West Oak Capital, LLC - 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
West Oak Capital, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,191
-99.9%
22,002
+2.9%
1.58%
+4.8%
Q2 2023$3,111,252
+8.2%
21,392
-3.1%
1.51%
+3.7%
Q1 2023$2,876,202
+94201.7%
22,072
-3.0%
1.46%
-8.5%
Q4 2022$3,050
-99.9%
22,747
-3.2%
1.59%
+19.6%
Q3 2022$2,456,000
-4.1%
23,507
+3.4%
1.33%
-0.9%
Q2 2022$2,561,000
-18.4%
22,745
-1.2%
1.34%
-5.1%
Q1 2022$3,137,000
-14.7%
23,012
-0.9%
1.42%
+4.7%
Q4 2021$3,676,000
-8.2%
23,212
-5.1%
1.35%
-12.9%
Q3 2021$4,003,000
+5.0%
24,457
-0.2%
1.55%
+3.3%
Q2 2021$3,813,000
+1.8%
24,512
-0.3%
1.50%
-6.1%
Q1 2021$3,744,000
+17.1%
24,592
-2.3%
1.60%
+7.7%
Q4 2020$3,198,000
+37.4%
25,167
+4.1%
1.49%
+16.1%
Q3 2020$2,328,000
-0.4%
24,177
-2.7%
1.28%
-3.8%
Q2 2020$2,337,000
+8.3%
24,847
+3.7%
1.33%
-9.9%
Q1 2020$2,157,000
-32.3%
23,957
+4.8%
1.48%
-17.6%
Q4 2019$3,185,000
+10.9%
22,849
-6.4%
1.79%
+6.0%
Q3 2019$2,872,000
+5.7%
24,399
+0.4%
1.69%
+4.1%
Q2 2019$2,717,000
+11.9%
24,304
+1.4%
1.62%
+7.0%
Q1 2019$2,427,000
-99.9%
23,974
-1.8%
1.52%
-10.2%
Q4 2018$2,382,318,000
-13.2%
24,404
+0.3%
1.69%
+6.6%
Q3 2018$2,745,849,000
+9.5%
24,334
+1.1%
1.59%
+3.9%
Q2 2018$2,507,469,000
-7.8%
24,064
-2.7%
1.53%
-5.3%
Q1 2018$2,719,448,000
-3.9%
24,729
-6.5%
1.61%
-7.1%
Q4 2017$2,829,525,000
+8.7%
26,459
-3.0%
1.74%
+12.4%
Q3 2017$2,604,080,000
-0.7%
27,265
-5.0%
1.54%
-3.0%
Q2 2017$2,623,637,000
+4.4%
28,705
+0.3%
1.59%
+2.9%
Q1 2017$2,513,102,000
-5.5%
28,610
-7.1%
1.55%
-13.1%
Q4 2016$2,658,595,000
+23.6%
30,810
-4.6%
1.78%
+20.3%
Q3 2016$2,150,457,000
+10.8%
32,294
+3.4%
1.48%
+5.6%
Q2 2016$1,941,564,000
+3.0%
31,245
-1.9%
1.40%
-3.4%
Q1 2016$1,885,269,000
-10.8%
31,835
-0.5%
1.45%
-11.6%
Q4 2015$2,113,290,000
+10.1%
32,005
+1.7%
1.64%
+5.9%
Q3 2015$1,919,031,000
-9.1%
31,475
+1.0%
1.55%
-1.4%
Q2 2015$2,110,724,000
+9.2%
31,150
-2.3%
1.57%
+10.9%
Q1 2015$1,932,381,000
-3.0%
31,898
+0.2%
1.42%
-2.2%
Q4 2014$1,992,735,000
+5.4%
31,843
+1.4%
1.45%
+2.3%
Q3 2014$1,890,934,000
+4.0%
31,390
-0.5%
1.42%
+7.4%
Q2 2014$1,818,199,000
-5.6%
31,555
-0.5%
1.32%
-6.7%
Q1 2014$1,926,025,000
+3.8%
31,725
-0.0%
1.41%
+3.2%
Q4 2013$1,856,155,000
+12.6%
31,740
-0.5%
1.37%
+6.0%
Q3 2013$1,648,653,000
-3.0%
31,895
-0.9%
1.29%
-9.0%
Q2 2013$1,699,046,00032,1851.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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