WESPAC Advisors SoCal, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,902 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.80 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
WESPAC Advisors SoCal, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,712,831
+0.2%
46,289
+0.5%
2.27%
-1.1%
Q2 2023$6,696,348
+12.1%
46,042
+0.5%
2.29%
+11.3%
Q1 2023$5,972,238
-2.4%
45,831
+0.5%
2.06%
-9.5%
Q4 2022$6,116,703
+7.3%
45,613
+0.8%
2.28%
-4.5%
Q3 2022$5,698,000
-26.6%
45,269
-18.7%
2.38%
-35.4%
Q4 2019$7,762,000
+13.6%
55,681
-4.1%
3.68%
+9.2%
Q3 2019$6,835,000
+5.5%
58,079
+0.2%
3.38%
-2.2%
Q2 2019$6,479,000
+21.7%
57,959
+10.2%
3.45%
+17.3%
Q1 2019$5,322,000
+4.4%
52,579
+0.6%
2.94%
-8.6%
Q4 2018$5,100,000
-12.0%
52,248
+1.8%
3.22%
+10.8%
Q3 2018$5,794,000
+7.9%
51,349
-0.3%
2.91%
-6.0%
Q2 2018$5,368,000
-4.6%
51,524
+0.7%
3.09%
-5.2%
Q1 2018$5,627,000
+4.8%
51,174
+1.9%
3.26%
+6.5%
Q4 2017$5,368,000
+12.1%
50,199
+0.1%
3.06%
+7.4%
Q3 2017$4,788,000
+1.2%
50,139
-3.1%
2.85%
-5.8%
Q2 2017$4,731,000
-99.9%
51,764
+4.1%
3.02%
+11.6%
Q1 2017$4,367,756,000
+7.5%
49,724
+5.6%
2.71%
+3.0%
Q4 2016$4,063,741,000
+26.7%
47,094
-2.2%
2.63%
+21.6%
Q3 2016$3,206,908,000
+3.7%
48,159
-3.3%
2.16%
+7.5%
Q2 2016$3,093,577,000
+2.4%
49,784
-2.4%
2.01%
-9.5%
Q1 2016$3,020,752,000
+86305.9%
51,009
-3.7%
2.22%
-3.6%
Q4 2015$3,496,00052,9542.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2016
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders