WestEnd Advisors, 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
WestEnd Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,649
-30.2%
73
-37.6%
0.00%
Q1 2023$15,246
-90.5%
117
-90.2%
0.00%
-100.0%
Q4 2022$160,115
+27.1%
1,194
-0.9%
0.01%
+25.0%
Q3 2022$126,000
-100.0%
1,205
-99.6%
0.00%
-99.6%
Q2 2022$35,221,705,000
-18.8%
312,776
-1.7%
1.11%
-4.7%
Q1 2022$43,396,245,000
+0.3%
318,341
+16.5%
1.16%
-1.1%
Q4 2021$43,287,347,000
-2.2%
273,365
+1.1%
1.18%
-11.6%
Q3 2021$44,271,270,000
+6.2%
270,458
+0.9%
1.33%
-1.2%
Q2 2021$41,701,518,000
-5.0%
268,108
-7.0%
1.35%
-23.4%
Q1 2021$43,888,517,000
+6.2%
288,304
-11.3%
1.76%
-15.7%
Q4 2020$41,314,904,000
+27.4%
325,135
-3.5%
2.09%
+9.4%
Q3 2020$32,435,577,000
+11.1%
336,923
+8.6%
1.91%
-2.6%
Q2 2020$29,194,813,000
+6.9%
310,385
+2.4%
1.96%
-14.2%
Q1 2020$27,300,517,000
+315805.1%
303,238
+488993.5%
2.28%
+228300.0%
Q4 2019$8,642,000
+18.4%
620.0%0.00%0.0%
Q3 2019$7,296,000
-96.0%
62
-96.2%
0.00%
-93.8%
Q2 2019$183,016,000
-99.5%
1,637
-99.5%
0.02%
-99.5%
Q1 2019$34,570,146,000
+10.1%
341,501
+6.1%
3.25%
-3.6%
Q4 2018$31,406,208,000
-17.5%
321,719
-4.6%
3.37%
-7.5%
Q3 2018$38,067,928,000
+6.1%
337,362
-2.0%
3.64%
-2.3%
Q2 2018$35,873,559,000
-23.3%
344,276
-19.0%
3.73%
-15.4%
Q1 2018$46,768,481,000
-3.1%
425,284
-5.8%
4.41%
-1.3%
Q4 2017$48,262,556,000
-4.9%
451,305
-15.0%
4.46%
+0.3%
Q3 2017$50,725,743,000
-4.6%
531,104
-8.7%
4.45%
-2.1%
Q2 2017$53,143,798,000
-2.9%
581,442
-6.7%
4.55%
-0.6%
Q1 2017$54,733,368,000623,1034.57%
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