WHALEROCK POINT PARTNERS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
WHALEROCK POINT PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,184,830
-0.6%
49,544
-0.3%
2.49%
+1.6%
Q2 2023$7,224,681
+11.1%
49,675
-0.4%
2.45%
+1.4%
Q1 2023$6,500,681
-2.3%
49,886
+0.5%
2.42%
-10.7%
Q4 2022$6,655,248
+31.9%
49,629
+2.8%
2.70%
+22.0%
Q3 2022$5,045,000
-6.3%
48,277
+0.9%
2.22%
-2.6%
Q2 2022$5,386,000
-99.9%
47,825
+2.0%
2.28%
+0.5%
Q1 2022$6,393,696,000
-10.7%
46,902
+3.7%
2.26%
-7.7%
Q4 2021$7,163,041,000
+99956.4%
45,235
+3.4%
2.45%
-11.5%
Q3 2021$7,159,000
-99.9%
43,734
+3.7%
2.77%
+10.0%
Q2 2021$6,557,212,000
+3.4%
42,158
+1.2%
2.52%
-9.6%
Q1 2021$6,340,584,000
+122470.7%
41,651
+2.3%
2.79%
+13.6%
Q4 2020$5,173,000
-99.9%
40,710
+884.5%
2.46%
+7.7%
Q3 2020$4,134,566,000
+102852.3%
4,135
-90.3%
2.28%
-3.8%
Q2 2020$4,016,000
+10.2%
42,701
+5.5%
2.37%
-9.1%
Q1 2020$3,644,000
-32.2%
40,470
+5.0%
2.61%
-8.8%
Q4 2019$5,375,000
+10.2%
38,558
-7.0%
2.86%
+8.7%
Q3 2019$4,877,000
+6.4%
41,438
+1.1%
2.63%
+0.5%
Q2 2019$4,582,000
+9.3%
40,982
-1.0%
2.62%
-4.5%
Q1 2019$4,192,000
+14.8%
41,407
+10.7%
2.74%
-19.3%
Q4 2018$3,650,000
-16.6%
37,390
-3.6%
3.40%
+7.0%
Q3 2018$4,375,000
+8.8%
38,776
+0.4%
3.18%
-1.2%
Q2 2018$4,022,000
-35.5%
38,603
-31.9%
3.21%
+60.8%
Q1 2018$6,235,000
+3.0%
56,700
+0.2%
2.00%
+4.3%
Q4 2017$6,053,000
+15.4%
56,595
+3.1%
1.92%
+3.5%
Q3 2017$5,243,000
+4.8%
54,890
+0.3%
1.85%
+0.8%
Q2 2017$5,004,000
+1.1%
54,747
-2.9%
1.84%
-0.6%
Q1 2017$4,951,000
+0.2%
56,362
-1.6%
1.85%
-4.9%
Q4 2016$4,943,000
+26.7%
57,284
-2.2%
1.94%
+20.5%
Q3 2016$3,900,000
+12.8%
58,584
+0.3%
1.61%
+8.2%
Q1 2016$3,457,000
-6.9%
58,394
+3.9%
1.49%
-7.7%
Q4 2015$3,712,000
+10.6%
56,229
+2.1%
1.62%
+11.7%
Q3 2015$3,356,000
-3.5%
55,049
+7.2%
1.45%
+0.6%
Q2 2015$3,479,000
+41.5%
51,349
+26.5%
1.44%
+43.5%
Q1 2015$2,459,000
-8.7%
40,599
-5.7%
1.00%
-12.0%
Q4 2014$2,694,000
+9.4%
43,049
+5.3%
1.14%
+2.4%
Q3 2014$2,462,000
+5.7%
40,875
+1.1%
1.11%
+0.4%
Q2 2014$2,330,000
+22.8%
40,450
+29.4%
1.11%
+14.5%
Q1 2014$1,897,000
+11.9%
31,263
+7.8%
0.97%
+9.0%
Q4 2013$1,696,00029,0130.89%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders