TruWealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
TruWealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$18,208,417
+1.3%
125,558
+1.6%
1.56%
+1.4%
Q2 2023$17,981,754
+14.8%
123,637
+2.8%
1.54%
+7.5%
Q1 2023$15,667,142
-0.2%
120,230
+2.7%
1.44%
-6.3%
Q4 2022$15,696,940
+31.9%
117,054
+2.8%
1.53%
+21.7%
Q3 2022$11,899,000
-1.1%
113,865
+6.5%
1.26%
-2.4%
Q2 2022$12,035,000
-10.4%
106,871
+8.5%
1.29%
-7.7%
Q1 2022$13,433,000
-11.8%
98,539
+2.5%
1.40%
-9.4%
Q4 2021$15,226,000
+1.1%
96,152
+4.5%
1.54%
-8.2%
Q3 2021$15,055,000
+7.5%
91,971
+2.1%
1.68%
+2.2%
Q2 2021$14,009,000
+7.2%
90,066
+4.9%
1.64%
-7.4%
Q1 2021$13,070,000
+41.3%
85,854
+18.0%
1.78%
+28.6%
Q4 2020$9,248,00072,7831.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders