Destination 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
Destination Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$38,763,900
-1.8%
267,382
-1.5%
1.51%
+2.4%
Q2 2023$39,485,011
+10.9%
271,569
-0.6%
1.47%
+9.1%
Q1 2023$35,604,541
-2.9%
273,230
-0.0%
1.35%
-7.5%
Q4 2022$36,653,057
+26.5%
273,326
-1.5%
1.46%
+19.6%
Q3 2022$28,984,000
-3.3%
277,358
+4.2%
1.22%
+0.8%
Q2 2022$29,981,000
-15.1%
266,237
+2.8%
1.21%
-7.6%
Q1 2022$35,299,000
+37.0%
258,939
+59.2%
1.31%
+43.4%
Q4 2021$25,758,000
-1.9%
162,667
+1.4%
0.91%
-10.5%
Q3 2021$26,252,000
+2.0%
160,374
-3.1%
1.02%
+2.6%
Q2 2021$25,733,000
+0.3%
165,441
-1.8%
0.99%
-6.3%
Q1 2021$25,657,000
+18.2%
168,543
-1.3%
1.06%
+12.2%
Q4 2020$21,707,000
+34.3%
170,831
+1.7%
0.94%
+15.4%
Q3 2020$16,169,000
+3.5%
167,953
+1.1%
0.82%
-3.1%
Q2 2020$15,629,000
+2433.1%
166,162
+2324.0%
0.84%
+2123.7%
Q1 2020$617,000
-45.0%
6,855
-14.7%
0.04%
-33.3%
Q4 2019$1,121,000
+63.9%
8,041
+38.4%
0.06%
+54.1%
Q3 2019$684,000
-28.8%
5,812
-32.3%
0.04%
-30.2%
Q2 2019$960,000
+42.6%
8,583
+29.0%
0.05%
+39.5%
Q1 2019$673,000
+5.5%
6,652
+1.8%
0.04%0.0%
Q4 2018$638,000
-19.1%
6,536
-6.6%
0.04%
-13.6%
Q3 2018$789,000
+13.9%
6,995
+5.2%
0.04%
+4.8%
Q2 2018$693,000
-48.5%
6,652
-45.6%
0.04%
-48.8%
Q1 2018$1,346,000
+21.6%
12,238
+18.2%
0.08%
+22.4%
Q4 2017$1,107,000
+19.7%
10,352
+6.9%
0.07%
+13.6%
Q3 2017$925,000
-44.0%
9,686
-46.4%
0.06%
-46.4%
Q2 2017$1,653,000
-5.1%
18,087
-8.8%
0.11%
-8.3%
Q1 2017$1,742,000
+2.3%
19,834
+0.5%
0.12%
-4.0%
Q4 2016$1,703,000
+43.2%
19,734
+10.5%
0.12%
+35.9%
Q3 2016$1,189,000
+295.0%
17,857
+268.9%
0.09%
+268.0%
Q2 2016$301,000
+6.7%
4,841
+13.3%
0.02%
-7.4%
Q1 2016$282,0000.0%4,2730.0%0.03%0.0%
Q4 2015$282,000
-80.9%
4,273
-80.4%
0.03%
-72.4%
Q2 2015$1,478,00021,8120.10%
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