SAX WEALTH ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,218 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
SAX WEALTH ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$2,243,542
+83.1%
11,092
+81.3%
0.21%
+49.7%
Q1 2024$1,225,357
+64.3%
6,118
+39.5%
0.14%
+17.2%
Q4 2023$746,023
+12.6%
4,386
-4.0%
0.12%
-6.9%
Q3 2023$662,427
+6.7%
4,568
+7.0%
0.13%
+5.6%
Q2 2023$620,974
+11.6%
4,2700.0%0.12%
+2.5%
Q1 2023$556,375
-5.7%
4,270
-3.0%
0.12%
-11.0%
Q4 2022$589,990
+27.7%
4,400
-0.4%
0.14%
+14.3%
Q3 2022$462,000
-7.6%
4,419
-0.5%
0.12%
-6.3%
Q2 2022$500,000
-18.2%
4,441
-1.0%
0.13%
-14.2%
Q1 2022$611,000
-24.1%
4,485
-11.8%
0.15%
-11.9%
Q4 2021$805,000
-0.4%
5,083
+2.9%
0.17%
-12.5%
Q3 2021$808,000
+4.4%
4,939
-0.7%
0.19%
-27.8%
Q2 2021$774,000
+3.5%
4,975
+1.2%
0.27%
-2.9%
Q1 2021$748,000
+22.4%
4,915
+2.2%
0.27%
-2.5%
Q4 2020$611,0004,8090.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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