CWS Financial 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
CWS Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$954,837
-0.2%
6,584
+0.0%
0.38%
+5.5%
Q2 2023$957,230
+13.5%
6,582
+1.7%
0.36%
+8.0%
Q1 2023$843,335
-9.6%
6,472
+5.6%
0.34%
-16.4%
Q4 2022$933,000
+36.2%
6,131
-6.4%
0.40%
+22.6%
Q3 2022$685,000
-17.3%
6,553
-10.9%
0.33%
-13.5%
Q2 2022$828,000
-11.6%
7,353
+7.0%
0.38%
+7.1%
Q1 2022$937,000
-11.8%
6,871
+2.5%
0.35%
-5.3%
Q4 2021$1,062,000
+9.5%
6,705
+7.5%
0.37%
-3.4%
Q2 2021$970,000
+4.0%
6,237
+1.7%
0.39%
-3.7%
Q1 2021$933,000
+19.8%
6,131
+0.0%
0.40%
-11.3%
Q4 2020$779,000
+32.0%
6,128
+0.0%
0.45%
+15.3%
Q3 2020$590,000
+2.4%
6,126
-0.0%
0.39%
-5.3%
Q2 2020$576,000
-16.9%
6,128
+23.3%
0.42%
-19.1%
Q1 2020$693,0000.0%4,9680.0%0.51%
+1.4%
Q4 2019$693,0004,9680.51%
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