Waverton Investment Management Ltd - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
Waverton Investment Management Ltd ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$41,311,084
+6.7%
284,796
+7.0%
1.20%
+8.6%
Q2 2023$38,702,069
+79.9%
266,204
+61.3%
1.10%
+65.7%
Q1 2023$21,509,229
+112237.3%
165,062
+15.6%
0.66%
-5.7%
Q4 2022$19,147
-99.9%
142,780
+8.5%
0.70%
+25.0%
Q3 2022$13,754,000
+11.3%
131,619
+19.9%
0.56%
+17.0%
Q2 2022$12,363,000
-10.2%
109,787
+8.8%
0.48%
+3.7%
Q1 2022$13,761,000
-13.5%
100,948
+0.4%
0.46%
-8.1%
Q4 2021$15,917,000
+626.1%
100,515
+482.5%
0.50%
+400.0%
Q4 2020$2,192,000
+32.0%
17,2560.0%0.10%
+23.2%
Q3 2020$1,661,000
-0.5%
17,256
-2.8%
0.08%
-9.9%
Q2 2020$1,669,000
+21.1%
17,748
+15.9%
0.09%
+2.2%
Q1 2020$1,378,000
-99.0%
15,308
-98.4%
0.09%
-98.7%
Q4 2019$131,414,000
+10.3%
942,714
-6.9%
6.79%
+11.6%
Q3 2019$119,117,000
+1.0%
1,012,122
-4.1%
6.08%
+2.4%
Q2 2019$117,935,000
+16.0%
1,054,874
+5.0%
5.94%
+12.0%
Q1 2019$101,660,000
+5.5%
1,004,245
+1.7%
5.30%
-9.2%
Q4 2018$96,384,000
-8.2%
987,338
+6.1%
5.84%
+13.1%
Q3 2018$105,040,000
+41.4%
930,878
+30.5%
5.16%
+19.0%
Q2 2018$74,310,000
+1721.3%
713,147
+1822.3%
4.34%
+1715.1%
Q1 2018$4,080,000
+4.2%
37,098
+1.3%
0.24%
+4.4%
Q4 2017$3,916,000
+11.3%
36,622
-0.5%
0.23%
+4.6%
Q3 2017$3,517,000
+4.2%
36,822
-0.3%
0.22%
-0.5%
Q2 2017$3,374,000
+7.0%
36,919
+2.8%
0.22%
+10.6%
Q1 2017$3,154,000
+4.3%
35,908
+2.5%
0.20%
+0.5%
Q4 2016$3,024,000
+320.6%
35,045
+224.4%
0.20%
+312.5%
Q3 2016$719,000
+7.2%
10,8020.0%0.05%
-4.0%
Q2 2016$671,000
-25.9%
10,802
-29.4%
0.05%
-27.5%
Q1 2016$906,000
-15.4%
15,302
-5.7%
0.07%
-14.8%
Q4 2015$1,071,000
-2.2%
16,220
-9.7%
0.08%
-8.0%
Q3 2015$1,095,000
-16.9%
17,958
-7.7%
0.09%
-10.2%
Q2 2015$1,318,000
+114.3%
19,458
+91.6%
0.10%
+122.7%
Q1 2015$615,000
-1.9%
10,158
+1.4%
0.04%
+2.3%
Q4 2014$627,000
-1.1%
10,020
-4.8%
0.04%
-2.3%
Q3 2014$634,000
-95.4%
10,520
-95.4%
0.04%
-93.3%
Q1 2014$13,812,000
+4.0%
227,500
+0.2%
0.66%
-3.4%
Q4 2013$13,281,000
+35.6%
227,100
+19.8%
0.68%
+18.1%
Q3 2013$9,795,000
+784.0%
189,500
+802.4%
0.58%
+1097.9%
Q2 2013$1,108,00021,0000.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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