Lineweaver Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
Lineweaver Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,774,494
+11.9%
19,128
+12.2%
0.81%
+14.1%
Q2 2023$2,480,147
+13.4%
17,053
+1.7%
0.71%
+5.2%
Q1 2023$2,186,897
-1.6%
16,775
+1.2%
0.67%
-0.3%
Q4 2022$2,223,359
+22.2%
16,579
-4.7%
0.67%
+14.2%
Q3 2022$1,820,000
+4.4%
17,400
+12.4%
0.59%
+2.4%
Q2 2022$1,743,000
-12.8%
15,481
+5.5%
0.58%
+0.9%
Q1 2022$2,000,000
+13.1%
14,675
+31.3%
0.57%
+12.0%
Q4 2021$1,769,000
-0.5%
11,177
+2.9%
0.51%
-5.9%
Q3 2021$1,778,000
+13.2%
10,864
+7.6%
0.54%
+5.2%
Q2 2021$1,570,000
+10.3%
10,094
+7.9%
0.52%
+2.0%
Q1 2021$1,424,000
+36.9%
9,357
+14.3%
0.50%
+23.8%
Q4 2020$1,040,000
+35.1%
8,186
+2.3%
0.41%
+18.6%
Q3 2020$770,000
+15.3%
8,001
+12.6%
0.34%
+1.2%
Q2 2020$668,000
+22.8%
7,104
+15.2%
0.34%
-0.6%
Q1 2020$544,000
-17.5%
6,169
+30.5%
0.34%
-8.1%
Q4 2019$659,0004,7280.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
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