Meristem Family Wealth, 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
Meristem Family Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$3,445,000
-28.4%
25,273
-16.8%
0.37%
-9.7%
Q4 2021$4,811,000
-2.9%
30,384
+0.4%
0.41%
-13.6%
Q3 2021$4,954,000
+126.0%
30,262
+114.7%
0.48%
+38.3%
Q2 2021$2,192,000
+43.6%
14,093
+40.6%
0.34%
+12.4%
Q1 2021$1,526,000
+19.9%
10,025
+0.1%
0.31%
+13.7%
Q4 2020$1,273,000
+26.2%
10,018
-4.4%
0.27%
+4.2%
Q3 2020$1,009,000
-2.2%
10,482
-4.4%
0.26%
-8.5%
Q2 2020$1,032,000
-7.7%
10,970
-11.6%
0.28%
-17.7%
Q1 2020$1,118,000
-2.9%
12,415
+50.4%
0.34%
+21.1%
Q4 2019$1,151,000
+19.4%
8,257
+0.8%
0.28%
+9.2%
Q3 2019$964,000
-37.7%
8,188
-40.9%
0.26%
-44.9%
Q2 2019$1,548,000
+186.7%
13,847
+159.7%
0.47%
+159.3%
Q1 2019$540,000
-2.0%
5,331
-5.5%
0.18%
-9.9%
Q4 2018$551,000
-25.3%
5,642
-13.7%
0.20%
-20.2%
Q3 2018$738,000
+12.2%
6,537
+3.4%
0.25%
+9.5%
Q2 2018$658,000
-7.2%
6,319
-2.0%
0.23%
-8.7%
Q1 2018$709,000
+11.5%
6,449
+8.4%
0.25%
+9.5%
Q4 2017$636,000
+12.0%
5,9490.0%0.23%
+1.3%
Q3 2017$568,000
+4.4%
5,9490.0%0.23%
+2.2%
Q2 2017$544,000
+4.0%
5,9490.0%0.22%
+7.7%
Q1 2017$523,000
-15.1%
5,949
-16.7%
0.21%
-17.9%
Q4 2016$616,000
+25.2%
7,144
-3.4%
0.25%
+21.7%
Q3 2016$492,000
+3.8%
7,392
-3.1%
0.21%
-1.4%
Q2 2016$474,000
+4.4%
7,626
-0.5%
0.21%
+4.5%
Q1 2016$454,000
-7.7%
7,668
+2.9%
0.20%
+4.1%
Q4 2015$492,000
-7.5%
7,450
-5.0%
0.19%
-17.2%
Q2 2015$532,000
+1.1%
7,844
-9.6%
0.23%
+6.4%
Q1 2015$526,000
-1.9%
8,679
+1.4%
0.22%
+12.3%
Q4 2014$536,000
-5.8%
8,563
-9.3%
0.20%
-19.8%
Q3 2014$569,000
-16.2%
9,438
-19.9%
0.24%
-14.7%
Q2 2014$679,000
-12.2%
11,778
-7.5%
0.28%
-15.7%
Q1 2014$773,000
-9.9%
12,728
-13.2%
0.34%
-4.0%
Q4 2013$858,000
+13.2%
14,6710.0%0.35%
+0.9%
Q3 2013$758,000
-6.1%
14,671
-4.0%
0.35%
-6.4%
Q2 2013$807,00015,2900.37%
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