WEIK CAPITAL 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
WEIK CAPITAL MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,313,069
-0.3%
15,950
-0.0%
1.14%
+3.8%
Q2 2023$2,320,495
+108639.2%
15,955
-2.6%
1.10%
+12.3%
Q1 2023$2,134
-3.4%
16,380
-0.5%
0.98%
-5.4%
Q4 2022$2,208
-99.9%
16,4650.0%1.03%
+20.1%
Q3 2022$1,721,000
-9.3%
16,465
-2.3%
0.86%
-0.7%
Q2 2022$1,898,000
-10.8%
16,855
+8.0%
0.86%
+3.1%
Q1 2022$2,127,000
-10.1%
15,600
+4.4%
0.84%
-6.5%
Q4 2021$2,367,000
-3.3%
14,945
-0.1%
0.90%
-11.3%
Q3 2021$2,449,000
-5.2%
14,960
-9.9%
1.01%
+0.5%
Q2 2021$2,584,000
+4.3%
16,610
+2.1%
1.01%
-4.2%
Q1 2021$2,477,000
+19.4%
16,270
-0.3%
1.05%
+13.0%
Q4 2020$2,074,000
+25.5%
16,320
-4.9%
0.93%
+15.1%
Q3 2020$1,652,000
+2.7%
17,160
+0.3%
0.81%
-7.0%
Q2 2020$1,609,000
-4.2%
17,105
-8.3%
0.87%
-9.4%
Q1 2020$1,680,000
-33.6%
18,655
+2.8%
0.96%
-16.1%
Q4 2019$2,529,000
+17.3%
18,145
-1.0%
1.14%
+10.4%
Q3 2019$2,156,000
+4.6%
18,320
-0.6%
1.03%
+4.7%
Q2 2019$2,061,000
+9.7%
18,435
-0.7%
0.99%
+7.7%
Q1 2019$1,879,000
+6.9%
18,560
+3.1%
0.92%
-4.3%
Q4 2018$1,758,000
+1.9%
18,009
+17.7%
0.96%
+15.7%
Q3 2018$1,726,000
+9.7%
15,299
+1.3%
0.83%
+7.1%
Q2 2018$1,573,000
+64.2%
15,099
+73.3%
0.77%
+67.7%
Q1 2018$958,000
+2.5%
8,714
-0.3%
0.46%
+5.5%
Q4 2017$935,000
+12.0%
8,7390.0%0.44%
+10.1%
Q3 2017$835,000
+24.4%
8,739
+19.1%
0.40%
+12.5%
Q2 2017$671,000
+13.9%
7,339
+9.5%
0.35%
+12.8%
Q1 2017$589,000
-1.2%
6,704
-2.9%
0.31%
-6.3%
Q4 2016$596,000
+29.6%
6,9040.0%0.33%
+26.0%
Q3 2016$460,000
+5.0%
6,904
-2.0%
0.26%
+1.1%
Q2 2016$438,000
+5.0%
7,0440.0%0.26%
+4.4%
Q1 2016$417,000
-6.3%
7,044
+4.4%
0.25%
-6.3%
Q4 2015$445,000
+8.3%
6,7440.0%0.27%
+6.8%
Q3 2015$411,000
-24.3%
6,744
-15.9%
0.25%
-20.1%
Q2 2015$543,000
+11.7%
8,0190.0%0.31%
+11.3%
Q1 2015$486,000
-3.2%
8,0190.0%0.28%
-3.1%
Q4 2014$502,000
+5.2%
8,019
+1.3%
0.29%
-0.7%
Q3 2014$477,000
+10.2%
7,919
+5.3%
0.29%
+10.6%
Q2 2014$433,000
+78.9%
7,519
+88.3%
0.26%
+74.3%
Q1 2014$242,000
-29.9%
3,994
-32.3%
0.15%
-28.3%
Q4 2013$345,000
+14.2%
5,900
+0.9%
0.21%
+4.4%
Q3 2013$302,000
-2.3%
5,8500.0%0.20%
-6.5%
Q2 2013$309,0005,8500.22%
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