WBH ADVISORY 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
WBH ADVISORY INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,945,530
+0.2%
13,416
+0.5%
0.24%
+3.9%
Q2 2023$1,940,899
+9.4%
13,345
-2.0%
0.23%
+3.6%
Q1 2023$1,774,173
+15.7%
13,615
-7.2%
0.22%
+0.5%
Q3 2022$1,533,000
-11.4%
14,673
-4.3%
0.22%
-4.3%
Q2 2022$1,731,000
-8.5%
15,339
+0.1%
0.23%
-0.4%
Q1 2022$1,891,000
-25.5%
15,330
-4.3%
0.23%
-20.0%
Q4 2021$2,538,000
-2.8%
16,027
+0.4%
0.29%
-17.4%
Q3 2021$2,612,000
+8.1%
15,958
+0.2%
0.35%
-0.8%
Q2 2021$2,416,000
-18.6%
15,931
-18.3%
0.35%
-26.2%
Q1 2021$2,968,000
+55.1%
19,496
+38.5%
0.48%
+45.9%
Q4 2020$1,914,000
+40.3%
14,080
-0.7%
0.33%
+19.6%
Q3 2020$1,364,000
-0.8%
14,174
-3.1%
0.28%
-17.4%
Q2 2020$1,375,000
+12.2%
14,624
+7.3%
0.33%
+15.6%
Q1 2020$1,226,000
-39.3%
13,628
-6.0%
0.29%
-30.3%
Q4 2019$2,020,000
+4.6%
14,496
-11.7%
0.41%
-4.8%
Q3 2019$1,931,000
+10.0%
16,415
+4.5%
0.43%
+6.6%
Q2 2019$1,756,000
+10.7%
15,708
+0.2%
0.41%
+8.0%
Q1 2019$1,586,000
+6.8%
15,676
+3.0%
0.38%
+4.4%
Q4 2018$1,485,000
-8.6%
15,215
+5.6%
0.36%
-8.4%
Q3 2018$1,625,000
-0.9%
14,409
-8.5%
0.39%
-7.3%
Q2 2018$1,640,000
-0.3%
15,740
+5.2%
0.42%
-4.9%
Q1 2018$1,645,000
+6.5%
14,961
+3.6%
0.45%
+8.5%
Q4 2017$1,544,000
+218.4%
14,439
+0.2%
0.41%
+205.2%
Q3 2017$485,000
-63.3%
14,414
-0.2%
0.14%
-63.5%
Q2 2017$1,320,000
+4.2%
14,449
+0.2%
0.37%
-2.6%
Q1 2017$1,267,000
+15.6%
14,424
+13.5%
0.38%
+4.1%
Q4 2016$1,096,000
+31.4%
12,708
+1.4%
0.36%
+28.1%
Q3 2016$834,000
+15.7%
12,535
+7.9%
0.28%
+1.4%
Q2 2016$721,000
+3.9%
11,616
-1.0%
0.28%
+21.1%
Q1 2016$694,000
+15.1%
11,730
+28.3%
0.23%
+10.0%
Q4 2015$603,000
+8.3%
9,1450.0%0.21%
-8.7%
Q3 2015$557,000
-10.0%
9,145
+0.0%
0.23%
-4.9%
Q2 2015$619,000
+9.4%
9,144
-2.1%
0.24%
+52.8%
Q1 2015$566,000
-11.7%
9,344
-8.8%
0.16%
-34.3%
Q4 2014$641,000
+15.1%
10,250
+10.8%
0.24%
+23.5%
Q3 2014$557,000
+4.9%
9,250
+0.3%
0.20%
-2.5%
Q2 2014$531,000
-12.2%
9,224
-7.5%
0.20%
-16.6%
Q1 2014$605,000
-52.4%
9,973
-54.2%
0.24%
-6.2%
Q4 2013$1,272,000
+155.9%
21,756
+126.4%
0.26%
+15.8%
Q3 2013$497,000
-10.1%
9,610
-8.4%
0.22%
-13.3%
Q2 2013$553,00010,4890.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders