AJ WEALTH STRATEGIES, 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
AJ WEALTH STRATEGIES, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$3,038,841
+13.5%
20,894
+1.7%
0.15%
+5.0%
Q1 2023$2,677,594
+30452.2%
20,548
-68.6%
0.14%
-69.6%
Q4 2022$8,764
-99.9%
65,357
+0.5%
0.46%
+16.2%
Q3 2022$6,793,000
+126.8%
65,009
+144.4%
0.40%
+150.6%
Q2 2022$2,995,000
-18.8%
26,594
-1.7%
0.16%
-13.2%
Q1 2022$3,689,000
-13.9%
27,059
+0.0%
0.18%
-10.8%
Q4 2021$4,284,000
-59.7%
27,054
-58.4%
0.20%
-64.5%
Q3 2021$10,635,000
+6.6%
64,968
+1.3%
0.57%
-3.5%
Q2 2021$9,977,000
-2.3%
64,144
-4.4%
0.60%
-18.0%
Q1 2021$10,217,000
+190.0%
67,113
+142.1%
0.73%
+137.3%
Q4 2020$3,523,000
+36.8%
27,723
+3.6%
0.31%
+16.8%
Q3 2020$2,575,000
+2.1%
26,750
-0.2%
0.26%
-6.4%
Q2 2020$2,521,000
+26.7%
26,802
+21.3%
0.28%
+3.7%
Q1 2020$1,989,000
+215.7%
22,091
+388.7%
0.27%
+264.9%
Q4 2019$630,000
+18.4%
4,5200.0%0.07%
+5.7%
Q3 2019$532,000
-26.8%
4,520
-30.5%
0.07%
-34.6%
Q2 2019$727,000
-19.3%
6,503
-26.9%
0.11%
-28.2%
Q1 2019$901,000
+7.1%
8,899
+3.3%
0.15%
-8.0%
Q4 2018$841,000
-10.5%
8,613
+3.4%
0.16%
-6.9%
Q3 2018$940,000
+12.6%
8,329
+2.3%
0.17%
+1.2%
Q2 2018$835,000
-32.3%
8,144
-27.4%
0.17%
-41.5%
Q1 2018$1,233,000
+3.4%
11,212
+0.5%
0.29%
-1.3%
Q4 2017$1,193,00011,1600.30%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders