Newton One Investments LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,195 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Newton One Investments LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$213,002
+1.6%
1,053
+0.6%
0.09%0.0%
Q1 2024$209,697
+18.5%
1,047
+0.6%
0.09%
+13.6%
Q4 2023$177,001
+18.2%
1,041
+0.8%
0.08%
-9.0%
Q3 2023$149,781
+0.3%
1,033
+0.7%
0.09%
+3.5%
Q2 2023$149,263
+12.4%
1,026
+0.7%
0.09%
+7.5%
Q1 2023$132,786
-2.8%
1,0190.0%0.08%
-9.1%
Q4 2022$136,648
+28.9%
1,0190.0%0.09%
+17.3%
Q3 2022$106,000
-7.8%
1,0190.0%0.08%
-12.8%
Q2 2022$115,000
-17.3%
1,0190.0%0.09%
-14.9%
Q1 2022$139,000
-13.7%
1,0190.0%0.10%
-11.4%
Q4 2021$161,000
-3.6%
1,0190.0%0.11%
-8.8%
Q3 2021$167,000
+5.7%
1,0190.0%0.12%0.0%
Q2 2021$158,000
+1.9%
1,0190.0%0.12%
-9.4%
Q1 2021$155,000
+20.2%
1,0190.0%0.14%
+8.7%
Q4 2020$129,0001,0190.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders