WRAPMANAGER INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
WRAPMANAGER INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,815,360
-1.3%
12,518
-1.0%
0.58%
+3.0%
Q2 2023$1,839,816
+8.1%
12,650
-3.2%
0.56%
+7.8%
Q1 2023$1,702,109
+71810.0%
13,062
-26.0%
0.52%
-31.2%
Q4 2022$2,367
-99.9%
17,654
+0.8%
0.76%
+23.2%
Q3 2022$1,829,000
+25.3%
17,507
+35.0%
0.62%
+35.3%
Q2 2022$1,460,000
-14.5%
12,964
+3.5%
0.46%
-0.4%
Q1 2022$1,707,000
-11.1%
12,526
+3.3%
0.46%
-4.6%
Q4 2021$1,920,000
-1.9%
12,128
+1.5%
0.48%
-6.1%
Q3 2021$1,957,000
+5.0%
11,954
-0.2%
0.51%
+6.5%
Q2 2021$1,864,000
+0.9%
11,983
-1.3%
0.48%
-6.4%
Q1 2021$1,848,000
+6.0%
12,137
-11.5%
0.51%
+0.8%
Q4 2020$1,743,000
+49.2%
13,721
+13.1%
0.51%
+30.2%
Q3 2020$1,168,000
+81.6%
12,137
+77.6%
0.39%
+63.6%
Q2 2020$643,000
+64.5%
6,832
+57.3%
0.24%
+37.4%
Q1 2020$391,000
-22.1%
4,343
+20.7%
0.17%
+10.1%
Q4 2019$502,000
+26.8%
3,598
+7.0%
0.16%
+20.6%
Q3 2019$396,000
+15.1%
3,363
+9.4%
0.13%
+18.0%
Q2 2019$344,000
+21.6%
3,075
+10.1%
0.11%
+19.4%
Q1 2019$283,000
+15.5%
2,792
+11.2%
0.09%
+6.9%
Q4 2018$245,000
-34.1%
2,511
-23.8%
0.09%
-26.9%
Q3 2018$372,000
+8.8%
3,294
+0.4%
0.12%
+3.5%
Q2 2018$342,000
+22.1%
3,280
+28.7%
0.12%
+22.3%
Q1 2018$280,000
+13.4%
2,548
+10.4%
0.09%
+14.6%
Q4 2017$247,000
+13.3%
2,307
+1.1%
0.08%
+10.8%
Q3 2017$218,000
-2.7%
2,283
-7.0%
0.07%
-5.1%
Q2 2017$224,000
-3.0%
2,454
-6.5%
0.08%
-8.2%
Q1 2017$231,000
-14.1%
2,626
-15.9%
0.08%
-18.3%
Q4 2016$269,000
+28.7%
3,123
-0.4%
0.10%
+26.8%
Q3 2016$209,000
-5.4%
3,136
-6.1%
0.08%
-22.6%
Q4 2015$221,0003,3410.11%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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