WNY Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 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
WNY Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$517,984
+11.5%
3,572
+11.9%
0.10%
+2.0%
Q2 2023$464,441
+8.3%
3,193
-3.0%
0.10%
-2.9%
Q1 2023$428,923
-12.0%
3,292
-9.4%
0.10%
-22.7%
Q4 2022$487,140
+12.8%
3,633
-12.4%
0.13%
-15.9%
Q3 2022$432,000
-6.7%
4,145
+1.3%
0.16%0.0%
Q2 2022$463,000
-16.7%
4,093
+1.0%
0.16%
-8.7%
Q1 2022$556,000
-12.7%
4,052
+1.0%
0.17%
-9.0%
Q4 2021$637,000
-3.2%
4,010
+0.1%
0.19%
-16.7%
Q3 2021$658,000
+4.9%
4,007
-0.6%
0.23%
+0.9%
Q2 2021$627,000
+2.5%
4,033
+0.1%
0.22%
-7.8%
Q1 2021$612,000
+37.2%
4,030
+14.9%
0.24%
+8.4%
Q4 2020$446,0003,5080.22%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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