BAKER TILLY WEALTH MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,283,631
-47.8%
22,643
-47.7%
0.54%
-18.2%
Q2 2023$6,295,220
+7.3%
43,284
-3.9%
0.66%
+0.2%
Q1 2023$5,867,848
+23.7%
45,030
+27.3%
0.66%
+13.0%
Q4 2022$4,744,863
+67.7%
35,383
+30.7%
0.58%
+51.3%
Q3 2022$2,830,000
-18.1%
27,079
-11.7%
0.39%
-14.8%
Q2 2022$3,455,000
-15.4%
30,681
+2.4%
0.45%
+0.2%
Q1 2022$4,085,000
-15.3%
29,968
-1.6%
0.45%
-12.7%
Q4 2021$4,823,000
+4.0%
30,459
+7.5%
0.52%
-15.4%
Q3 2021$4,636,000
+8.6%
28,323
+3.2%
0.61%
-11.0%
Q2 2021$4,267,000
+3.9%
27,433
+1.7%
0.69%
-18.2%
Q1 2021$4,107,000
+91.8%
26,977
+60.1%
0.84%
+27.2%
Q4 2020$2,141,00016,8480.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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