4%
13,598
-11.2%
1.23%
-4.9%
Q4 2020$1,946,000
+44.3%
15,313
+9.3%
1.29%
+22.4%
Q3 2020$1,349,00014,0131.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders