OAKWOOD CAPITAL MANAGEMENT LLC/CA - 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
OAKWOOD CAPITAL MANAGEMENT LLC/CA ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$13,347,000
-1.5%
85,809
-3.6%
3.44%
-13.8%
Q1 2021$13,550,000
+15.9%
89,007
-3.2%
3.99%
+12.1%
Q4 2020$11,687,000
+30.1%
91,974
-1.4%
3.56%
+7.4%
Q3 2020$8,983,000
+0.2%
93,308
-2.1%
3.32%
-11.0%
Q2 2020$8,961,000
+7.4%
95,273
+2.8%
3.73%
-15.5%
Q1 2020$8,343,000
-34.8%
92,665
+1.0%
4.41%
-17.0%
Q4 2019$12,789,000
+15.2%
91,740
-2.7%
5.32%
+8.3%
Q3 2019$11,097,000
+3.3%
94,291
-1.9%
4.91%
+6.5%
Q2 2019$10,746,000
+12.7%
96,114
+2.0%
4.61%
+15.2%
Q1 2019$9,537,000
+1.3%
94,216
-2.3%
4.00%
-9.4%
Q4 2018$9,413,000
-13.5%
96,424
-0.0%
4.41%
+0.1%
Q3 2018$10,884,000
+9.4%
96,454
+1.0%
4.41%
+5.2%
Q2 2018$9,950,000
-7.7%
95,489
-2.6%
4.19%
-8.9%
Q1 2018$10,779,000
+1.3%
98,019
-1.4%
4.60%
+95.5%
Q4 2017$10,636,000
+8.6%
99,461
-3.0%
2.35%
+3.0%
Q3 2017$9,790,000
+4.0%
102,506
-0.4%
2.29%
-1.5%
Q2 2017$9,411,000
+0.8%
102,961
-3.2%
2.32%
-0.3%
Q1 2017$9,340,000
+1.8%
106,328
+0.0%
2.33%
-0.8%
Q4 2016$9,174,000
+24.9%
106,314
-3.6%
2.35%
+24.3%
Q3 2016$7,347,000
+5.5%
110,325
-1.6%
1.89%
+3.7%
Q2 2016$6,964,000
+2.9%
112,065
-2.0%
1.82%
+1.6%
Q1 2016$6,769,000
-6.2%
114,300
+4.6%
1.79%
-7.9%
Q4 2015$7,218,000
+10.5%
109,311
+2.0%
1.94%
+6.7%
Q3 2015$6,533,000
-5.9%
107,150
+4.6%
1.82%
+0.9%
Q2 2015$6,943,000
+16.3%
102,470
+3.9%
1.81%
+10.3%
Q1 2015$5,972,000
-1.1%
98,585
+2.2%
1.64%
-4.6%
Q4 2014$6,037,000
+4.8%
96,463
+0.9%
1.72%
+2.3%
Q3 2014$5,759,000
+9.4%
95,608
+4.7%
1.68%
+5.9%
Q2 2014$5,263,000
+4.8%
91,335
+10.4%
1.58%
-3.9%
Q1 2014$5,021,000
+5.2%
82,711
+1.3%
1.65%
+3.9%
Q4 2013$4,773,000
+13.0%
81,617
-0.1%
1.59%
+2.8%
Q3 2013$4,224,000
+2.8%
81,722
+5.1%
1.54%
-4.9%
Q2 2013$4,107,00077,7921.62%
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