Wellspring Financial 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
Wellspring Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$743,315
+13.4%
3,675
+12.3%
0.10%
-2.9%
Q1 2024$655,391
+28.8%
3,272
+9.4%
0.10%
-18.1%
Q4 2023$508,777
+18.0%
2,991
+0.6%
0.13%
+0.8%
Q3 2023$431,296
+82.1%
2,974
+82.7%
0.13%
+88.1%
Q2 2023$236,783
+8.3%
1,628
-2.9%
0.07%
+3.1%
Q1 2023$218,536
-36.7%
1,677
-34.8%
0.06%
-43.5%
Q4 2022$345,046
+56.1%
2,573
+30.9%
0.12%
+49.4%
Q2 2022$221,000
-19.6%
1,966
-2.5%
0.08%
-4.9%
Q1 2022$275,000
-14.6%
2,016
-0.8%
0.08%
-10.0%
Q4 2021$322,000
+3.2%
2,032
+6.7%
0.09%
-4.3%
Q3 2021$312,000
+5.4%
1,9050.0%0.09%
+1.1%
Q2 2021$296,000
+12.5%
1,905
-34.8%
0.09%
-26.8%
Q1 2021$263,000
-1.9%
2,921
+37.7%
0.13%
+35.1%
Q4 2020$268,000
+15.0%
2,121
-12.3%
0.09%
+3.3%
Q3 2020$233,000
+2.2%
2,419
-0.4%
0.09%
-3.2%
Q2 2020$228,000
-13.3%
2,429
-16.8%
0.09%
-26.0%
Q1 2020$263,0002,9210.13%
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