HB Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
HB Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$22,362,260
+10.7%
154,201
+11.1%
0.36%
+12.1%
Q2 2023$20,193,531
+19.5%
138,844
+7.0%
0.32%
+9.9%
Q1 2023$16,901,778
+0.2%
129,704
+3.2%
0.29%
-4.6%
Q4 2022$16,860,828
+53.7%
125,733
+19.8%
0.31%
+31.8%
Q3 2022$10,969,000
+10.9%
104,964
+19.5%
0.23%
+14.8%
Q2 2022$9,889,000
+6.6%
87,819
+29.0%
0.20%
+18.0%
Q1 2022$9,279,000
+33.6%
68,064
+55.2%
0.17%
+22.9%
Q4 2021$6,946,00043,8620.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders