Wealth Advisors of Iowa, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Wealth Advisors of Iowa, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$390,245
-1.0%
2,691
-0.7%
0.27%
-3.9%
Q2 2023$394,101
+4.8%
2,710
-6.1%
0.28%
-3.1%
Q1 2023$376,165
-9.1%
2,887
-6.4%
0.29%
-13.0%
Q4 2022$413,662
+28.5%
3,085
+0.1%
0.34%
+12.3%
Q3 2022$322,000
-67.0%
3,083
-62.5%
0.30%
+76.0%
Q2 2022$975,000
+230.5%
8,213
+279.0%
0.17%
+15.5%
Q1 2022$295,000
-16.7%
2,167
+0.1%
0.15%
-23.3%
Q3 2021$354,000
-6.1%
2,164
-10.6%
0.19%
-2.0%
Q2 2021$377,000
+6.8%
2,421
+4.4%
0.20%0.0%
Q1 2021$353,000
+19.7%
2,320
+0.0%
0.20%
+7.7%
Q4 2020$295,000
+62.1%
2,319
+14.5%
0.18%
+27.1%
Q1 2020$182,0002,0260.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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