Evercore Wealth Management, 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
Evercore Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$89,561,762
+0.3%
617,582
+0.6%
1.68%
+2.4%
Q2 2023$89,317,342
+13.2%
614,118
+1.4%
1.64%
+4.1%
Q1 2023$78,887,737
-2.6%
605,385
+0.2%
1.57%
-7.4%
Q4 2022$81,021,897
+29.8%
604,190
+1.1%
1.70%
+20.6%
Q3 2022$62,424,000
-7.2%
597,351
+0.0%
1.41%
-0.7%
Q2 2022$67,245,000
-16.6%
597,154
+1.0%
1.42%
-0.5%
Q1 2022$80,602,000
-6.1%
591,270
+9.1%
1.42%
+2.2%
Q4 2021$85,812,000
-1.6%
541,916
+1.8%
1.40%
-11.6%
Q3 2021$87,169,000
+6.8%
532,528
+1.5%
1.58%
+5.6%
Q2 2021$81,634,000
+6.5%
524,842
+4.3%
1.49%
-1.6%
Q1 2021$76,630,000
+25.2%
503,381
+4.5%
1.52%
+15.2%
Q4 2020$61,186,000
+60.5%
481,518
+21.6%
1.32%
+41.3%
Q3 2020$38,126,000
+152.2%
396,042
+146.5%
0.93%
+130.9%
Q2 2020$15,115,000
+12.9%
160,691
+8.1%
0.40%
-8.4%
Q1 2020$13,386,000
-33.5%
148,684
+3.0%
0.44%
-18.6%
Q4 2019$20,122,000
+19.6%
144,346
+1.0%
0.54%
+9.7%
Q3 2019$16,827,000
+5.8%
142,976
+0.5%
0.49%
+2.3%
Q2 2019$15,905,000
+18.7%
142,265
+7.5%
0.48%
+12.1%
Q1 2019$13,397,000
+7.9%
132,341
+4.0%
0.43%
-8.1%
Q4 2018$12,417,000
-13.6%
127,199
-0.2%
0.47%
+2.0%
Q3 2018$14,378,000
+9.4%
127,421
+1.0%
0.46%
+2.4%
Q2 2018$13,144,000
+7.3%
126,143
+13.3%
0.45%
-4.1%
Q1 2018$12,247,000
+0.9%
111,374
-1.9%
0.47%
+3.8%
Q4 2017$12,137,000
+14.6%
113,493
+2.3%
0.45%
+9.2%
Q3 2017$10,594,000
+5.5%
110,924
+1.0%
0.41%
+6.4%
Q2 2017$10,037,000
+18.3%
109,814
+13.7%
0.39%
+16.9%
Q1 2017$8,481,000
+6.3%
96,547
+4.4%
0.33%
+0.3%
Q4 2016$7,980,000
+39.0%
92,483
+7.2%
0.33%
+39.1%
Q3 2016$5,743,000
+5.0%
86,244
-2.0%
0.24%
-1.7%
Q2 2016$5,467,000
+7.8%
87,980
+2.7%
0.24%
+8.0%
Q1 2016$5,073,000
-23.1%
85,658
-14.2%
0.22%
-26.8%
Q4 2015$6,595,000
+13.6%
99,877
+4.9%
0.31%
+10.5%
Q3 2015$5,808,000
-8.1%
95,255
+2.0%
0.28%
-2.8%
Q2 2015$6,321,000
+19.0%
93,343
+6.4%
0.28%
+16.8%
Q1 2015$5,313,000
-8.6%
87,756
-5.7%
0.24%
-15.9%
Q4 2014$5,816,000
+1.1%
93,017
-2.7%
0.29%
+0.7%
Q3 2014$5,755,000
+12.2%
95,607
+7.5%
0.29%
+9.1%
Q2 2014$5,127,000
-1.7%
88,976
+3.5%
0.26%
-9.6%
Q1 2014$5,216,000
-11.0%
85,976
-14.2%
0.29%
-9.3%
Q4 2013$5,858,000
+40.9%
100,231
+24.6%
0.32%
+35.3%
Q3 2013$4,157,000
-7.1%
80,417
-5.1%
0.24%
-5.9%
Q2 2013$4,476,00084,7290.25%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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