CAROLINAS WEALTH CONSULTING LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
CAROLINAS WEALTH CONSULTING LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$814,017
-28.3%
5,856
-25.0%
0.20%
-9.8%
Q2 2023$1,135,383
+5.8%
7,807
-5.2%
0.22%
-1.3%
Q1 2023$1,072,987
-0.0%
8,234
+2.9%
0.23%
-6.2%
Q4 2022$1,073,469
+26.7%
8,005
-1.2%
0.24%
+13.6%
Q3 2022$847,000
-9.5%
8,106
-2.5%
0.21%
-8.2%
Q2 2022$936,000
-12.5%
8,316
+5.9%
0.23%
-1.3%
Q1 2022$1,070,000
-16.5%
7,849
-3.0%
0.24%
-15.4%
Q4 2021$1,281,000
+10.4%
8,090
+14.1%
0.28%
+3.3%
Q3 2021$1,160,000
-1.1%
7,089
-6.0%
0.27%
+4.7%
Q2 2021$1,173,000
+14.0%
7,539
+11.5%
0.26%
+3.2%
Q1 2021$1,029,000
+16.5%
6,762
-2.7%
0.25%
+5.5%
Q4 2020$883,000
+66.6%
6,950
+26.2%
0.24%
+33.1%
Q3 2020$530,000
+66.7%
5,508
+63.1%
0.18%
+42.4%
Q2 2020$318,000
+34.2%
3,378
+28.2%
0.12%
-2.3%
Q1 2020$237,0002,6350.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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