CIBC Private Wealth Group, 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
CIBC Private Wealth Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$473,449,432
-52.0%
3,264,719
-51.8%
1.12%
+3.9%
Q2 2023$985,792,876
+230.5%
6,778,004
+1.4%
1.08%
+226.7%
Q1 2023$298,314,648
-11.1%
6,682,188
+98.1%
0.33%
-70.7%
Q4 2022$335,675,936
-4.4%
3,373,560
+0.4%
1.13%
+19.1%
Q3 2022$351,101,000
-12.1%
3,359,826
-5.3%
0.95%
-8.9%
Q2 2022$399,580,000
-19.2%
3,548,361
-2.2%
1.04%
-3.8%
Q1 2022$494,470,000
-35.0%
3,627,270
-24.5%
1.08%
-31.6%
Q4 2021$760,457,000
-2.3%
4,802,380
+1.0%
1.58%
-12.9%
Q3 2021$778,441,000
+4.6%
4,755,585
-0.6%
1.81%
+6.0%
Q2 2021$744,036,000
+2.4%
4,783,561
+0.2%
1.71%
-6.6%
Q1 2021$726,840,000
+22.2%
4,774,631
+2.0%
1.83%
+16.4%
Q4 2020$594,625,000
+35.9%
4,679,500
+2.9%
1.57%
+17.2%
Q3 2020$437,636,000
+62.6%
4,546,922
+58.9%
1.34%
+2.5%
Q2 2020$269,190,000
-29.2%
2,861,905
-32.2%
1.31%
-19.8%
Q1 2020$380,206,000
-39.5%
4,223,116
-6.3%
1.63%
-20.4%
Q4 2019$628,594,000
+19.1%
4,509,289
+0.6%
2.05%
+10.5%
Q3 2019$527,599,000
+3.4%
4,482,957
-1.8%
1.86%
+3.6%
Q2 2019$510,424,000
+18.8%
4,565,517
+7.6%
1.79%
+8.1%
Q1 2019$429,559,000
+2.9%
4,243,403
-0.8%
1.66%
-11.0%
Q4 2018$417,395,000
-13.4%
4,275,715
+0.1%
1.86%
+1.8%
Q3 2018$482,154,000
+7.5%
4,272,897
-0.7%
1.83%
-0.1%
Q2 2018$448,499,000
-5.8%
4,304,220
-0.6%
1.83%
-11.6%
Q1 2018$476,033,000
+2.1%
4,328,763
-0.8%
2.07%
+4.6%
Q4 2017$466,429,000
+11.0%
4,361,591
-0.8%
1.98%
+3.3%
Q3 2017$420,070,000
+69.9%
4,398,186
+62.6%
1.92%
+23.4%
Q2 2017$247,254,000
+6.7%
2,705,187
+2.5%
1.55%
+6.6%
Q1 2017$231,718,000
+5.9%
2,637,949
+4.0%
1.46%
+0.6%
Q4 2016$218,814,000
+34.6%
2,535,800
+3.9%
1.45%
+28.3%
Q3 2016$162,572,000
+9.8%
2,441,375
+2.5%
1.13%
+4.3%
Q2 2016$148,052,000
+6.3%
2,382,560
+1.3%
1.08%
+0.5%
Q1 2016$139,226,000
-5.3%
2,351,003
+5.6%
1.08%
-6.5%
Q4 2015$147,038,000
+10.3%
2,226,844
+1.8%
1.15%
+4.9%
Q3 2015$133,325,000
-8.6%
2,186,726
+1.6%
1.10%
+3.4%
Q2 2015$145,813,000
+12.5%
2,151,914
+0.5%
1.06%
+10.8%
Q1 2015$129,665,000
-1.3%
2,140,392
+1.9%
0.96%
-4.8%
Q4 2014$131,425,000
+4.9%
2,100,118
+1.0%
1.01%
+2.1%
Q3 2014$125,243,000
+4.2%
2,079,063
-0.3%
0.98%
+1.0%
Q2 2014$120,188,000
-4.4%
2,085,875
+0.3%
0.98%
-8.8%
Q1 2014$125,742,0002,079,0721.07%
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