Spire Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 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
Spire Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,460,384
+100.7%
99,713
+101.3%
0.55%
+106.8%
Q2 2023$7,204,680
-6.9%
49,537
-16.6%
0.27%
-11.6%
Q1 2023$7,736,253
+145592.1%
59,368
+49.9%
0.30%
+0.7%
Q4 2022$5,310
-99.8%
39,596
+21.4%
0.30%
+44.4%
Q3 2022$3,408,000
-50.5%
32,613
-46.7%
0.21%
-27.1%
Q2 2022$6,889,000
-41.7%
61,179
-29.3%
0.28%
-10.1%
Q1 2022$11,813,000
-67.4%
86,502
-62.2%
0.32%
-60.7%
Q4 2021$36,276,000
+9.6%
228,926
+14.1%
0.80%
-8.2%
Q3 2021$33,090,000
+8.3%
200,693
+2.3%
0.88%
+6.0%
Q2 2021$30,552,000
-10.1%
196,193
-12.6%
0.83%
-8.5%
Q1 2021$33,982,000224,4180.90%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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