Wealth Advisory Solutions, LLC - 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 Advisory Solutions, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$7,772,042
+10.8%
53,438
-0.7%
2.07%
+11.0%
Q1 2023$7,013,301
-5.8%
53,820
-3.1%
1.86%
-6.8%
Q4 2022$7,445,652
+29.5%
55,523
+0.9%
2.00%
+25.9%
Q3 2022$5,749,000
-7.9%
55,015
-0.8%
1.59%
+3.4%
Q2 2022$6,245,000
-15.1%
55,464
+2.8%
1.54%
+0.5%
Q1 2022$7,357,000
-16.8%
53,967
-0.1%
1.53%
-22.2%
Q3 2021$8,846,000
+5.3%
54,041
+0.0%
1.97%
-1.5%
Q2 2021$8,404,000
+69.2%
54,032
-38.7%
2.00%
-46.2%
Q1 2021$4,968,000
-47.3%
88,124
+18.8%
3.71%
+44.9%
Q4 2020$9,426,000
+40.5%
74,181
+6.4%
2.56%
+43.7%
Q3 2020$6,711,000
+29.3%
69,719
+26.4%
1.78%
+23.2%
Q2 2020$5,189,000
+0.3%
55,171
-4.0%
1.44%
-17.7%
Q1 2020$5,172,000
-34.7%
57,450
+1.1%
1.76%
-15.9%
Q4 2019$7,921,00056,8302.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders