WEALTH ADVISORS, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$378,792
-2.1%
2,6120.0%0.17%
+3.0%
Q2 2023$386,968
+15.3%
2,6120.0%0.16%
+3.1%
Q1 2023$335,694
+3.0%
2,612
+7.5%
0.16%
-7.5%
Q4 2022$325,863
+28.3%
2,4300.0%0.17%
+34.1%
Q3 2022$254,000
-7.3%
2,4300.0%0.13%
-3.0%
Q2 2022$274,000
-17.2%
2,4300.0%0.13%
+10.8%
Q1 2022$331,000
-17.9%
2,430
-4.6%
0.12%
-14.3%
Q4 2021$403,000
-5.2%
2,546
+0.0%
0.14%
-15.7%
Q3 2021$425,000
+11.5%
2,545
+1.4%
0.17%
+19.4%
Q2 2021$381,000
-0.8%
2,511
-2.5%
0.14%
-9.2%
Q1 2021$384,000
+17.4%
2,575
+0.0%
0.15%
+6.2%
Q4 2020$327,000
+11.2%
2,574
-11.0%
0.14%
+5.1%
Q3 2020$294,000
+6.9%
2,893
+0.0%
0.14%
-6.2%
Q2 2020$275,000
+10.0%
2,892
+0.9%
0.15%
-11.5%
Q1 2020$250,000
-81.3%
2,865
-71.0%
0.16%
-78.4%
Q4 2019$1,338,0009,8650.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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