Westchester Capital Management, 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
Westchester Capital Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,717,007
-0.0%
94,587
+0.3%
3.93%
+2.9%
Q2 2023$13,721,100
+10.9%
94,342
-0.6%
3.82%
+7.4%
Q1 2023$12,368,895
-4.6%
94,919
-1.8%
3.56%
-6.7%
Q4 2022$12,959,156
+27.6%
96,638
-0.6%
3.81%
+16.4%
Q3 2022$10,160,000
-6.7%
97,226
+0.6%
3.28%
-1.4%
Q2 2022$10,884,000
-16.5%
96,650
+1.1%
3.32%
-1.1%
Q1 2022$13,030,000
-13.3%
95,584
+0.8%
3.36%
-12.4%
Q4 2021$15,023,000
-3.4%
94,871
-0.1%
3.84%
-11.4%
Q3 2021$15,544,000
+5.2%
94,961
-0.1%
4.33%
+4.4%
Q2 2021$14,780,000
+7.3%
95,027
+5.0%
4.15%
+3.9%
Q1 2021$13,780,000
+19.0%
90,518
-0.7%
3.99%
+9.2%
Q4 2020$11,582,000
+31.1%
91,146
-0.7%
3.66%
+16.6%
Q3 2020$8,835,000
+6.1%
91,771
+3.6%
3.14%
-0.2%
Q2 2020$8,330,000
+4.5%
88,561
-0.0%
3.14%
-11.9%
Q1 2020$7,975,000
-35.3%
88,578
+0.1%
3.56%
-17.0%
Q4 2019$12,330,000
+19.3%
88,448
+0.7%
4.30%
+6.0%
Q3 2019$10,339,000
+5.9%
87,848
+0.6%
4.06%
+6.1%
Q2 2019$9,759,000
+13.3%
87,288
+2.6%
3.82%
+3.7%
Q1 2019$8,610,000
+5.5%
85,053
+1.7%
3.68%
-2.9%
Q4 2018$8,162,000
-15.4%
83,608
-2.3%
3.79%
-0.8%
Q3 2018$9,653,000
+9.7%
85,543
+1.3%
3.82%
+2.2%
Q2 2018$8,803,000
-5.9%
84,478
-0.7%
3.74%
-5.2%
Q1 2018$9,352,000
+77833.3%
85,040
+77918.3%
3.95%
+78840.0%
Q4 2017$12,000
+20.0%
1090.0%0.01%
+25.0%
Q3 2017$10,0001090.00%
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