Evergreen Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,587 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Evergreen Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$2,323,466
+1.0%
11,4880.0%1.54%
-1.2%
Q1 2024$2,300,951
+17.8%
11,4880.0%1.56%
+8.4%
Q4 2023$1,954,027
+20.2%
11,488
+2.5%
1.44%
+11.8%
Q3 2023$1,626,104
+1.1%
11,213
+1.4%
1.28%
+2.0%
Q2 2023$1,607,957
+2.9%
11,056
-7.8%
1.26%
-9.2%
Q1 2023$1,562,875
-1.4%
11,994
+1.5%
1.39%
-4.8%
Q4 2022$1,584,31011,8141.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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