J.W. COLE ADVISORS, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 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
J.W. COLE ADVISORS, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,072,967
+1.7%
34,981
+2.0%
0.37%
+5.1%
Q2 2023$4,990,054
+7.7%
34,310
-3.5%
0.36%
+7.9%
Q1 2023$4,632,313
+3.7%
35,548
+6.8%
0.33%
-3.8%
Q4 2022$4,465,304
+34.3%
33,298
+4.7%
0.34%
+23.4%
Q3 2022$3,325,000
-4.6%
31,814
+2.8%
0.28%0.0%
Q2 2022$3,484,000
-19.5%
30,941
-2.6%
0.28%
-4.1%
Q1 2022$4,330,000
-13.8%
31,763
+0.2%
0.29%
-11.3%
Q4 2021$5,021,000
-0.1%
31,708
+0.6%
0.33%
-8.9%
Q3 2021$5,025,000
-7.4%
31,533
-9.6%
0.36%
-15.9%
Q2 2021$5,426,000
+6.2%
34,884
+3.9%
0.43%
-13.2%
Q1 2021$5,109,000
+18.3%
33,561
-1.3%
0.49%
+9.6%
Q4 2020$4,319,000
-47.5%
33,991
-60.2%
0.45%
-28.8%
Q3 2020$8,231,000
+157.9%
85,495
+151.9%
0.63%
+31.5%
Q2 2020$3,192,000
+387.3%
33,935
+366.8%
0.48%
-62.1%
Q1 2020$655,000
-85.4%
7,270
-77.4%
1.27%
+123.7%
Q4 2019$4,489,00032,2050.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders