Cedar Wealth Management, 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
Cedar Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$222,461
-0.3%
1,5340.0%0.09%
+2.3%
Q2 2023$223,105
+11.6%
1,5340.0%0.09%
+4.9%
Q1 2023$199,896
+6111.8%
1,534
+6291.7%
0.08%
+4000.0%
Q4 2022$3,218
+7.3%
240.0%0.00%
+100.0%
Q3 2022$3,000
-40.0%
24
-50.0%
0.00%
-50.0%
Q2 2022$5,000
-28.6%
480.0%0.00%
-33.3%
Q1 2022$7,000
-12.5%
480.0%0.00%0.0%
Q4 2021$8,000
-38.5%
48
-42.9%
0.00%
-50.0%
Q1 2021$13,000
+18.2%
840.0%0.01%0.0%
Q4 2020$11,000
+37.5%
840.0%0.01%
+20.0%
Q3 2020$8,000
-11.1%
84
-10.6%
0.01%
-16.7%
Q2 2020$9,000
-59.1%
94
-62.2%
0.01%
-60.0%
Q1 2020$22,000
+83.3%
249
+196.4%
0.02%
+114.3%
Q4 2019$12,000
+20.0%
840.0%0.01%0.0%
Q3 2019$10,000
-41.2%
84
-47.2%
0.01%
-30.0%
Q2 2018$17,000
+325.0%
159
+253.3%
0.01%
+400.0%
Q3 2017$4,0000.0%450.0%0.00%
-33.3%
Q2 2017$4,0000.0%450.0%0.00%
+50.0%
Q1 2017$4,0000.0%450.0%0.00%
-33.3%
Q4 2016$4,000
+33.3%
450.0%0.00%
+50.0%
Q3 2016$3,0000.0%450.0%0.00%0.0%
Q2 2016$3,0000.0%45
-23.7%
0.00%0.0%
Q1 2016$3,000
-25.0%
590.0%0.00%
-33.3%
Q4 2015$4,000590.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders