WP Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
WP Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,626,290
-0.6%
18,110
-0.3%
1.09%
+2.7%
Q2 2023$2,641,074
+12.4%
18,159
+0.7%
1.06%
+9.1%
Q1 2023$2,349,678
-6.1%
18,031
-3.3%
0.97%
-13.3%
Q4 2022$2,501,658
+29.4%
18,655
+0.8%
1.12%
+27.6%
Q3 2022$1,934,000
-6.3%
18,510
+1.0%
0.88%
-2.3%
Q2 2022$2,063,000
-16.2%
18,324
+1.5%
0.90%
-11.5%
Q1 2022$2,461,000
-18.3%
18,050
-5.2%
1.01%
-19.3%
Q4 2021$3,014,000
-5.3%
19,033
-2.1%
1.26%
-3.8%
Q3 2021$3,182,000
+3.9%
19,437
-1.3%
1.30%
+2.2%
Q2 2021$3,062,000
+2.5%
19,686
+0.3%
1.28%
-1.1%
Q1 2021$2,988,000
+20.8%
19,628
+0.9%
1.29%
+8.1%
Q4 2020$2,473,000
+36.6%
19,458
+3.5%
1.19%
+9.4%
Q3 2020$1,810,000
+211.5%
18,801
+204.2%
1.09%
+166.7%
Q2 2020$581,000
+23.4%
6,180
+18.0%
0.41%
-10.7%
Q1 2020$471,000
-18.7%
5,237
+26.2%
0.46%
-23.4%
Q4 2019$579,000
+19.4%
4,151
+0.7%
0.60%
+7.6%
Q3 2019$485,000
+5.9%
4,122
+0.7%
0.56%
+8.8%
Q2 2019$458,000
-88.9%
4,093
+0.6%
0.51%
+14.1%
Q1 2019$4,117,000
+1024.9%
4,067
+8.5%
0.45%
+24.1%
Q4 2018$366,000
-15.5%
3,749
-2.3%
0.36%
-10.4%
Q3 2018$433,000
+8.8%
3,837
+0.5%
0.40%
+7.2%
Q2 2018$398,000
-2.9%
3,819
+2.5%
0.38%
-15.1%
Q1 2018$410,000
+13.9%
3,725
+10.6%
0.44%
+26.9%
Q4 2017$360,000
+9.8%
3,369
-1.8%
0.35%
+40.7%
Q3 2017$328,000
+5.1%
3,430
+0.5%
0.25%
+9.7%
Q2 2017$312,000
-7.7%
3,412
-11.2%
0.23%
+6.6%
Q1 2017$338,0003,8440.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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