TRAPHAGEN INVESTMENT ADVISORS LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,818 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
TRAPHAGEN INVESTMENT ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$2,615,694
-0.5%
12,932
-1.4%
0.28%
+1.4%
Q1 2024$2,628,290
+18.2%
13,122
+0.4%
0.28%
+7.3%
Q4 2023$2,223,870
+23.9%
13,074
+5.6%
0.26%
+14.5%
Q3 2023$1,795,199
+0.9%
12,379
+1.2%
0.23%
-1.3%
Q2 2023$1,778,588
+13.3%
12,229
+1.5%
0.23%0.0%
Q1 2023$1,570,266
-1.3%
12,050
+1.6%
0.23%
-7.6%
Q4 2022$1,590,917
+7.3%
11,864
-16.4%
0.25%
-8.1%
Q3 2022$1,482,199
-6.6%
14,184
+0.7%
0.27%
-5.9%
Q2 2022$1,586,265
-14.8%
14,086
+3.1%
0.29%
-4.0%
Q1 2022$1,861,520
+2.6%
13,656
+19.2%
0.30%
+1.3%
Q4 2021$1,814,421
+0.9%
11,458
+4.3%
0.30%
-8.0%
Q3 2021$1,798,384
+6.7%
10,987
+1.4%
0.32%
+12.9%
Q2 2021$1,684,689
+66.4%
10,831
+62.8%
0.29%
+53.8%
Q1 2021$1,012,684
+17.2%
6,652
-2.1%
0.19%
+19.2%
Q4 2020$863,881
+32.0%
6,7980.0%0.16%
+17.3%
Q3 2020$654,437
+5.1%
6,798
+2.6%
0.13%
-5.7%
Q2 2020$622,965
+11.0%
6,623
+6.2%
0.14%
-6.0%
Q1 2020$561,347
-35.6%
6,235
-0.3%
0.15%
-27.9%
Q4 2019$871,757
+100.1%
6,254
+69.0%
0.21%
+82.5%
Q3 2019$435,580
+6.6%
3,701
+1.2%
0.11%
+4.6%
Q2 2019$408,707
+10.5%
3,656
+0.1%
0.11%
+4.8%
Q1 2019$369,9243,6540.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders