PDS Planning, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
PDS Planning, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,412,491
+0.2%
37,322
+0.5%
0.70%
+1.3%
Q2 2023$5,401,182
+16.2%
37,137
+4.1%
0.69%
+7.8%
Q1 2023$4,648,187
+4.6%
35,670
+7.6%
0.64%
-9.7%
Q4 2022$4,444,565
+30.3%
33,144
+1.6%
0.71%
+14.3%
Q3 2022$3,410,000
-5.3%
32,630
+2.1%
0.62%
-4.6%
Q2 2022$3,599,000
-6.7%
31,958
+12.9%
0.65%
-4.1%
Q1 2022$3,859,000
-5.5%
28,307
+9.7%
0.68%
-13.1%
Q4 2021$4,084,000
-3.8%
25,794
-0.5%
0.78%
-20.2%
Q3 2021$4,244,000
+8.0%
25,924
+2.6%
0.98%
+2.3%
Q2 2021$3,929,000
+2.3%
25,261
+0.2%
0.96%
-14.1%
Q1 2021$3,839,000
+10.5%
25,221
-7.7%
1.11%
-6.5%
Q4 2020$3,473,000
+42.6%
27,330
+8.0%
1.19%
+20.2%
Q3 2020$2,436,000
+2.8%
25,304
+0.4%
0.99%
-7.6%
Q2 2020$2,370,000
+6.0%
25,192
+1.5%
1.07%
-24.7%
Q1 2020$2,235,000
+44.3%
24,829
+123.4%
1.43%
+46.0%
Q4 2019$1,549,000
+17.9%
11,114
-0.5%
0.98%
+7.1%
Q3 2019$1,314,000
+28.6%
11,169
+22.2%
0.91%
+20.0%
Q2 2019$1,022,000
+20.5%
9,139
+9.1%
0.76%
+15.3%
Q1 2019$848,000
-15.1%
8,377
-18.1%
0.66%
-23.2%
Q4 2018$999,000
-18.6%
10,230
-5.9%
0.86%
-18.3%
Q3 2018$1,227,000
+21.7%
10,870
+12.4%
1.05%
+5.6%
Q2 2018$1,008,000
-5.3%
9,673
+0.0%
0.99%
-7.5%
Q1 2018$1,064,000
+3.4%
9,672
+0.5%
1.08%
+3.2%
Q4 2017$1,029,0009,6251.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2023
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders