Alpha Omega Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Alpha Omega Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,192,718
-1.8%
42,703
-1.6%
1.07%
+0.2%
Q2 2023$6,309,310
+7.9%
43,381
-3.3%
1.07%
+5.5%
Q1 2023$5,848,119
-3.8%
44,879
-1.0%
1.01%
-6.5%
Q4 2022$6,080,657
+28.4%
45,344
+0.1%
1.08%
+19.5%
Q3 2022$4,736,000
-4.7%
45,318
+2.6%
0.90%
+1.8%
Q2 2022$4,972,000
-3.2%
44,156
+17.2%
0.89%
+9.4%
Q1 2022$5,134,000
-17.8%
37,664
+1.5%
0.81%
-15.3%
Q4 2021$6,242,000
+3.2%
37,107
+0.5%
0.96%
-3.0%
Q3 2021$6,046,000
+4.7%
36,936
-0.5%
0.99%
+4.3%
Q2 2021$5,773,000
+1.9%
37,115
-0.2%
0.95%
-4.2%
Q1 2021$5,663,000
+18.6%
37,200
-1.0%
0.99%
+22.5%
Q4 2020$4,774,000
+29.2%
37,572
-2.1%
0.81%
+55.1%
Q3 2020$3,695,000
+6.4%
38,377
+4.0%
0.52%
-1.3%
Q2 2020$3,473,000
+4.2%
36,918
-0.3%
0.53%
-14.0%
Q1 2020$3,332,000
-1.8%
37,014
+52.1%
0.61%
+12.7%
Q4 2019$3,392,000
+8.0%
24,332
+1.0%
0.54%
+6.9%
Q3 2019$3,140,000
+748.6%
24,082
+627.3%
0.51%
+224.8%
Q2 2019$370,000
+10.4%
3,3110.0%0.16%
+4.7%
Q1 2019$335,000
+13.6%
3,311
+9.6%
0.15%
+1.4%
Q4 2018$295,000
-21.3%
3,021
-9.0%
0.15%
-11.9%
Q3 2018$375,000
+8.4%
3,3210.0%0.17%
-1.2%
Q2 2018$346,000
+18.1%
3,321
+24.6%
0.17%
+15.6%
Q1 2018$293,000
+5.8%
2,666
+3.1%
0.15%
+8.1%
Q4 2017$277,000
+15.4%
2,586
+2.9%
0.14%
+13.3%
Q3 2017$240,000
+18.8%
2,513
+13.6%
0.12%
+15.4%
Q2 2017$202,000
+4.1%
2,2130.0%0.10%
+1.0%
Q1 2017$194,000
+1.6%
2,2130.0%0.10%
+2.0%
Q4 2016$191,000
+127.4%
2,213
+75.2%
0.10%
+50.7%
Q3 2016$84,000
+7.7%
1,2630.0%0.07%
+1.5%
Q2 2016$78,000
+4.0%
1,2630.0%0.07%
+4.8%
Q1 2016$75,000
+8.7%
1,263
+21.6%
0.06%
+5.0%
Q4 2015$69,0001,0390.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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