WCG Wealth Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,026 filers reported holding JPMORGAN CHASE & CO in Q1 2024. The put-call ratio across all filers is 0.92 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
WCG Wealth Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$6,785
+2.6%
33,545
+1.6%
0.50%
-9.0%
Q1 2024$6,616
-7.2%
33,028
-21.2%
0.55%
+5.5%
Q4 2023$7,129
+5.3%
41,913
-8.2%
0.52%
+5.6%
Q3 2023$6,771
+102.2%
45,666
+97.3%
0.50%
+26.9%
Q2 2023$3,349
+10.6%
23,143
-0.4%
0.39%
+0.8%
Q1 2023$3,028
-99.9%
23,238
+7.5%
0.39%
-2.5%
Q4 2022$2,898,691
+33.4%
21,616
+4.0%
0.40%
+38.2%
Q3 2022$2,173,000
-40.4%
20,790
-55.7%
0.29%
+15.2%
Q2 2022$3,648,00046,9440.25%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2024
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