Windsor Wealth Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

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
Windsor Wealth Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,314
-5.9%
9,060
-5.6%
0.24%
-4.0%
Q2 2023$1,396
+15.5%
9,596
+1.5%
0.25%
+7.3%
Q1 2023$1,209
-10.3%
9,454
-3.3%
0.23%
-16.1%
Q4 2022$1,348
-99.9%
9,775
+1.6%
0.28%
+9.8%
Q3 2022$1,019,000
-8.8%
9,618
-3.7%
0.25%
-10.9%
Q2 2022$1,117,000
-41.5%
9,985
-30.1%
0.28%
-19.3%
Q1 2022$1,908,000
-20.2%
14,294
+0.3%
0.35%
-19.6%
Q4 2021$2,392,000
+3.5%
14,253
+3.1%
0.44%
-9.1%
Q3 2021$2,310,000
+10.5%
13,824
+2.8%
0.48%
+6.9%
Q2 2021$2,091,000
-3.1%
13,444
-5.1%
0.45%
-12.1%
Q1 2021$2,157,000
+31.0%
14,168
+9.4%
0.51%
+22.7%
Q4 2020$1,646,000
-20.5%
12,950
-36.7%
0.42%
-30.4%
Q3 2020$2,070,000
-5.1%
20,449
-11.8%
0.60%
-13.3%
Q2 2020$2,181,000
+68.0%
23,184
+60.8%
0.69%
+32.7%
Q1 2020$1,298,000
-34.8%
14,421
+0.9%
0.52%
-28.6%
Q4 2019$1,992,000
+18.3%
14,291
-3.9%
0.73%
-0.1%
Q3 2019$1,684,000
+6.5%
14,873
+6.9%
0.73%
+5.8%
Q2 2019$1,581,000
+43.5%
13,908
+27.7%
0.69%
+12.3%
Q1 2019$1,102,000
-24.9%
10,888
-27.6%
0.62%
-38.4%
Q4 2018$1,468,000
-11.4%
15,040
+2.5%
1.00%
-6.6%
Q3 2018$1,656,000
+8.8%
14,680
+0.5%
1.08%
-9.7%
Q2 2018$1,522,000
+3.0%
14,603
+8.7%
1.19%
-4.7%
Q1 2018$1,478,000
+2.9%
13,438
+0.0%
1.25%
+1.1%
Q4 2017$1,437,00013,4371.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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