Bromfield Sneider Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Bromfield Sneider Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$49,329
+17.3%
2900.0%0.03%
+3.1%
Q3 2023$42,056
-0.3%
2900.0%0.03%
-3.0%
Q2 2023$42,178
+11.6%
2900.0%0.03%
+3.1%
Q1 2023$37,790
-2.8%
2900.0%0.03%
-11.1%
Q4 2022$38,889
+29.6%
2900.0%0.04%
+2.9%
Q3 2022$30,000
-9.1%
2900.0%0.04%
-12.5%
Q2 2022$33,000
-56.6%
290
-47.7%
0.04%
-50.0%
Q1 2022$76,0005550.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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