WADDELL & REED FINANCIAL INC - 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
WADDELL & REED FINANCIAL INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2021$255,043,000
+5.5%
1,675,379
-12.0%
0.52%
+2.7%
Q4 2020$241,817,000
+116.7%
1,903,019
+64.2%
0.51%
+90.3%
Q3 2020$111,571,000
+310.0%
1,158,939
+300.5%
0.27%
+282.9%
Q2 2020$27,215,000
-4.1%
289,341
-8.2%
0.07%
-23.9%
Q1 2020$28,390,000
-88.0%
315,344
-81.5%
0.09%
-84.4%
Q4 2019$237,127,000
+1.6%
1,701,052
-14.2%
0.59%
-2.5%
Q3 2019$233,370,000
+6.0%
1,982,920
+0.7%
0.60%
+10.8%
Q2 2019$220,175,000
+14.1%
1,969,369
+3.3%
0.54%
+14.0%
Q1 2019$192,945,000
-23.8%
1,906,006
-26.5%
0.48%
-33.3%
Q4 2018$253,134,000
-33.2%
2,593,055
-22.8%
0.72%
-14.6%
Q3 2018$379,111,000
+6.0%
3,359,727
-2.1%
0.84%
+1.6%
Q2 2018$357,745,000
-30.0%
3,433,257
-26.1%
0.83%
-28.7%
Q1 2018$510,888,000
-14.8%
4,645,704
-17.2%
1.16%
-12.8%
Q4 2017$599,839,000
+0.5%
5,609,123
-10.2%
1.33%
+0.3%
Q3 2017$596,866,000
-4.7%
6,249,256
-8.8%
1.33%
-3.7%
Q2 2017$626,246,000
-10.1%
6,851,706
-13.6%
1.38%
-7.0%
Q1 2017$696,729,000
-6.0%
7,931,798
-7.6%
1.48%
-8.7%
Q4 2016$740,932,000
+25.2%
8,586,540
-3.4%
1.62%
+32.5%
Q3 2016$591,961,000
+3.8%
8,889,636
-3.2%
1.22%
+1.9%
Q2 2016$570,430,000
-15.7%
9,179,748
-19.7%
1.20%
-5.4%
Q1 2016$676,650,000
-23.9%
11,426,054
-15.2%
1.27%
-11.9%
Q4 2015$889,378,000
-0.5%
13,469,295
-8.1%
1.44%
-1.8%
Q3 2015$893,593,000
+8.3%
14,656,267
+20.3%
1.47%
+24.7%
Q2 2015$825,291,000
+484.0%
12,179,618
+422.1%
1.18%
+501.0%
Q1 2015$141,312,000
-35.6%
2,332,650
-33.5%
0.20%
-35.5%
Q4 2014$219,518,000
-3.6%
3,507,800
-7.2%
0.30%
-3.5%
Q3 2014$227,686,000
+5.0%
3,779,650
+0.5%
0.32%
-0.6%
Q2 2014$216,787,000
+1.7%
3,762,350
+7.2%
0.32%
-2.2%
Q1 2014$213,119,000
+2.9%
3,510,450
-0.8%
0.32%
-2.7%
Q4 2013$207,042,000
-40.6%
3,540,400
-47.5%
0.33%
-49.9%
Q3 2013$348,763,000
-28.1%
6,747,215
-26.6%
0.66%
-34.4%
Q2 2013$485,299,0009,193,0161.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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