Trevian Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
Trevian Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$306
+1.0%
1,5110.0%1.52%
+636.2%
Q1 2024$303
+18.8%
1,511
+0.6%
0.21%
+4.5%
Q4 2023$255
+5.8%
1,502
-9.6%
0.20%
-10.4%
Q3 2023$241
+0.8%
1,662
+1.2%
0.22%
-88.4%
Q2 2023$239
+6.2%
1,642
-5.1%
1.91%
+807.6%
Q1 2023$225
-88.1%
1,730
-87.7%
0.21%
-89.9%
Q4 2022$1,893
-99.2%
14,118
+484.6%
2.07%
+628.9%
Q3 2022$252,000
-2.7%
2,415
+4.9%
0.28%
+1.1%
Q2 2022$259,000
-17.5%
2,3030.0%0.28%
-7.6%
Q1 2022$314,000
-13.7%
2,3030.0%0.30%
-12.9%
Q4 2021$364,0002,3030.35%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
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