Latitude Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
Latitude Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$688,225
-0.4%
4,746
-0.1%
0.49%
+2.7%
Q2 2023$690,654
-15.5%
4,749
-24.3%
0.48%
-18.6%
Q1 2023$817,669
-6.4%
6,275
-3.6%
0.59%
-9.9%
Q4 2022$873,155
+26.4%
6,511
-1.6%
0.66%
+14.7%
Q3 2022$691,000
-1.1%
6,615
+6.6%
0.57%
-11.1%
Q2 2022$699,000
-65.9%
6,207
-58.7%
0.64%
+39.3%
Q1 2022$2,049,000
+11.5%
15,028
+29.5%
0.46%
-10.1%
Q4 2021$1,838,000
+0.7%
11,605
+4.0%
0.51%
-11.2%
Q3 2021$1,826,000
+109.6%
11,155
+99.3%
0.58%
-10.5%
Q2 2021$871,000
+2.8%
5,598
+0.7%
0.65%
-6.9%
Q1 2021$847,000
-5.5%
5,561
-21.1%
0.69%
-12.6%
Q4 2020$896,0007,0470.79%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2023
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders