Mayflower Financial Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Mayflower Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,075,364
-2.4%
21,206
-2.1%
0.46%
+12.7%
Q2 2023$3,151,863
+7.4%
21,671
-3.8%
0.41%
+5.7%
Q1 2023$2,935,094
+0.4%
22,524
+3.3%
0.39%
-4.9%
Q4 2022$2,924,540
+35.4%
21,809
+5.5%
0.41%
+16.7%
Q3 2022$2,160,000
-13.2%
20,667
-6.5%
0.35%
-8.7%
Q2 2022$2,489,000
-18.9%
22,101
-1.9%
0.38%
-7.7%
Q1 2022$3,070,000
-23.4%
22,521
-11.1%
0.41%
-22.5%
Q4 2021$4,010,000
-5.9%
25,321
+0.2%
0.53%
-7.3%
Q3 2021$4,261,000
+4.6%
25,279
-3.5%
0.58%
+2.7%
Q2 2021$4,073,000
-0.4%
26,185
-2.5%
0.56%
-7.6%
Q1 2021$4,089,000
+19.1%
26,861
-0.6%
0.61%
+2.4%
Q4 2020$3,434,00027,0210.59%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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