TOTH FINANCIAL ADVISORY CORP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
TOTH FINANCIAL ADVISORY CORP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$227,207
+3.5%
1,567
+3.8%
0.04%
+9.4%
Q2 2023$219,574
+8.4%
1,510
-2.8%
0.03%0.0%
Q1 2023$202,487
+4.8%
1,554
+7.8%
0.03%
+3.2%
Q4 2022$193,245
+14.3%
1,441
-10.7%
0.03%0.0%
Q3 2022$169,000
+7.0%
1,614
+14.7%
0.03%
+10.7%
Q2 2022$158,000
-16.4%
1,407
+1.5%
0.03%0.0%
Q1 2022$189,000
-13.7%
1,386
+0.1%
0.03%
-6.7%
Q4 2021$219,000
-3.5%
1,3850.0%0.03%
-11.8%
Q3 2021$227,000
+8.1%
1,385
+2.5%
0.03%
+6.2%
Q2 2021$210,000
+1.9%
1,351
+0.1%
0.03%
-3.0%
Q1 2021$206,000
+30.4%
1,350
+8.7%
0.03%
+22.2%
Q4 2020$158,000
+32.8%
1,242
+0.1%
0.03%
+17.4%
Q3 2020$119,000
-0.8%
1,241
-2.5%
0.02%
-11.5%
Q2 2020$120,000
-14.3%
1,273
-18.3%
0.03%
-35.0%
Q1 2020$140,000
-35.5%
1,559
+0.1%
0.04%
-9.1%
Q4 2019$217,000
-8.8%
1,558
-23.1%
0.04%
-15.4%
Q3 2019$238,000
+0.8%
2,025
-4.0%
0.05%
-1.9%
Q2 2019$236,000
+10.8%
2,110
+0.4%
0.05%
+6.0%
Q1 2019$213,000
+4.4%
2,101
+0.5%
0.05%
-10.7%
Q4 2018$204,000
-13.2%
2,091
+0.5%
0.06%
+7.7%
Q3 2018$235,000
+5.9%
2,081
-2.5%
0.05%0.0%
Q2 2018$222,000
-16.9%
2,135
-12.1%
0.05%
-20.0%
Q1 2018$267,000
+3.1%
2,428
+0.3%
0.06%
+6.6%
Q4 2017$259,000
+29.5%
2,421
+15.6%
0.06%
+22.0%
Q3 2017$200,0002,0940.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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