ASSET PLANNING SERVICES INC /LA/ /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
ASSET PLANNING SERVICES INC /LA/ /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,490
-0.0%
44,752
+0.2%
4.26%
+6.6%
Q2 2023$6,493
+10.8%
44,642
-0.7%
4.00%
+7.7%
Q1 2023$5,860
-53.1%
44,967
-51.8%
3.71%
-6.3%
Q4 2022$12,506
-99.7%
93,264
+100.4%
3.96%
+15.9%
Q3 2022$4,863,000
-7.4%
46,532
-0.2%
3.42%
-0.7%
Q2 2022$5,251,000
-16.5%
46,632
+1.0%
3.44%
-4.6%
Q1 2022$6,292,000
-11.0%
46,157
+3.4%
3.60%
-5.4%
Q4 2021$7,071,000
-5.6%
44,657
-2.4%
3.81%
-13.9%
Q3 2021$7,490,000
+5.2%
45,7570.0%4.42%
+7.5%
Q2 2021$7,117,000
+1.4%
45,757
-0.8%
4.11%
-3.0%
Q1 2021$7,019,000
+19.5%
46,107
-0.2%
4.24%
+12.8%
Q4 2020$5,872,000
+31.8%
46,207
-0.2%
3.76%
+23.2%
Q3 2020$4,456,000
+4.8%
46,282
+2.4%
3.05%
-0.6%
Q2 2020$4,250,000
+5.0%
45,182
+0.5%
3.07%
-8.2%
Q1 2020$4,047,000
-34.7%
44,957
+1.2%
3.34%
-15.3%
Q4 2019$6,194,000
+23.2%
44,432
+4.0%
3.95%
+21.0%
Q3 2019$5,026,000
+9.1%
42,707
+3.6%
3.26%
+8.8%
Q2 2019$4,607,000
+15.9%
41,207
+5.0%
3.00%
+10.1%
Q1 2019$3,974,000
+799.1%
39,257
+766.2%
2.72%
+710.1%
Q4 2018$442,000
-99.9%
4,5320.0%0.34%
-4.0%
Q3 2018$511,391,000
+108245.6%
4,5320.0%0.35%
+3.2%
Q2 2018$472,000
-5.2%
4,5320.0%0.34%
-7.9%
Q1 2018$498,000
+2.7%
4,5320.0%0.37%
+7.6%
Q4 2017$485,000
+12.3%
4,5320.0%0.34%
-2.3%
Q3 2017$432,000
+4.3%
4,5320.0%0.35%
+0.6%
Q2 2017$414,000
+4.0%
4,5320.0%0.35%
+3.0%
Q1 2017$398,000
+1.8%
4,5320.0%0.34%
-7.9%
Q4 2016$391,0004,5320.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders