Moser Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 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
Moser Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,534,805
-0.3%
17,4790.0%1.78%
+4.0%
Q2 2023$2,542,146
+6.0%
17,479
-2.3%
1.71%
-5.4%
Q4 2022$2,398,915
+27.9%
17,889
-0.3%
1.81%
+23.4%
Q3 2022$1,876,000
-6.9%
17,949
+0.3%
1.47%
-2.2%
Q2 2022$2,015,000
-16.4%
17,895
+1.2%
1.50%
-0.5%
Q1 2022$2,411,000
-13.4%
17,688
+0.7%
1.51%
-10.5%
Q4 2021$2,783,000
-5.1%
17,573
-2.0%
1.68%
-10.3%
Q3 2021$2,934,000
+5.8%
17,923
+0.6%
1.88%
+5.1%
Q2 2021$2,772,000
+3.2%
17,823
+1.0%
1.78%
-5.4%
Q1 2021$2,687,000
+19.8%
17,6480.0%1.89%
+14.2%
Q4 2020$2,243,000
+32.0%
17,6480.0%1.65%
+22.4%
Q3 2020$1,699,000
+11.3%
17,648
+8.8%
1.35%
-7.2%
Q2 2020$1,526,000
+1367.3%
16,225
+1310.9%
1.46%
+1103.3%
Q1 2020$104,000
+65.1%
1,150
+155.6%
0.12%
+101.7%
Q4 2019$63,0004500.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders