BOK Financial Private Wealth, Inc. - 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
BOK Financial Private Wealth, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,003,205
-9.2%
27,605
-8.9%
0.35%
-2.5%
Q2 2023$4,407,051
-1.7%
30,302
-11.9%
0.36%
-0.3%
Q1 2023$4,481,036
-0.4%
34,388
+2.5%
0.36%
-3.7%
Q4 2022$4,498,049
+25.4%
33,543
-2.3%
0.37%
+15.8%
Q3 2022$3,586,000
-7.2%
34,317
-0.0%
0.32%
-6.1%
Q2 2022$3,866,000
-50.3%
34,332
-39.8%
0.34%
-37.8%
Q1 2022$7,780,000
-12.8%
57,070
+1.2%
0.55%
-10.1%
Q4 2021$8,927,000
-3.6%
56,378
-0.4%
0.62%
-16.8%
Q3 2021$9,265,000
+10.0%
56,600
+4.6%
0.74%
+7.7%
Q2 2021$8,420,000
+6.9%
54,132
+4.6%
0.69%
-4.2%
Q1 2021$7,875,000
+18.6%
51,731
-1.0%
0.72%
+13.3%
Q4 2020$6,638,000
+29.9%
52,239
-1.6%
0.63%
+18.8%
Q3 2020$5,109,000
-4.7%
53,065
-6.9%
0.53%
-5.2%
Q2 2020$5,363,000
-10.5%
57,015
-14.3%
0.56%
-22.8%
Q1 2020$5,989,000
-57.4%
66,518
-34.0%
0.73%
-38.6%
Q4 2019$14,053,000
+1060.4%
100,808
+879.9%
1.18%
+601.2%
Q3 2019$1,211,000
+14.7%
10,288
+8.9%
0.17%
+9.7%
Q2 2019$1,056,000
-1.9%
9,449
-11.2%
0.15%
+6.9%
Q1 2019$1,077,000
-2.3%
10,639
-5.7%
0.14%
-4.0%
Q4 2018$1,102,000
+14.7%
11,285
+32.5%
0.15%
-1.3%
Q3 2018$961,000
+8.2%
8,520
-0.1%
0.15%
+6.3%
Q2 2018$888,000
-15.4%
8,526
-10.7%
0.14%
-17.3%
Q1 2018$1,050,000
-6.0%
9,551
-8.6%
0.17%
-2.3%
Q4 2017$1,117,000
+7.6%
10,446
-3.8%
0.18%
+3.5%
Q3 2017$1,038,000
+4.0%
10,863
-0.5%
0.17%
+18.8%
Q2 2017$998,000
+3.3%
10,919
-0.8%
0.14%
+5.9%
Q1 2017$966,000
-6.6%
11,002
-8.2%
0.14%
-13.4%
Q4 2016$1,034,000
+25.8%
11,980
-3.0%
0.16%
+25.6%
Q3 2016$822,000
-15.5%
12,346
-21.2%
0.12%
-19.4%
Q2 2016$973,000
+213.9%
15,669
+199.1%
0.16%
+192.5%
Q1 2016$310,000
-10.4%
5,2380.0%0.05%
-10.2%
Q4 2015$346,000
+7.8%
5,238
-0.5%
0.06%
+5.4%
Q3 2015$321,000
+23.9%
5,265
+37.8%
0.06%
+30.2%
Q2 2015$259,000
+12.6%
3,821
+0.7%
0.04%
+13.2%
Q1 2015$230,000
-3.0%
3,7940.0%0.04%
-2.6%
Q4 2014$237,000
-13.8%
3,794
-17.0%
0.04%
-15.2%
Q3 2014$275,000
+4.6%
4,5690.0%0.05%
+4.5%
Q2 2014$263,000
-5.1%
4,5690.0%0.04%
-8.3%
Q1 2014$277,000
+3.7%
4,5690.0%0.05%0.0%
Q4 2013$267,000
+7.2%
4,569
-5.2%
0.05%
-4.0%
Q3 2013$249,000
+23.3%
4,821
+26.2%
0.05%
+13.6%
Q2 2013$202,0003,8210.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders