WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$5,646,015
+22.2%
33,192
+4.2%
0.58%
+8.0%
Q3 2023$4,620,467
+39.9%
31,861
+40.4%
0.54%
+15.0%
Q2 2023$3,301,580
-16.1%
22,701
-24.9%
0.47%
+4.2%
Q1 2023$3,937,289
-44.3%
30,215
-38.7%
0.45%
-9.1%
Q4 2022$7,062,835
+20.0%
49,321
+0.0%
0.49%
+20.8%
Q1 2022$5,885,000
-14.1%
49,300
+7.0%
0.41%
-9.5%
Q4 2021$6,848,000
-9.1%
46,081
-0.5%
0.45%
-10.0%
Q3 2021$7,532,000
-2.1%
46,330
-2.9%
0.50%
-7.4%
Q2 2021$7,693,000
+2.3%
47,737
-1.3%
0.54%
-7.4%
Q1 2021$7,521,000
+6.3%
48,376
-5.5%
0.58%
-2.8%
Q4 2020$7,074,000
-5.7%
51,170
-22.6%
0.60%
-17.8%
Q3 2020$7,499,000
-43.4%
66,149
-48.9%
0.73%
-46.7%
Q2 2020$13,249,000
+35.3%
129,415
+15.6%
1.37%
+7.9%
Q1 2020$9,795,000
-25.7%
111,919
+17.1%
1.27%
-18.4%
Q4 2019$13,185,000
+7.0%
95,544
-0.3%
1.56%
-7.5%
Q3 2019$12,318,000
+25.4%
95,876
+6.7%
1.68%
+13.9%
Q2 2019$9,823,000
-1.8%
89,835
-1.3%
1.48%
-5.3%
Q1 2019$9,999,000
+10.8%
90,982
+6.4%
1.56%
+7.5%
Q4 2018$9,026,000
+4.7%
85,521
+7.6%
1.45%
-7.8%
Q3 2018$8,620,000
+12.3%
79,483
+7.9%
1.57%
+0.1%
Q2 2018$7,675,000
-11.7%
73,656
-6.8%
1.57%
-17.5%
Q1 2018$8,692,000
+15.4%
79,038
+12.2%
1.91%
-5.4%
Q4 2017$7,531,000
+15.7%
70,427
+3.4%
2.02%
+10.5%
Q3 2017$6,507,000
+12.2%
68,126
+7.4%
1.82%
+9.6%
Q2 2017$5,798,000
-97.6%
63,432
+2153.4%
1.66%
+97.5%
Q1 2017$242,587,000
-91.2%
2,815
-93.2%
0.84%
-6.3%
Q3 2016$2,763,122,000
+7.6%
41,489
-48.0%
0.90%
+173.6%
Q2 2016$2,567,133,000
+11.5%
79,719
-25.4%
0.33%
-12.0%
Q4 2015$2,303,230,000
+263126.3%
106,874
+727.4%
0.37%
-2.3%
Q2 2015$875,000
+124.4%
12,917
+100.6%
0.38%
+110.4%
Q1 2015$390,0006,4400.18%
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