Wellington Shields & Co., 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
Wellington Shields & Co., LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,062,543
-0.9%
48,700
-0.6%
1.77%
+5.4%
Q2 2023$7,125,913
+13.7%
48,996
+1.9%
1.68%
+19.3%
Q1 2023$6,265,236
-0.3%
48,079
+2.6%
1.40%
-1.7%
Q4 2022$6,283,646
+25.7%
46,858
-2.1%
1.43%
-34.5%
Q3 2022$4,999,000
-7.2%
47,840
+0.1%
2.18%
+67.1%
Q2 2022$5,384,000
-20.3%
47,810
-3.6%
1.30%
-41.3%
Q1 2022$6,759,000
+8.4%
49,583
+25.9%
2.22%
+78.4%
Q4 2021$6,238,000
-3.4%
39,396
-0.1%
1.25%
-44.7%
Q3 2021$6,455,000
+5.3%
39,437
+0.1%
2.25%
+11.3%
Q2 2021$6,131,000
-0.3%
39,417
-2.4%
2.02%
-8.2%
Q1 2021$6,150,000
+5.2%
40,397
-12.2%
2.20%
+5.3%
Q4 2020$5,846,000
+30.5%
46,008
-1.1%
2.09%
+11.3%
Q3 2020$4,479,000
+2.4%
46,528
+0.1%
1.88%
-1.8%
Q2 2020$4,374,000
+4.8%
46,498
+0.3%
1.92%
-16.7%
Q1 2020$4,174,000
-37.5%
46,368
-3.2%
2.30%
-22.2%
Q4 2019$6,677,000
+463.0%
47,897
+375.4%
2.96%
+61.5%
Q3 2019$1,186,000
-77.8%
10,075
-78.9%
1.83%
-27.4%
Q2 2019$5,350,000
+10.5%
47,852
+0.0%
2.52%
+2.4%
Q1 2019$4,842,000
-3.8%
47,831
-7.2%
2.47%
-14.4%
Q4 2018$5,034,000
+59.2%
51,564
+84.0%
2.88%
+68.2%
Q3 2018$3,162,000
+6.6%
28,024
-1.5%
1.71%
+11.5%
Q2 2018$2,965,000
-6.7%
28,459
-1.5%
1.54%
-10.3%
Q1 2018$3,177,000
+3.8%
28,894
+0.9%
1.71%
+4.1%
Q4 2017$3,062,000
+9.2%
28,629
-2.5%
1.65%
+77.7%
Q3 2017$2,805,000
+5.2%
29,368
+0.7%
0.93%
+0.8%
Q2 2017$2,666,000
+7.8%
29,168
+3.6%
0.92%
+23.7%
Q1 2017$2,474,000
+3.2%
28,168
+1.3%
0.74%
-40.7%
Q4 2016$2,398,000
+29.8%
27,793
+0.2%
1.26%
+33.9%
Q3 2016$1,847,000
+7.2%
27,737
+0.0%
0.94%
-12.4%
Q2 2016$1,723,000
+24.0%
27,732
+18.3%
1.07%
+15.7%
Q1 2016$1,389,000
+1.4%
23,452
+13.0%
0.92%
+1.6%
Q4 2015$1,370,000
+8.3%
20,747
+0.0%
0.91%
-4.9%
Q3 2015$1,265,000
-10.0%
20,7420.0%0.96%
+104.5%
Q2 2015$1,405,000
+11.8%
20,7420.0%0.47%
-36.9%
Q1 2015$1,257,000
-3.2%
20,7420.0%0.74%
+0.3%
Q4 2014$1,298,000
+7.6%
20,742
+3.6%
0.74%
-2.6%
Q3 2014$1,206,000
+4.6%
20,0170.0%0.76%
+5.4%
Q2 2014$1,153,000
-1.7%
20,017
+3.6%
0.72%
-2.6%
Q1 2014$1,173,000
+3.3%
19,317
-0.5%
0.74%
-3.6%
Q4 2013$1,136,000
+15.0%
19,419
+1.6%
0.77%
-1.7%
Q3 2013$988,000
+9.3%
19,119
+11.7%
0.78%
+2792.6%
Q2 2013$904,00017,1190.03%
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