Providence Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Providence Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,017,075
-0.7%
21,094
+0.4%
3.37%
+0.1%
Q2 2023$3,038,742
+36.7%
21,009
+33.5%
3.36%
+104.8%
Q1 2023$2,223,339
+2.5%
15,736
-1.9%
1.64%
+1.9%
Q4 2022$2,169,453
+2.8%
16,036
-0.6%
1.61%
+2.2%
Q3 2022$2,110,000
+14.9%
16,134
-2.1%
1.58%
+18.9%
Q2 2022$1,837,000
-14.0%
16,481
+4.5%
1.32%
-3.5%
Q1 2022$2,135,000
-17.8%
15,777
+1.8%
1.37%
-15.8%
Q4 2021$2,596,000
+0.8%
15,502
-0.3%
1.63%
-9.0%
Q3 2021$2,575,000
+4.9%
15,552
-2.1%
1.79%
+7.0%
Q2 2021$2,454,000
+2.0%
15,880
+0.5%
1.68%
-5.2%
Q1 2021$2,406,000
+23.1%
15,804
+1.3%
1.77%
+8.9%
Q4 2020$1,955,000
+38.4%
15,597
+6.2%
1.62%
+16.3%
Q3 2020$1,413,000
-3.8%
14,682
-6.0%
1.40%
-6.9%
Q2 2020$1,469,000
+18.6%
15,620
+8.2%
1.50%
+0.2%
Q1 2020$1,239,000
-37.7%
14,434
+0.7%
1.50%
-18.3%
Q4 2019$1,988,000
-63.4%
14,333
-68.9%
1.83%
-62.3%
Q3 2019$5,430,000
-18.2%
46,140
-20.9%
4.85%
-21.5%
Q2 2019$6,636,000
+9.6%
58,337
-1.1%
6.17%
+8.5%
Q1 2019$6,052,000
+4.3%
59,006
-1.6%
5.69%
-11.6%
Q4 2018$5,804,000
-18.3%
59,941
-4.8%
6.44%
-0.6%
Q3 2018$7,104,000
+5.7%
62,959
-2.4%
6.48%
-1.0%
Q2 2018$6,724,000
-4.3%
64,534
-0.9%
6.55%
-37.0%
Q1 2018$7,023,00065,11810.40%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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