Warther Private Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
Warther Private Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$1,132,496
+22.4%
5,599
+21.2%
0.44%
+7.3%
Q1 2024$925,172
+33.1%
4,619
+13.0%
0.41%
+6.2%
Q4 2023$695,150
-63.4%
4,087
-68.8%
0.39%
-69.1%
Q3 2023$1,897,041
-21.2%
13,081
-20.9%
1.26%
-22.9%
Q2 2023$2,406,473
+14.9%
16,546
+2.9%
1.64%
+2.5%
Q1 2023$2,095,199
-13.4%
16,079
-10.9%
1.60%
-12.0%
Q4 2022$2,420,067
+8.6%
18,047
-15.4%
1.81%
+2.8%
Q3 2022$2,228,000
-12.9%
21,324
-5.0%
1.76%
-5.9%
Q2 2022$2,559,000
-6.2%
22,440
+11.3%
1.87%
+5.3%
Q1 2022$2,728,000
+3.7%
20,163
+24.0%
1.78%
-8.9%
Q4 2021$2,630,000
+4.8%
16,266
+8.4%
1.95%
-12.8%
Q3 2021$2,509,000
+11.6%
15,010
+4.9%
2.24%
+2.6%
Q2 2021$2,248,00014,3122.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders