WESPAC Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
WESPAC Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$282,499
-0.3%
1,9480.0%0.21%
-7.0%
Q2 2023$283,317
-2.9%
1,948
-13.0%
0.23%
-17.2%
Q1 2023$291,634
-76.2%
2,238
-75.5%
0.27%
-87.1%
Q4 2022$1,224,098
+29.5%
9,128
+0.9%
2.12%
+66.7%
Q3 2022$945,000
+310.9%
9,044
+435.5%
1.27%
+410.8%
Q1 2022$230,000
-91.3%
1,689
-89.9%
0.25%
-86.0%
Q4 2021$2,656,000
-16.4%
16,773
-13.6%
1.78%
-9.2%
Q3 2021$3,176,000
+171.9%
19,402
+158.4%
1.96%
-12.4%
Q2 2021$1,168,000
-58.9%
7,508
-59.8%
2.24%
+5.3%
Q1 2021$2,840,000
+7.6%
18,658
-10.2%
2.12%
+4.2%
Q4 2020$2,639,000
+60.9%
20,770
+21.9%
2.04%
+0.3%
Q3 2020$1,640,000
-33.2%
17,038
-34.7%
2.03%
-27.1%
Q2 2020$2,455,000
+819.5%
26,105
+1261.8%
2.78%
+963.0%
Q4 2019$267,000
-66.5%
1,917
-72.8%
0.26%
-43.5%
Q3 2018$796,000
+41.1%
7,058
+30.3%
0.46%
-20.3%
Q2 2018$564,000
-25.4%
5,416
-21.3%
0.58%
+26.0%
Q1 2018$756,000
+81.3%
6,878
+76.3%
0.46%
+19.4%
Q4 2017$417,000
-40.6%
3,902
-46.9%
0.39%
-16.4%
Q3 2017$702,000
+6.5%
7,348
+1.9%
0.46%
+2.7%
Q2 2017$659,000
-51.8%
7,214
-64.9%
0.45%
-70.8%
Q3 2016$1,367,000
-1.1%
20,529
-7.7%
1.54%
+8.0%
Q2 2016$1,382,000
+20.7%
22,247
+15.1%
1.43%
+0.4%
Q1 2016$1,145,00019,3331.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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