WealthTrust Axiom LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
WealthTrust Axiom LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$753,831
-11.1%
5,198
-10.8%
0.27%
-3.6%
Q2 2023$847,685
+11.2%
5,828
-0.3%
0.28%
+8.1%
Q1 2023$762,025
+0.1%
5,847
+3.0%
0.26%
-2.3%
Q4 2022$761,444
+27.5%
5,678
-0.7%
0.27%
+16.7%
Q3 2022$597,000
-7.3%
5,717
-0.2%
0.23%
-0.4%
Q2 2022$644,000
-17.4%
5,726
+0.0%
0.23%
-6.1%
Q1 2022$780,000
-14.8%
5,724
-1.0%
0.24%
-16.4%
Q4 2021$915,000
-4.0%
5,784
-0.7%
0.29%
-9.6%
Q3 2021$953,000
+6.2%
5,822
+0.9%
0.32%
+12.2%
Q2 2021$897,000
-7.5%
5,769
-9.5%
0.29%
-12.2%
Q1 2021$970,000
+29.5%
6,378
+8.1%
0.33%
+20.6%
Q4 2020$749,000
+20.6%
5,898
-8.7%
0.27%
+1.5%
Q3 2020$621,000
-14.2%
6,457
-16.2%
0.27%
-16.0%
Q2 2020$724,000
+11.7%
7,703
+7.0%
0.32%
+0.3%
Q1 2020$648,000
-7.0%
7,202
+44.0%
0.32%
+36.5%
Q4 2019$697,000
+12.8%
5,002
-4.8%
0.23%
+6.9%
Q3 2019$618,000
+3.3%
5,252
-1.9%
0.22%
+4.8%
Q2 2019$598,000
+10.5%
5,3520.0%0.21%
+8.3%
Q1 2019$541,000
+3.6%
5,3520.0%0.19%
-10.3%
Q4 2018$522,000
-13.4%
5,3520.0%0.21%
+4.9%
Q3 2018$603,000
+10.2%
5,352
+1.9%
0.20%
+5.7%
Q2 2018$547,000
+8.1%
5,252
+14.1%
0.19%
+4.9%
Q1 2018$506,000
+22.5%
4,602
+19.0%
0.18%
+19.5%
Q4 2017$413,000
-9.8%
3,866
-19.5%
0.15%
-11.5%
Q3 2017$458,000
+55.3%
4,802
+48.5%
0.17%
+56.8%
Q2 2017$295,000
+4.2%
3,2330.0%0.11%
+6.7%
Q1 2017$283,000
-91.1%
3,233
-91.2%
0.10%
-91.0%
Q4 2016$3,169,000
+31.7%
36,733
+1.6%
1.15%
+28.0%
Q3 2016$2,407,000
+894.6%
36,158
+827.4%
0.90%
+866.7%
Q2 2016$242,000
+5.2%
3,8990.0%0.09%
+2.2%
Q1 2016$230,000
-3.0%
3,899
+8.3%
0.09%
-3.2%
Q4 2015$237,000
+8.2%
3,5990.0%0.09%
+3.3%
Q3 2015$219,000
-9.9%
3,5990.0%0.09%
+1.1%
Q2 2015$243,000
+11.5%
3,5990.0%0.09%
+15.4%
Q1 2015$218,000
-3.1%
3,5990.0%0.08%
-2.5%
Q4 2014$225,000
+2.7%
3,599
-1.4%
0.08%
+2.6%
Q3 2014$219,000
+4.3%
3,6490.0%0.08%
+9.9%
Q2 2014$210,000
-5.0%
3,6490.0%0.07%
-11.2%
Q1 2014$221,000
+3.8%
3,6490.0%0.08%
-2.4%
Q4 2013$213,0003,6490.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders