WEALTHSOURCE PARTNERS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
WEALTHSOURCE PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,353,077
-5.7%
23,121
-5.5%
0.23%
-2.1%
Q2 2023$3,557,616
+14.8%
24,461
+2.8%
0.23%
+11.4%
Q1 2023$3,099,898
-7.1%
23,789
-4.4%
0.21%
-11.0%
Q4 2022$3,338,315
+9.8%
24,894
-14.4%
0.24%
+4.9%
Q3 2022$3,040,000
-13.4%
29,090
-6.7%
0.22%
-12.5%
Q2 2022$3,510,000
-54.5%
31,167
-44.9%
0.26%
-50.6%
Q1 2022$7,715,000
+112.2%
56,592
+146.4%
0.52%
+78.7%
Q4 2021$3,636,000
+0.1%
22,965
+3.5%
0.29%
-8.2%
Q3 2021$3,633,000
+15.3%
22,192
+9.5%
0.32%
+13.2%
Q2 2021$3,152,000
-15.1%
20,265
-16.9%
0.28%
-24.3%
Q1 2021$3,714,000
+28.5%
24,396
+7.3%
0.37%
+9.8%
Q4 2020$2,890,000
+4.6%
22,741
-20.8%
0.34%
-8.7%
Q3 2020$2,763,000
+12.7%
28,704
+10.1%
0.37%
+4.5%
Q2 2020$2,451,000
-14.9%
26,063
-18.5%
0.35%
-22.2%
Q1 2020$2,881,000
-22.8%
31,995
+19.5%
0.45%
-7.3%
Q4 2019$3,732,000
+29.9%
26,773
+9.7%
0.49%
+14.0%
Q3 2019$2,872,000
-8.6%
24,401
-13.2%
0.43%
-13.1%
Q2 2019$3,142,000
+50.2%
28,106
+36.0%
0.50%
+4.7%
Q1 2019$2,092,000
+19.5%
20,661
+15.2%
0.47%
-6.2%
Q4 2018$1,751,000
+7.0%
17,934
+23.7%
0.50%
+17.8%
Q3 2018$1,636,000
+3.4%
14,495
-4.6%
0.43%
-3.2%
Q2 2018$1,582,000
-56.5%
15,186
-59.3%
0.44%
-27.4%
Q1 2018$3,639,000
+53.2%
37,277
+67.8%
0.61%
-17.1%
Q4 2017$2,376,000
+12.2%
22,218
+0.2%
0.74%
+5.0%
Q3 2017$2,117,000
+3.9%
22,163
-0.5%
0.70%
+0.9%
Q2 2017$2,037,000
+11.5%
22,282
+7.1%
0.69%
+3.0%
Q1 2017$1,827,000
+16.1%
20,802
+14.0%
0.67%
+1.7%
Q4 2016$1,574,000
+15.7%
18,246
-10.8%
0.66%
+33.4%
Q3 2016$1,361,000
+67.8%
20,445
+56.8%
0.50%
+64.0%
Q2 2016$811,000
-15.6%
13,043
-19.6%
0.30%
-22.7%
Q1 2016$961,00016,2260.39%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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