Wealth Advisory Solutions, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,655 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 2024$9,370,732
-0.2%
46,330
-1.2%
2.54%
+4.5%
Q1 2024$9,388,688
+10.5%
46,873
-6.1%
2.43%
-18.0%
Q4 2023$8,492,945
-46.3%
49,929
-50.3%
2.96%
-4.3%
Q3 2023$15,807,773
+103.4%
100,369
+87.8%
3.10%
+49.7%
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 ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders