Wealthcare Advisory Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Wealthcare Advisory Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,205,533
-1.1%
42,791
-0.8%
0.28%
+1.8%
Q2 2023$6,271,650
+12.0%
43,122
+0.3%
0.28%
+16.2%
Q1 2023$5,599,635
+0.2%
42,972
+3.1%
0.24%
-9.7%
Q4 2022$5,587,609
+28.7%
41,667
+0.3%
0.27%
+7.7%
Q3 2022$4,343,000
+64.3%
41,557
+77.0%
0.25%
+55.0%
Q2 2022$2,644,000
-15.2%
23,477
+2.7%
0.16%
-15.3%
Q1 2022$3,117,000
-10.3%
22,866
+4.2%
0.19%
-9.1%
Q4 2021$3,475,000
-7.5%
21,945
-4.4%
0.21%
-15.4%
Q3 2021$3,757,000
+9.8%
22,952
+4.3%
0.25%
+7.4%
Q2 2021$3,421,000
-0.8%
21,997
-2.8%
0.23%
-8.4%
Q1 2021$3,447,000
+60.3%
22,640
+33.8%
0.25%
+30.9%
Q4 2020$2,151,000
+28.3%
16,926
-2.8%
0.19%
+3.8%
Q3 2020$1,676,000
+1.7%
17,414
-0.6%
0.18%
-10.2%
Q2 2020$1,648,000
+9.0%
17,521
+4.3%
0.20%
-7.7%
Q1 2020$1,512,000
-1.3%
16,798
+52.8%
0.22%
+13.8%
Q4 2019$1,532,000
+20.4%
10,992
+1.7%
0.20%
+5.4%
Q3 2019$1,272,000
+11.5%
10,809
+5.9%
0.18%
+2.2%
Q2 2019$1,141,000
+8.8%
10,202
-1.5%
0.18%
+1.1%
Q1 2019$1,049,000
-0.8%
10,360
-4.3%
0.18%
-12.7%
Q4 2018$1,057,000
-14.1%
10,829
-0.8%
0.20%
-9.3%
Q3 2018$1,231,000
+11.8%
10,912
+3.2%
0.23%
+4.6%
Q2 2018$1,101,000
+0.7%
10,571
+6.4%
0.22%
-12.6%
Q1 2018$1,093,000
+15.9%
9,935
+12.6%
0.25%
+1.6%
Q4 2017$943,000
+40.3%
8,820
+25.4%
0.24%
+21.5%
Q3 2017$672,0007,0360.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders