Welch Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Welch Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$47,532,458
-1.0%
327,765
-0.7%
2.82%
+2.3%
Q2 2023$48,022,301
+13.6%
330,186
+1.8%
2.75%
+12.0%
Q1 2023$42,258,499
+1.8%
324,292
+4.8%
2.46%
+3.5%
Q4 2022$41,515,300
+31.9%
309,585
+2.8%
2.38%
+16.0%
Q3 2022$31,467,000
+0.8%
301,118
+8.7%
2.05%
+7.6%
Q2 2022$31,203,000
-1.6%
277,090
+19.1%
1.90%
+5.1%
Q1 2022$31,720,000
+349.3%
232,684
+421.9%
1.81%
+338.5%
Q4 2021$7,060,000
+0.5%
44,582
+3.9%
0.41%
-13.2%
Q3 2021$7,024,000
+14.7%
42,911
+9.0%
0.48%
+13.9%
Q2 2021$6,124,000
+6.8%
39,371
+4.5%
0.42%
+1.2%
Q1 2021$5,733,000
+39.5%
37,661
+16.4%
0.41%
+25.2%
Q4 2020$4,110,000
+45.0%
32,345
+9.9%
0.33%
+33.1%
Q3 2020$2,834,000
+11.9%
29,441
+9.4%
0.25%
+4.6%
Q2 2020$2,532,000
+14.9%
26,919
+9.9%
0.24%
+0.9%
Q1 2020$2,204,000
-25.8%
24,483
+14.9%
0.24%
-19.5%
Q4 2019$2,970,000
+29.0%
21,304
+8.9%
0.29%
+23.7%
Q3 2019$2,302,000
+6.1%
19,562
+0.8%
0.24%
+1.7%
Q2 2019$2,170,000
+14.6%
19,412
+3.7%
0.23%
+11.5%
Q1 2019$1,894,000
+15.5%
18,712
+11.4%
0.21%
+3.5%
Q4 2018$1,640,000
-11.8%
16,797
+1.9%
0.20%
+3.6%
Q3 2018$1,860,000
+14.2%
16,487
+5.4%
0.19%
-4.4%
Q2 2018$1,629,000
-4.9%
15,636
+0.4%
0.20%
-6.5%
Q1 2018$1,713,000
+15.1%
15,574
+11.9%
0.22%
-6.1%
Q4 2017$1,488,000
+18.0%
13,918
+5.4%
0.23%
+9.5%
Q3 2017$1,261,000
+0.7%
13,207
-3.6%
0.21%
+1.0%
Q2 2017$1,252,000
+107.3%
13,701
+99.4%
0.21%
+83.3%
Q1 2017$604,000
+43.8%
6,871
+41.1%
0.11%
+39.0%
Q4 2016$420,000
-11.2%
4,871
-31.4%
0.08%
-12.8%
Q3 2016$473,000
+54.6%
7,098
+44.0%
0.09%
+51.6%
Q2 2016$306,000
-1.9%
4,929
-6.5%
0.06%
+19.2%
Q1 2016$312,000
-13.6%
5,271
-3.6%
0.05%
-20.0%
Q4 2015$361,000
+19.1%
5,469
+10.1%
0.06%
+10.2%
Q3 2015$303,000
+11.4%
4,969
+23.7%
0.06%
+15.7%
Q2 2015$272,000
+10.1%
4,017
-1.6%
0.05%
+13.3%
Q1 2015$247,000
-3.1%
4,0830.0%0.04%
-8.2%
Q4 2014$255,000
+1.6%
4,083
-1.9%
0.05%
-5.8%
Q3 2014$251,000
+6.8%
4,162
+2.0%
0.05%
+6.1%
Q2 2014$235,000
-5.2%
4,082
+0.0%
0.05%
-12.5%
Q1 2014$248,000
-2.7%
4,081
-6.3%
0.06%
-3.4%
Q4 2013$255,000
+32.8%
4,356
+17.4%
0.06%
+23.4%
Q3 2013$192,000
-15.8%
3,710
-13.9%
0.05%
-20.3%
Q2 2013$228,0004,3100.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders