SOA Wealth Advisors, 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
SOA Wealth Advisors, LLC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,075,301
-3.1%
21,206
-2.9%
0.76%
+2.8%
Q2 2023$3,175,159
+11.6%
21,831
+0.0%
0.74%
+6.1%
Q1 2023$2,843,864
-3.0%
21,824
-0.1%
0.70%
-11.2%
Q4 2022$2,930,734
+28.3%
21,855
-0.1%
0.79%
+14.7%
Q3 2022$2,285,000
-6.9%
21,873
+0.4%
0.69%
-4.8%
Q2 2022$2,454,000
-21.2%
21,792
-4.7%
0.72%
-4.9%
Q1 2022$3,116,000
-14.8%
22,864
-0.9%
0.76%
-14.1%
Q4 2021$3,656,000
-3.7%
23,074
-0.5%
0.88%
-9.0%
Q3 2021$3,797,000
+5.4%
23,197
+0.2%
0.97%
+5.1%
Q2 2021$3,602,000
+0.5%
23,158
-1.6%
0.93%
-7.6%
Q1 2021$3,583,000
+5.8%
23,541
-2.9%
1.00%
+8.8%
Q4 2020$3,385,00024,2390.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders