Moser Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,632 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
Moser Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$3,425,071
-0.2%
16,934
-1.2%
1.86%
-2.6%
Q1 2024$3,431,940
+16.2%
17,134
-1.3%
1.91%
+1.4%
Q4 2023$2,952,766
+16.5%
17,359
-0.7%
1.88%
+6.0%
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 Q2 2023
NameSharesValueWeighting ↓
Manteio Capital LLC 2,538$265,00025.17%
Guidance Point Advisors, LLC 400,574$41,860,00019.10%
Global Frontier Investments LLC 339,000$35,426,00017.96%
Courant Investment Management LLC 136,592$14,274,00015.45%
Integrity Advisory, LLC 152,249$15,910,00014.78%
GREENHAVEN ASSOCIATES INC 4,820,984$503,793,00010.60%
SEARLE & CO. 261,117$27,287,00010.48%
ALGEBRIS (UK) LTD 218,252$22,580,00010.14%
Gemsstock Ltd. 79,400$8,297,0008.20%
PM CAPITAL Ltd 284,889$29,771,0007.87%
View complete list of JPMORGAN CHASE & CO shareholders