WMS Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
WMS Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,749,752
-3.5%
18,961
-3.2%
0.22%
-3.1%
Q2 2023$2,848,319
+10.6%
19,584
-0.9%
0.22%
-0.4%
Q1 2023$2,575,455
-16.5%
19,764
-14.0%
0.22%
-26.2%
Q4 2022$3,083,187
+43.4%
22,992
+11.7%
0.30%
+4.5%
Q3 2022$2,150,000
-4.7%
20,576
+2.7%
0.29%
-16.8%
Q2 2022$2,256,000
-17.8%
20,036
-0.5%
0.35%
-6.6%
Q1 2022$2,745,000
-13.1%
20,134
+0.9%
0.38%
-44.2%
Q4 2021$3,160,000
-2.6%
19,959
+0.6%
0.67%
+41.6%
Q3 2021$3,246,000
+1.8%
19,833
-3.3%
0.48%
+0.8%
Q2 2021$3,189,000
+3.6%
20,501
+1.4%
0.47%
-32.7%
Q1 2021$3,077,000
+23.7%
20,216
+3.3%
0.70%
+63.4%
Q4 2020$2,487,000
+30.9%
19,572
-0.8%
0.43%
+16.3%
Q3 2020$1,900,000
+2.4%
19,734
+0.0%
0.37%
-3.9%
Q2 2020$1,856,000
+2.8%
19,730
-1.6%
0.38%
-23.4%
Q1 2020$1,805,000
-29.8%
20,046
+8.7%
0.50%
-12.9%
Q4 2019$2,572,000
+17.6%
18,448
-0.8%
0.58%
+9.3%
Q3 2019$2,188,000
+24.0%
18,590
+17.7%
0.53%
+21.2%
Q2 2019$1,765,000
+27.7%
15,788
+15.6%
0.43%
+26.2%
Q1 2019$1,382,000
+5.0%
13,654
+1.3%
0.34%
-6.5%
Q4 2018$1,316,000
-11.6%
13,482
+2.1%
0.37%
+120.4%
Q3 2018$1,489,000
+13.3%
13,199
+4.6%
0.17%
+9.2%
Q2 2018$1,314,000
-11.2%
12,613
-6.3%
0.15%
-13.1%
Q1 2018$1,480,000
+2.9%
13,461
+0.1%
0.18%
+8.6%
Q4 2017$1,438,000
+3.5%
13,450
-7.5%
0.16%
-1.8%
Q3 2017$1,389,000
+7.7%
14,544
+3.0%
0.16%
+3.1%
Q2 2017$1,290,000
+6.6%
14,117
+2.5%
0.16%
+5.3%
Q1 2017$1,210,000
+3.4%
13,779
+1.6%
0.15%
-1.9%
Q4 2016$1,170,000
+30.0%
13,564
+0.4%
0.16%
+28.1%
Q3 2016$900,000
+36.6%
13,509
+27.5%
0.12%
+33.0%
Q2 2016$659,000
-30.1%
10,599
-33.4%
0.09%
-30.5%
Q1 2016$943,000
-2.1%
15,921
+9.2%
0.13%
-5.8%
Q4 2015$963,000
+6.9%
14,586
-1.3%
0.14%
+0.7%
Q3 2015$901,000
-47.6%
14,785
-41.7%
0.14%
-31.0%
Q2 2015$1,719,000
-6.1%
25,368
-16.0%
0.20%
-10.7%
Q1 2015$1,830,000
+51.5%
30,211
+56.5%
0.22%
+20.4%
Q4 2014$1,208,000
-8.0%
19,304
-11.5%
0.19%
-9.3%
Q3 2014$1,313,000
+9.9%
21,810
+5.1%
0.20%
+11.4%
Q2 2014$1,195,000
-11.5%
20,742
-6.7%
0.18%
-14.8%
Q1 2014$1,350,000
+17.0%
22,242
+12.7%
0.22%
+13.7%
Q4 2013$1,154,000
+24.4%
19,732
+9.9%
0.19%
+7.3%
Q3 2013$928,000
-14.3%
17,957
-12.5%
0.18%
-10.2%
Q2 2013$1,083,00020,5320.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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