Westover Capital Advisors, LLC - 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
Westover Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,293,773
+14.3%
36,504
+14.6%
1.92%
+19.2%
Q2 2023$4,630,774
+15.1%
31,840
+3.2%
1.61%
+8.0%
Q1 2023$4,021,595
-3.0%
30,862
-0.2%
1.49%
-9.1%
Q4 2022$4,147,545
+22.0%
30,929
-4.9%
1.64%
+26.1%
Q3 2022$3,400,000
-7.5%
32,536
-0.3%
1.30%
-4.1%
Q2 2022$3,674,000
-14.6%
32,622
+3.4%
1.36%
+1.0%
Q1 2022$4,300,000
-17.1%
31,546
-3.8%
1.34%
-11.3%
Q4 2021$5,190,000
-6.6%
32,776
-3.5%
1.51%
-13.2%
Q3 2021$5,559,000
+9.2%
33,962
+3.8%
1.74%
+6.6%
Q2 2021$5,091,000
+1.8%
32,732
-0.4%
1.63%
-5.2%
Q1 2021$5,003,000
+18.4%
32,865
-1.1%
1.72%
+13.2%
Q4 2020$4,224,000
+4.6%
33,244
-20.7%
1.52%
-8.2%
Q3 2020$4,037,000
+1.2%
41,939
-1.1%
1.66%
-11.4%
Q2 2020$3,990,000
+4.9%
42,425
+0.4%
1.87%
-9.1%
Q1 2020$3,803,000
-36.0%
42,243
-0.9%
2.06%
-22.5%
Q4 2019$5,940,000
+12.8%
42,613
-4.8%
2.66%
+6.8%
Q3 2019$5,266,000
+4.6%
44,744
-0.7%
2.49%
+0.1%
Q2 2019$5,035,000
+11.2%
45,040
+0.7%
2.48%
+5.7%
Q1 2019$4,528,000
+10.8%
44,728
+6.9%
2.35%
-8.0%
Q4 2018$4,086,000
-13.1%
41,856
+0.5%
2.56%
+7.4%
Q3 2018$4,701,000
+16.5%
41,659
+7.6%
2.38%
+9.4%
Q2 2018$4,036,000
-8.3%
38,732
-3.3%
2.18%
-9.3%
Q1 2018$4,403,000
+59.0%
40,038
+54.6%
2.40%
+57.5%
Q4 2017$2,770,000
+18.4%
25,900
+5.7%
1.52%
+10.5%
Q3 2017$2,340,000
+33.1%
24,495
+27.4%
1.38%
+19.0%
Q2 2017$1,758,000
+3.0%
19,234
-1.0%
1.16%
+1.7%
Q1 2017$1,707,000
-20.9%
19,432
-22.3%
1.14%
-26.3%
Q4 2016$2,159,000
+25.0%
25,023
-3.5%
1.54%
+20.4%
Q3 2016$1,727,000
+0.2%
25,940
-6.5%
1.28%
-9.2%
Q2 2016$1,724,000
-7.0%
27,738
-11.3%
1.41%
-9.6%
Q1 2016$1,853,000
-12.3%
31,288
-2.2%
1.56%
-11.2%
Q4 2015$2,112,000
+7.8%
31,989
-0.4%
1.76%
+4.3%
Q3 2015$1,959,000
-10.1%
32,123
-0.1%
1.69%
-2.7%
Q2 2015$2,180,000
+17.1%
32,167
+4.7%
1.73%
+15.2%
Q1 2015$1,861,000
-32.8%
30,719
-30.6%
1.50%
-36.6%
Q4 2014$2,769,000
-4.5%
44,242
-8.0%
2.37%
+0.4%
Q3 2014$2,898,000
+1.8%
48,106
-2.6%
2.36%
-1.6%
Q2 2014$2,847,000
-5.9%
49,408
-0.8%
2.40%
-14.8%
Q1 2014$3,024,000
+3.3%
49,813
-0.4%
2.82%
+1.0%
Q4 2013$2,926,000
+10.1%
50,029
-2.7%
2.79%
+1.4%
Q3 2013$2,657,000
-14.3%
51,411
-12.4%
2.75%
-9.6%
Q2 2013$3,100,00058,7173.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders