Wagner Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Wagner Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$994,910
-0.0%
6,861
+0.3%
0.36%
-3.9%
Q2 2023$995,164
+16.8%
6,842
+4.6%
0.38%
-1.8%
Q1 2023$852,140
-2.5%
6,539
+0.3%
0.39%
-28.5%
Q4 2022$874,241
+28.8%
6,519
+0.3%
0.54%
+7.3%
Q3 2022$679,000
+7.6%
6,497
+15.9%
0.50%
+0.2%
Q2 2022$631,000
-15.1%
5,606
+2.8%
0.50%
-3.1%
Q1 2022$743,000
-29.9%
5,452
-18.5%
0.52%
-36.0%
Q4 2021$1,060,000
-0.7%
6,691
+6.4%
0.81%
-4.8%
Q3 2021$1,068,000
+6.6%
6,288
-2.4%
0.85%
+18.7%
Q2 2021$1,002,000
+10.0%
6,443
+7.6%
0.72%
+0.3%
Q1 2021$911,000
+22.4%
5,986
+2.3%
0.72%
+1.3%
Q4 2020$744,000
+24.0%
5,854
+10.1%
0.71%
+76.8%
Q3 2018$600,000
+27.9%
5,318
+18.0%
0.40%
+18.3%
Q2 2018$469,000
+4.0%
4,505
+9.9%
0.34%
-1.7%
Q1 2018$451,000
-0.7%
4,100
+0.0%
0.34%
+1.2%
Q4 2017$454,0004,0990.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders