Wills Financial Group, Inc. - 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
Wills Financial Group, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,007,425
-0.3%
6,947
+0.0%
0.54%
+6.2%
Q2 2023$1,010,247
+12.4%
6,946
+0.7%
0.51%
+6.0%
Q1 2023$898,541
-42.3%
6,895
-40.6%
0.48%
+11.8%
Q4 2022$1,556,278
+146.2%
11,606
+91.8%
0.43%
+23.4%
Q3 2022$632,000
+33.9%
6,051
+44.3%
0.35%
+51.3%
Q2 2022$472,000
+46.1%
4,193
+77.1%
0.23%
+70.6%
Q1 2022$323,000
-9.8%
2,368
+4.7%
0.14%
-4.2%
Q4 2021$358,000
-3.2%
2,2610.0%0.14%
-14.5%
Q3 2021$370,000
+5.4%
2,2610.0%0.17%
+9.2%
Q2 2021$351,000
+3.8%
2,261
+1.6%
0.15%
-7.3%
Q1 2021$338,000
+21.6%
2,226
+1.4%
0.16%
+18.0%
Q4 2020$278,000
-77.5%
2,195
-82.0%
0.14%
-83.4%
Q1 2019$1,234,000
-5.0%
12,193
-8.4%
0.84%
-16.1%
Q4 2018$1,299,000
-34.5%
13,308
-24.3%
1.00%
-23.8%
Q3 2018$1,984,000
+8.3%
17,5830.0%1.31%
-1.3%
Q2 2018$1,832,000
-2.3%
17,583
+3.1%
1.33%
-4.4%
Q1 2018$1,875,00017,0531.39%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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