Falcon Wealth Planning - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Falcon Wealth Planning ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,765,328
-3.3%
12,173
-3.0%
0.38%
-5.7%
Q2 2023$1,824,690
+15.7%
12,546
+3.6%
0.41%
+3.0%
Q1 2023$1,577,663
-2.8%
12,1070.0%0.39%
-15.3%
Q4 2022$1,623,549
+27.6%
12,107
-0.6%
0.46%
+10.5%
Q3 2022$1,272,000
-9.8%
12,177
-2.8%
0.42%
-12.1%
Q2 2022$1,410,000
-17.3%
12,524
+0.1%
0.48%
-10.3%
Q1 2022$1,705,000
-16.3%
12,509
-2.7%
0.53%
-19.8%
Q4 2021$2,037,000
-28.5%
12,861
-26.1%
0.67%
-38.5%
Q3 2021$2,850,000
+11.5%
17,413
+6.0%
1.08%
-0.8%
Q2 2021$2,556,000
+2.2%
16,434
+0.1%
1.09%
-10.6%
Q1 2021$2,500,000
+20.4%
16,422
+0.5%
1.22%
+4.9%
Q4 2020$2,077,00016,3441.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders