IVC Wealth Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 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
IVC Wealth Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$570,577
-0.1%
3,934
+0.1%
0.38%
+5.5%
Q2 2023$571,427
+15.1%
3,929
+3.2%
0.36%
+2.8%
Q1 2023$496,270
-1.0%
3,808
+1.9%
0.35%
-4.6%
Q4 2022$501,239
+31.6%
3,738
+2.7%
0.37%
+20.2%
Q3 2022$381,000
-7.3%
3,641
-0.3%
0.31%
-3.5%
Q2 2022$411,000
-12.9%
3,652
+5.6%
0.32%
+2.6%
Q1 2022$472,000
+3.1%
3,459
+19.6%
0.31%
+5.1%
Q4 2021$458,000
-2.6%
2,891
+0.7%
0.30%
-9.0%
Q3 2021$470,000
+5.1%
2,872
+0.0%
0.32%
+3.2%
Q2 2021$447,000
+2.8%
2,871
+0.5%
0.31%
-8.5%
Q1 2021$435,000
+22.2%
2,858
+1.9%
0.34%
+0.9%
Q4 2020$356,0002,8040.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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