Carolina Wealth Advisors, 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
Carolina Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,356
-0.3%
990.0%0.01%
-11.1%
Q2 2023$14,399
+11.6%
990.0%0.01%
+12.5%
Q1 2023$12,901
+117181.8%
99
+16.5%
0.01%
+14.3%
Q4 2022$11
-99.9%
850.0%0.01%0.0%
Q3 2022$9,000
-10.0%
850.0%0.01%0.0%
Q2 2022$10,000
-16.7%
850.0%0.01%
-12.5%
Q1 2022$12,000
-67.6%
85
-63.8%
0.01%
-61.9%
Q4 2021$37,000
+164.3%
235
+176.5%
0.02%
+133.3%
Q3 2021$14,000
+7.7%
850.0%0.01%0.0%
Q2 2021$13,000
-27.8%
85
-29.8%
0.01%
-30.8%
Q1 2021$18,000
+500.0%
121
+384.0%
0.01%
+550.0%
Q4 2020$3,000
-40.0%
25
-49.0%
0.00%
-50.0%
Q3 2020$5,000
+150.0%
49
+96.0%
0.00%
+100.0%
Q2 2020$2,0000.0%250.0%0.00%0.0%
Q1 2020$2,000
-33.3%
250.0%0.00%
-33.3%
Q4 2019$3,000250.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders