Intergy Private Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 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
Intergy Private Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$583,318
+6.0%
2,884
+5.0%
0.24%
+6.6%
Q1 2024$550,224
+16.4%
2,747
-1.2%
0.23%
+10.8%
Q4 2023$472,708
+9.8%
2,779
-6.4%
0.20%
-5.1%
Q3 2023$430,709
+3.9%
2,970
+4.2%
0.22%
+5.9%
Q2 2023$414,359
+13.3%
2,849
+1.5%
0.20%
-1.0%
Q1 2023$365,650
+1.1%
2,806
+4.0%
0.20%
-9.3%
Q4 2022$361,6682,6970.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Manteio Capital LLC 2,538$265,00025.17%
Guidance Point Advisors, LLC 400,574$41,860,00019.10%
Global Frontier Investments LLC 339,000$35,426,00017.96%
Courant Investment Management LLC 136,592$14,274,00015.45%
Integrity Advisory, LLC 152,249$15,910,00014.78%
GREENHAVEN ASSOCIATES INC 4,820,984$503,793,00010.60%
SEARLE & CO. 261,117$27,287,00010.48%
ALGEBRIS (UK) LTD 218,252$22,580,00010.14%
Gemsstock Ltd. 79,400$8,297,0008.20%
PM CAPITAL Ltd 284,889$29,771,0007.87%
View complete list of JPMORGAN CHASE & CO shareholders