Confluence Wealth Services, Inc. - 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
Confluence Wealth Services, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,021,651
+3.7%
41,523
+4.0%
1.19%
-3.5%
Q2 2023$5,808,023
+8.8%
39,934
-2.5%
1.23%
-1.0%
Q1 2023$5,336,229
+0.8%
40,950
+3.7%
1.24%
-9.7%
Q4 2022$5,296,086
+31.9%
39,494
+2.8%
1.38%
-19.0%
Q3 2022$4,016,000
-13.8%
38,433
+12.5%
1.70%
+1.0%
Q1 2022$4,658,000
-13.1%
34,176
+0.9%
1.68%
-2.7%
Q4 2021$5,362,00033,8651.73%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders