SMITH SHELLNUT WILSON LLC /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
SMITH SHELLNUT WILSON LLC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$265,677
-0.3%
1,8320.0%0.16%
+8.7%
Q2 2023$266,446
-3.0%
1,832
-13.1%
0.15%
-10.2%
Q1 2023$274,563
-9.9%
2,107
-7.3%
0.17%
-11.2%
Q4 2022$304,809
+28.1%
2,2730.0%0.19%
+19.0%
Q3 2022$238,000
-7.0%
2,2730.0%0.16%
-0.6%
Q2 2022$256,000
-17.4%
2,2730.0%0.16%
-1.9%
Q1 2022$310,000
-15.3%
2,273
-1.6%
0.16%
-10.5%
Q4 2021$366,000
-9.2%
2,309
-6.3%
0.18%
-22.3%
Q3 2021$403,000
+39.0%
2,465
+32.2%
0.23%
+37.9%
Q2 2021$290,000
+2.1%
1,8650.0%0.17%
-2.3%
Q1 2021$284,000
+40.6%
1,865
+17.3%
0.17%
+44.2%
Q4 2020$202,000
-45.3%
1,590
-58.6%
0.12%
-13.0%
Q3 2020$369,000
-3.7%
3,836
-5.7%
0.14%
-49.6%
Q2 2020$383,000
+4.1%
4,067
-0.4%
0.27%
-11.3%
Q1 2020$368,000
-35.3%
4,0820.0%0.31%
-18.5%
Q4 2019$569,0004,0820.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders