Laird Norton Wetherby Wealth Management, LLC - 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
Laird Norton Wetherby Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,887,660
+2.3%
95,764
+2.6%
0.79%
+7.7%
Q2 2023$13,574,518
+13.5%
93,334
+1.7%
0.73%
+4.4%
Q1 2023$11,959,070
+2.0%
91,774
+5.0%
0.70%
-7.0%
Q4 2022$11,718,913
+35.1%
87,389
+5.3%
0.75%
+23.0%
Q3 2022$8,674,000
-7.7%
83,003
-0.5%
0.61%
-4.5%
Q2 2022$9,397,000
-8.6%
83,452
+10.7%
0.64%
+8.8%
Q1 2022$10,278,000
-12.9%
75,399
+1.1%
0.59%
-11.2%
Q4 2021$11,804,000
-5.2%
74,546
-2.0%
0.66%
-13.7%
Q3 2021$12,450,000
+8.1%
76,061
+2.8%
0.77%
+9.2%
Q2 2021$11,514,000
+16.6%
74,024
+14.2%
0.70%
-6.5%
Q1 2021$9,871,000
+9.3%
64,845
-8.7%
0.75%
+22.9%
Q4 2020$9,027,000
+40.5%
71,034
+6.4%
0.61%
+7.0%
Q3 2020$6,427,000
+1.6%
66,763
-0.7%
0.57%
-4.7%
Q2 2020$6,326,000
+4.2%
67,260
-0.2%
0.60%
-11.9%
Q1 2020$6,070,000
-34.1%
67,421
+2.0%
0.68%
-25.0%
Q4 2019$9,216,000
+17.9%
66,109
-0.5%
0.91%
+11.3%
Q3 2019$7,816,000
+6.1%
66,411
+0.8%
0.82%
+1.2%
Q2 2019$7,365,000
+14.7%
65,878
+3.9%
0.81%
+0.9%
Q1 2019$6,419,000
+6.1%
63,412
+2.4%
0.80%
-6.5%
Q4 2018$6,048,000
-15.6%
61,955
-2.4%
0.86%
-3.4%
Q3 2018$7,167,000
+8.9%
63,509
+0.5%
0.88%
-0.7%
Q2 2018$6,582,000
-4.2%
63,168
+1.1%
0.89%
-6.0%
Q1 2018$6,871,000
+5.3%
62,477
+2.4%
0.95%
+4.8%
Q4 2017$6,525,000
+14.6%
61,014
+2.3%
0.90%
+6.8%
Q3 2017$5,695,000
+6.1%
59,626
+1.6%
0.85%
-7.2%
Q2 2017$5,366,000
+7.1%
58,711
+3.0%
0.91%
+1.3%
Q1 2017$5,009,000
+3.0%
57,023
+1.2%
0.90%
-5.5%
Q4 2016$4,865,000
+32.3%
56,371
+2.1%
0.95%
+28.1%
Q3 2016$3,677,000
+14.1%
55,221
+6.5%
0.74%
+4.2%
Q2 2016$3,223,000
+8.7%
51,865
+3.6%
0.71%
+2.1%
Q1 2016$2,964,000
-12.5%
50,057
-2.4%
0.70%
-13.9%
Q4 2015$3,388,000
+9.4%
51,307
+1.0%
0.81%
+2.4%
Q3 2015$3,096,000
-5.4%
50,778
+5.1%
0.79%
+0.8%
Q2 2015$3,273,000
+18.1%
48,307
+5.6%
0.79%
+16.6%
Q1 2015$2,771,000
-3.2%
45,7530.0%0.68%
-6.2%
Q4 2014$2,863,000
+14.8%
45,753
+10.5%
0.72%
+3.6%
Q3 2014$2,494,000
+10.5%
41,399
+5.7%
0.70%
+9.1%
Q2 2014$2,257,000
-9.2%
39,168
-4.3%
0.64%
-10.5%
Q1 2014$2,485,000
+2.0%
40,921
-1.8%
0.71%
+2.4%
Q4 2013$2,437,000
+13.9%
41,663
+0.6%
0.70%
+4.0%
Q3 2013$2,140,000
+1.1%
41,409
+3.3%
0.67%
-9.4%
Q2 2013$2,116,00040,0900.74%
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