Sandbox Financial Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
Sandbox Financial Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$788,689
-3.0%
5,438
-2.8%
0.42%
-1.9%
Q2 2023$813,308
+11.2%
5,592
-0.3%
0.42%
-3.6%
Q1 2023$731,110
-1.3%
5,611
+1.6%
0.44%
-13.9%
Q4 2022$740,462
+29.0%
5,522
+0.6%
0.51%
+21.9%
Q3 2022$574,000
-13.0%
5,489
-6.3%
0.42%
-10.6%
Q2 2022$660,000
-16.8%
5,858
+0.7%
0.47%
+3.8%
Q1 2022$793,000
-9.8%
5,817
+4.8%
0.45%
-17.9%
Q4 2021$879,000
-1.2%
5,550
+2.1%
0.55%
-13.1%
Q3 2021$890,000
+5.8%
5,436
+0.6%
0.64%
+1.4%
Q2 2021$841,000
+2.6%
5,405
+0.5%
0.63%
-6.4%
Q1 2021$820,000
+46.4%
5,379
+22.1%
0.67%
+30.9%
Q4 2020$560,0004,4050.51%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders