BSW Wealth Partners - 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
BSW Wealth Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,711,281
-1.4%
11,801
-1.1%
0.38%
+5.2%
Q2 2023$1,735,866
+12.1%
11,935
+0.4%
0.36%
+14.2%
Q1 2023$1,549,081
+95581.3%
11,888
-1.6%
0.32%
-8.9%
Q4 2022$1,619
-99.9%
12,076
-4.0%
0.35%
+7.7%
Q3 2022$1,314,000
-6.2%
12,578
+1.1%
0.32%
-3.9%
Q2 2022$1,401,000
-17.1%
12,441
+0.4%
0.34%
-21.3%
Q1 2022$1,689,000
-10.8%
12,393
+3.7%
0.43%
-10.1%
Q4 2021$1,893,000
+9.0%
11,952
+12.7%
0.48%
-2.3%
Q3 2021$1,737,000
-5.2%
10,609
-10.0%
0.49%
-3.6%
Q2 2021$1,833,000
+5.8%
11,786
+3.6%
0.50%
+0.8%
Q1 2021$1,732,000
+5.9%
11,379
-11.5%
0.50%
-0.6%
Q4 2020$1,635,000
+43.4%
12,863
+8.6%
0.50%
+17.5%
Q3 2020$1,140,000
+3.8%
11,844
+1.5%
0.43%
+16.3%
Q2 2020$1,098,000
+7.4%
11,673
+2.8%
0.37%
-13.2%
Q1 2020$1,022,000
-35.1%
11,356
+0.5%
0.42%
-21.0%
Q4 2019$1,575,000
+39.4%
11,301
+17.7%
0.54%
+23.4%
Q3 2019$1,130,000
+6.9%
9,602
+1.6%
0.44%
+8.8%
Q2 2019$1,057,000
+29.2%
9,451
+16.9%
0.40%
+23.5%
Q1 2019$818,000
+6.9%
8,085
+3.1%
0.32%
+12.1%
Q4 2018$765,000
-13.6%
7,840
+0.0%
0.29%
-14.2%
Q3 2018$885,000
+8.3%
7,839
+0.0%
0.34%
-4.5%
Q2 2018$817,000
-5.2%
7,8370.0%0.35%
-8.5%
Q1 2018$862,000
-12.2%
7,837
-14.6%
0.39%
-5.6%
Q4 2017$982,000
+15.8%
9,181
+3.4%
0.41%
+10.5%
Q3 2017$848,000
+4.7%
8,882
+0.3%
0.37%
+0.3%
Q2 2017$810,000
+88.8%
8,857
+81.2%
0.37%
+74.1%
Q1 2017$429,000
+2.1%
4,889
+0.5%
0.21%
-3.2%
Q4 2016$420,000
-91.3%
4,863
+1410.2%
0.22%
+31.1%
Q3 2016$4,832,000
+1414.7%
322
-93.7%
0.17%
-4.6%
Q2 2016$319,000
+4.6%
5,132
-0.4%
0.18%
+1.7%
Q1 2016$305,000
-15.0%
5,154
-5.1%
0.17%
-3.9%
Q4 2015$359,000
+14.7%
5,433
+8.7%
0.18%
-29.2%
Q4 2014$313,000
+0.6%
5,000
-3.0%
0.25%
+4.1%
Q3 2014$311,000
+1.6%
5,156
-1.5%
0.24%
-0.4%
Q4 2013$306,000
+12.1%
5,235
-0.9%
0.24%
+2.5%
Q3 2013$273,000
-2.2%
5,2800.0%0.24%
-2.9%
Q2 2013$279,0005,2800.24%
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