Wealth Alliance Advisory Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Wealth Alliance Advisory Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,597,097
+1.4%
11,013
+1.7%
0.47%
-14.7%
Q2 2023$1,574,815
-4.6%
10,828
-14.5%
0.56%
-10.0%
Q1 2023$1,651,204
-6.9%
12,671
-4.1%
0.62%
-8.8%
Q4 2022$1,772,633
+31.1%
13,219
+2.2%
0.68%
+13.8%
Q3 2022$1,352,000
+12.1%
12,938
+20.8%
0.60%
+4.6%
Q2 2022$1,206,000
+0.8%
10,710
+21.9%
0.57%
+9.8%
Q1 2022$1,197,000
-6.6%
8,784
+8.6%
0.52%
-6.8%
Q4 2021$1,281,000
+10.0%
8,088
+13.6%
0.56%
-1.6%
Q3 2021$1,165,000
+6.8%
7,120
+1.5%
0.57%
+6.6%
Q2 2021$1,091,000
+4.5%
7,012
+2.2%
0.53%
-0.7%
Q1 2021$1,044,000
+21.5%
6,858
+1.5%
0.54%
+15.3%
Q4 2020$859,000
+54.2%
6,758
+16.9%
0.46%
+40.6%
Q3 2020$557,000
+13.9%
5,781
+11.3%
0.33%
+10.0%
Q2 2020$489,000
+4.7%
5,196
+0.2%
0.30%
-17.4%
Q1 2020$467,000
-18.6%
5,184
+25.9%
0.36%
+10.7%
Q4 2019$574,000
+21.6%
4,116
+1.3%
0.33%
+11.9%
Q3 2019$472,000
+9.8%
4,064
+7.6%
0.29%
+10.6%
Q2 2019$430,000
+7.5%
3,776
+6.9%
0.26%
+2.7%
Q1 2019$400,000
-27.4%
3,533
-37.4%
0.26%
-37.4%
Q4 2018$551,000
+7.0%
5,646
+23.7%
0.41%
+56.7%
Q3 2018$515,000
+19.5%
4,566
+10.4%
0.26%
+11.4%
Q2 2018$431,000
-2.0%
4,134
+3.4%
0.24%
-7.8%
Q1 2018$440,000
+24.3%
3,998
+20.7%
0.26%
-19.5%
Q4 2017$354,0003,3110.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders