WEALTH ENHANCEMENT ADVISORY SERVICES, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$218,210,855
+614.8%
1,504,695
+616.9%
0.72%
+118.2%
Q2 2023$30,527,234
+6.4%
209,896
-4.7%
0.33%
-1.5%
Q1 2023$28,703,171
+3455.3%
220,268
+3695.8%
0.33%
+3240.0%
Q4 2022$807,336
-86.1%
5,803
-89.4%
0.01%
-88.0%
Q3 2022$5,796,000
-50.6%
54,691
-46.7%
0.08%
-49.4%
Q2 2022$11,725,000
+87.7%
102,529
+121.4%
0.16%
+95.2%
Q1 2022$6,247,000
-10.9%
46,305
-1.3%
0.08%
-16.8%
Q4 2021$7,013,000
-26.6%
46,911
-15.8%
0.10%
-28.4%
Q3 2021$9,552,000
+144.2%
55,735
+121.5%
0.14%
+123.8%
Q2 2021$3,911,000
-61.3%
25,157
-62.0%
0.06%
-65.6%
Q1 2021$10,103,000
+19.3%
66,230
+8.5%
0.18%
-4.2%
Q4 2020$8,466,000
+5.1%
61,063
-22.4%
0.19%
-9.5%
Q3 2020$8,059,000
+26.8%
78,670
+22.1%
0.21%
+15.9%
Q2 2020$6,357,000
+34.9%
64,413
+30.2%
0.18%
+8.3%
Q1 2020$4,713,000
-27.5%
49,459
+6.0%
0.17%
-26.6%
Q4 2019$6,502,000
+18.0%
46,639
-1.7%
0.23%
+3.2%
Q3 2019$5,512,000
-11.1%
47,458
-11.4%
0.22%
-18.7%
Q2 2019$6,202,000
+76.4%
53,536
+73.2%
0.27%
+37.2%
Q1 2019$3,515,000
-9.1%
30,906
-16.4%
0.20%
-18.4%
Q4 2018$3,865,000
+26.2%
36,950
+24.7%
0.24%
+32.6%
Q3 2018$3,062,000
-6.6%
29,640
-2.3%
0.18%
-8.9%
Q2 2018$3,280,000
+13.2%
30,331
+18.7%
0.20%
+3.6%
Q1 2018$2,898,000
+6.5%
25,559
+5.8%
0.20%
+1.0%
Q4 2017$2,721,000
+35.7%
24,150
+16.8%
0.19%
+16.3%
Q3 2017$2,005,000
+88.3%
20,684
+80.0%
0.17%
+67.7%
Q2 2017$1,065,000
-77.4%
11,488
-78.8%
0.10%
-80.3%
Q1 2017$4,722,000
-5.5%
54,311
-6.2%
0.50%
-17.2%
Q4 2016$4,996,000
+82.5%
57,890
+43.2%
0.61%
+48.5%
Q3 2016$2,737,000
+111.4%
40,431
+94.0%
0.41%
+74.4%
Q2 2016$1,295,000
+18.0%
20,836
+13.1%
0.23%
+5.4%
Q1 2016$1,097,000
-19.0%
18,420
-10.2%
0.22%
-35.3%
Q4 2015$1,354,00020,5080.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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