WealthOne, 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
WealthOne, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$416,738
-2.6%
2,874
-2.3%
0.17%
+7.0%
Q2 2023$427,697
+24.1%
2,941
+11.2%
0.16%
+16.3%
Q1 2023$344,677
+0.1%
2,645
+3.0%
0.14%
-3.6%
Q4 2022$344,264
+25.6%
2,567
-1.9%
0.14%
+18.6%
Q3 2022$274,000
-1.4%
2,617
+5.9%
0.12%
+3.5%
Q2 2022$278,000
-11.2%
2,472
+7.5%
0.11%
+3.6%
Q1 2022$313,000
-16.1%
2,299
-2.4%
0.11%
-14.7%
Q4 2021$373,000
+10.4%
2,355
+13.9%
0.13%
+1.6%
Q3 2021$338,000
-5.8%
2,067
-10.4%
0.13%
-9.3%
Q2 2021$359,000
-18.8%
2,307
-20.4%
0.14%
-26.3%
Q1 2021$442,000
+16.6%
2,900
-2.8%
0.19%
+3.8%
Q4 2020$379,000
+27.2%
2,985
-3.7%
0.18%
+8.9%
Q3 2020$298,000
+1.7%
3,099
-0.6%
0.17%
-6.7%
Q2 2020$293,000
+28.5%
3,118
+22.9%
0.18%
+2.9%
Q1 2020$228,000
-29.0%
2,536
+10.2%
0.18%
-12.5%
Q4 2019$321,000
+21.6%
2,302
+2.8%
0.20%
+5.8%
Q3 2019$264,000
-13.4%
2,240
-18.0%
0.19%
-12.5%
Q2 2019$305,000
+32.6%
2,731
+15.8%
0.22%
+7.5%
Q4 2018$230,0002,3590.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders