WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$826,691
+6.8%
5,701
+7.1%
0.41%
+9.8%
Q2 2023$774,254
+11.1%
5,324
-0.4%
0.38%
+3.3%
Q1 2023$696,747
-80.2%
5,347
-84.1%
0.36%
-85.1%
Q3 2022$3,515,000
-3.7%
33,635
+3.8%
2.46%
-2.3%
Q2 2022$3,649,000
-13.3%
32,408
+5.0%
2.51%
+0.4%
Q1 2022$4,209,000
-12.3%
30,874
+1.9%
2.50%
-10.0%
Q4 2021$4,798,000
+18.6%
30,298
+22.5%
2.78%
+11.5%
Q3 2021$4,047,000
+6.0%
24,723
+0.7%
2.50%
+0.5%
Q2 2021$3,817,000
+2.8%
24,541
+0.6%
2.48%
-3.6%
Q1 2021$3,713,000
+20.5%
24,393
+0.6%
2.58%
+10.0%
Q4 2020$3,081,000
+31.7%
24,245
-0.2%
2.34%
+23.4%
Q3 2020$2,339,000
+9.2%
24,294
+6.7%
1.90%
+5.8%
Q2 2020$2,142,000
+4019.2%
22,768
+3825.5%
1.79%
+3635.4%
Q1 2020$52,000
-35.8%
580
+0.2%
0.05%
-17.2%
Q4 2019$81,0005790.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders