BAR HARBOR WEALTH MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
BAR HARBOR WEALTH MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$12,506,670
-2.2%
86,241
-1.9%
1.00%
+1.6%
Q2 2023$12,781,704
+7.1%
87,883
-4.1%
0.98%
+3.2%
Q1 2023$11,935,744
-6.1%
91,595
-3.4%
0.95%
-6.4%
Q4 2022$12,710,132
+26.8%
94,781
-1.2%
1.02%
+17.5%
Q3 2022$10,026,000
-6.1%
95,944
+1.2%
0.86%
+1.1%
Q2 2022$10,681,000
-7.0%
94,845
+12.6%
0.86%
-17.0%
Q1 2022$11,483,000
-14.5%
84,231
-0.7%
1.03%
-9.7%
Q4 2021$13,437,000
-0.5%
84,855
+2.9%
1.14%
-9.7%
Q3 2021$13,500,000
+3.9%
82,471
-1.3%
1.26%
+4.6%
Q2 2021$12,990,000
+0.5%
83,515
-1.6%
1.21%
-4.0%
Q1 2021$12,920,000
+18.1%
84,872
-1.4%
1.26%
+14.7%
Q4 2020$10,938,000
+34.6%
86,074
+2.0%
1.10%
+22.0%
Q3 2020$8,127,000
-4.0%
84,417
-6.3%
0.90%
-8.3%
Q2 2020$8,470,000
+9.6%
90,055
+4.9%
0.98%
-6.0%
Q1 2020$7,729,000
-32.7%
85,850
+4.2%
1.04%
-17.0%
Q4 2019$11,483,000
+39.4%
82,374
+17.7%
1.26%
+31.2%
Q3 2019$8,236,000
+2.3%
69,977
-2.8%
0.96%
+2.2%
Q2 2019$8,050,000
+11.8%
72,006
+1.3%
0.94%
+8.5%
Q1 2019$7,199,000
+1.3%
71,111
-2.4%
0.86%
-8.7%
Q4 2018$7,109,000
-12.9%
72,827
+0.7%
0.94%
+2.1%
Q3 2018$8,158,000
+9.2%
72,301
+0.8%
0.93%
+2.8%
Q2 2018$7,472,000
-3.2%
71,713
+2.2%
0.90%
-4.7%
Q1 2018$7,717,000
+0.7%
70,178
-2.1%
0.94%
+5.9%
Q4 2017$7,662,000
+12.8%
71,647
+0.7%
0.89%
+8.5%
Q3 2017$6,792,000
+4.8%
71,116
+0.3%
0.82%
+5.8%
Q2 2017$6,478,000
+4.9%
70,876
+0.8%
0.78%
+7.6%
Q1 2017$6,175,000
+0.9%
70,291
-0.8%
0.72%
+7.0%
Q4 2016$6,117,000
+33.8%
70,893
+3.2%
0.68%
+30.3%
Q3 2016$4,573,000
+4.8%
68,680
-2.2%
0.52%
+2.2%
Q2 2016$4,363,000
+6.7%
70,211
+1.7%
0.51%
+1.6%
Q1 2016$4,089,000
-12.6%
69,060
-2.5%
0.50%
-15.1%
Q4 2015$4,678,000
+7.6%
70,844
-0.7%
0.59%
+1.9%
Q3 2015$4,348,000
-12.2%
71,315
-2.4%
0.58%
-4.2%
Q2 2015$4,953,000
+12.1%
73,097
+0.2%
0.60%
+12.3%
Q1 2015$4,419,000
-2.6%
72,934
+0.6%
0.54%
-5.5%
Q4 2014$4,539,000
+4.2%
72,528
+0.3%
0.57%
+1.4%
Q3 2014$4,354,000
+2.0%
72,278
-2.5%
0.56%
+4.5%
Q2 2014$4,270,000
-7.1%
74,105
-2.1%
0.54%
-9.3%
Q1 2014$4,594,000
+0.2%
75,681
-3.4%
0.59%
-0.8%
Q4 2013$4,583,000
+8.1%
78,373
-4.4%
0.60%
+0.2%
Q3 2013$4,239,000
+0.7%
82,008
+2.9%
0.59%
-2.5%
Q2 2013$4,208,000
+18.1%
79,697
+6.2%
0.61%
+11.9%
Q1 2013$3,563,00075,0570.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders