Stratos Wealth Advisors, 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
Stratos Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,598,195
+29.9%
79,976
+30.3%
0.76%
+20.9%
Q2 2023$8,926,499
+10.9%
61,375
-0.6%
0.63%
+2.3%
Q1 2023$8,045,871
-6.8%
61,744
-4.1%
0.62%
-14.0%
Q4 2022$8,632,412
+167.6%
64,372
+108.5%
0.72%
+112.4%
Q3 2022$3,226,000
-40.2%
30,868
-35.6%
0.34%
-30.8%
Q2 2022$5,398,000
-11.9%
47,933
+6.7%
0.49%
-1.4%
Q1 2022$6,126,000
-16.1%
44,940
-2.5%
0.50%
-5.3%
Q4 2021$7,298,000
-0.5%
46,087
+2.9%
0.52%
-16.3%
Q3 2021$7,335,000
+19.1%
44,807
+13.2%
0.63%
+15.0%
Q2 2021$6,158,000
+15.8%
39,592
+13.3%
0.54%
-3.5%
Q1 2021$5,318,000
+48.8%
34,932
+24.2%
0.56%
+14.6%
Q4 2020$3,575,000
+66.0%
28,132
+25.8%
0.49%
-6.1%
Q3 2020$2,154,000
+7.8%
22,371
+5.3%
0.52%
-14.4%
Q2 2020$1,998,000
+124.2%
21,245
+114.8%
0.61%
-2.9%
Q1 2020$891,000
-6.0%
9,892
+45.5%
0.63%
+17.3%
Q4 2019$948,000
-35.3%
6,799
-45.4%
0.54%
-4.1%
Q3 2019$1,466,000
+7.0%
12,460
+1.7%
0.56%
+2.7%
Q2 2019$1,370,000
+11.7%
12,254
+1.1%
0.55%
-17.6%
Q1 2019$1,227,000
+5.2%
12,117
+1.4%
0.66%
-14.8%
Q4 2018$1,166,00011,9450.78%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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