Abacus Wealth Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Abacus Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$428,244
+61.3%
2,953
+61.8%
0.13%
+66.2%
Q2 2023$265,460
+17.6%
1,825
+10.5%
0.08%
+6.7%
Q1 2023$225,758
+1.9%
1,651
-0.1%
0.08%
-5.1%
Q4 2022$221,533
+9.7%
1,652
-14.5%
0.08%
-26.2%
Q3 2022$201,999
+0.5%
1,933
+8.4%
0.11%
+2.9%
Q2 2022$200,896
-7.2%
1,784
+12.3%
0.10%
+8.3%
Q1 2022$216,476
-43.0%
1,588
-33.8%
0.10%
-28.4%
Q4 2021$379,947
-5.2%
2,399
-2.0%
0.13%
-9.5%
Q3 2021$400,944
-21.6%
2,449
-25.6%
0.15%
-26.0%
Q2 2021$511,714
+2.2%
3,2900.0%0.20%
-43.8%
Q1 2021$500,825
+33.0%
3,290
+11.0%
0.36%
+8.5%
Q4 2020$376,6352,9640.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders