Advocacy Wealth Management Services, LLC - 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
Advocacy Wealth Management Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$32,0000.0%2860.0%0.01%0.0%
Q2 2022$32,000
-23.8%
286
-7.7%
0.01%
-28.6%
Q1 2022$42,000
-14.3%
310
+0.3%
0.01%
-12.5%
Q4 2021$49,000
-3.9%
3090.0%0.01%
-11.1%
Q3 2021$51,000
+104.0%
309
+94.3%
0.01%
+80.0%
Q2 2021$25,000
+19.0%
159
+17.8%
0.01%
+25.0%
Q1 2021$21,000
-4.5%
135
-23.7%
0.00%
+33.3%
Q4 2020$22,000
+29.4%
1770.0%0.00%0.0%
Q3 2020$17,000
-22.7%
177
-25.6%
0.00%
-25.0%
Q2 2020$22,000
-18.5%
238
-24.4%
0.00%
-33.3%
Q1 2020$27,000
-22.9%
315
+25.5%
0.01%
-40.0%
Q4 2019$35,000
+16.7%
251
-2.3%
0.01%
-50.0%
Q3 2019$30,000
-18.9%
257
-22.1%
0.02%
-25.9%
Q2 2019$37,000
+5.7%
3300.0%0.03%
-28.9%
Q1 2019$35,000
-16.7%
330
-23.3%
0.04%
+18.8%
Q4 2018$42,000
+10.5%
430
+27.6%
0.03%
+39.1%
Q3 2018$38,000
+8.6%
3370.0%0.02%0.0%
Q2 2018$35,000
+2.9%
337
+9.8%
0.02%0.0%
Q1 2018$34,000
-24.4%
307
-26.6%
0.02%
-25.8%
Q4 2017$45,000
+12.5%
4180.0%0.03%
+93.8%
Q3 2017$40,000
+5.3%
4180.0%0.02%
+14.3%
Q2 2017$38,000
+15.2%
418
+12.1%
0.01%
+16.7%
Q1 2017$33,000
+3.1%
3730.0%0.01%
+20.0%
Q4 2016$32,000
+23.1%
373
-3.6%
0.01%0.0%
Q3 2016$26,000
-31.6%
387
-37.2%
0.01%
-47.4%
Q2 2016$38,000
-20.8%
616
-23.4%
0.02%
-42.4%
Q1 2016$48,000
-14.3%
804
-5.0%
0.03%
-47.6%
Q4 2015$56,000
-42.9%
846
-53.8%
0.06%
-76.5%
Q3 2013$98,000
+790.9%
1,832
+768.2%
0.27%
+509.1%
Q2 2013$11,0002110.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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