SOA Wealth Advisors, LLC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
SOA Wealth Advisors, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,075,301
-3.1%
21,206
-2.9%
0.76%
+2.8%
Q2 2023$3,175,159
+11.6%
21,831
+0.0%
0.74%
+6.1%
Q1 2023$2,843,864
-3.0%
21,824
-0.1%
0.70%
-11.2%
Q4 2022$2,930,734
+28.3%
21,855
-0.1%
0.79%
+14.7%
Q3 2022$2,285,000
-6.9%
21,873
+0.4%
0.69%
-4.8%
Q2 2022$2,454,000
-21.2%
21,792
-4.7%
0.72%
-4.9%
Q1 2022$3,116,000
-14.8%
22,864
-0.9%
0.76%
-14.1%
Q4 2021$3,656,000
-3.7%
23,074
-0.5%
0.88%
-9.0%
Q3 2021$3,797,000
+5.4%
23,197
+0.2%
0.97%
+5.1%
Q2 2021$3,602,000
+0.5%
23,158
-1.6%
0.93%
-7.6%
Q1 2021$3,583,000
+5.8%
23,541
-2.9%
1.00%
+8.8%
Q4 2020$3,385,00024,2390.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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