Wambolt & Associates, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Wambolt & Associates, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,172,109
+3.0%
15,108
+4.2%
0.79%
+5.1%
Q2 2023$2,108,070
+10.5%
14,494
-1.1%
0.75%
+10.8%
Q1 2023$1,906,976
-2.8%
14,651
+0.1%
0.68%
-10.2%
Q4 2022$1,962,236
+28.3%
14,633
+0.0%
0.75%
+16.2%
Q3 2022$1,529,000
-8.2%
14,630
-1.1%
0.65%
-3.1%
Q2 2022$1,666,000
-16.9%
14,797
-0.2%
0.67%
-8.2%
Q1 2022$2,005,000
-36.4%
14,821
-25.6%
0.73%
-36.0%
Q4 2021$3,154,000
-3.3%
19,917
+2.1%
1.14%
-12.8%
Q3 2021$3,260,000
+12.4%
19,507
+5.7%
1.31%
+6.0%
Q2 2021$2,900,000
+35.6%
18,463
+32.7%
1.23%
+10.8%
Q1 2021$2,139,000
+39.4%
13,914
+15.3%
1.11%
+21.5%
Q4 2020$1,534,000
+35.0%
12,070
+2.3%
0.92%
+7.9%
Q3 2020$1,136,000
+11.0%
11,799
+8.5%
0.85%
+5.6%
Q2 2020$1,023,000
+41.9%
10,871
+35.8%
0.80%
+7.9%
Q1 2020$721,000
-7.0%
8,003
+43.9%
0.74%
+26.3%
Q4 2019$775,000
+47.3%
5,561
+24.4%
0.59%
+35.9%
Q3 2019$526,000
+6.3%
4,470
+1.0%
0.43%
+3.6%
Q2 2019$495,000
+50.0%
4,427
+40.9%
0.42%
+39.7%
Q1 2019$330,0003,1430.30%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders