Wharton Business Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,940 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 1.1%.

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
Wharton Business Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$28,840
+8.0%
198,872
+8.4%
1.60%
-8.9%
Q2 2023$26,692
+11.9%
183,525
+0.2%
1.76%
+23.1%
Q1 2023$23,861
-2.8%
183,115
+0.0%
1.43%
+0.5%
Q4 2022$24,549
-99.9%
183,065
+0.4%
1.42%
+10.4%
Q3 2022$19,060,000
-6.4%
182,390
+0.9%
1.29%
-4.2%
Q2 2022$20,365,000
-13.7%
180,844
+4.5%
1.34%
-6.0%
Q1 2022$23,592,000
-13.3%
173,063
+0.7%
1.43%
-14.9%
Q4 2021$27,220,000
-0.7%
171,896
+2.6%
1.68%
-39.6%
Q3 2021$27,412,000
+11.7%
167,461
+6.1%
2.78%
+45.1%
Q2 2021$24,547,000
+4.9%
157,821
+2.6%
1.92%
+4.9%
Q1 2021$23,411,000
+21.2%
153,787
+1.2%
1.83%
+15.5%
Q4 2020$19,309,000
+33.4%
151,959
+1.1%
1.58%
+18.5%
Q3 2020$14,473,000
+23.2%
150,334
+20.4%
1.34%
+18.0%
Q2 2020$11,746,000
+15.9%
124,882
+10.9%
1.13%
-1.2%
Q1 2020$10,136,000
-18.2%
112,582
+26.6%
1.15%
-0.5%
Q4 2019$12,395,000
+21.2%
88,920
+2.3%
1.15%
+12.4%
Q3 2019$10,228,000
+5.2%
86,905
-0.1%
1.02%
+3.5%
Q2 2019$9,721,000
+10.7%
86,951
+0.3%
0.99%
+8.9%
Q1 2019$8,778,000
+3.9%
86,716
+0.2%
0.91%
-8.6%
Q4 2018$8,445,000
+12.0%
86,506
+29.4%
1.00%
+32.8%
Q3 2018$7,542,000
+8.2%
66,836
-0.1%
0.75%
+3.3%
Q2 2018$6,969,000
-5.0%
66,877
+0.2%
0.72%
-4.5%
Q1 2018$7,339,000
+2.8%
66,734
-0.5%
0.76%
+2.4%
Q4 2017$7,142,000
+11.5%
67,0470.0%0.74%
+9.5%
Q3 2017$6,404,000
+4.6%
67,047
+0.1%
0.68%
+3.7%
Q2 2017$6,125,000
+3.7%
67,011
-0.3%
0.65%
+3.5%
Q1 2017$5,906,000
-0.7%
67,236
-2.4%
0.63%
-10.4%
Q4 2016$5,945,000
+0.3%
68,897
-22.6%
0.70%
-3.7%
Q3 2016$5,927,000
+6.6%
89,009
-0.5%
0.73%
+11.1%
Q2 2016$5,558,000
+3.0%
89,444
-1.8%
0.66%
+10.4%
Q1 2016$5,394,000
-11.0%
91,083
-0.7%
0.60%
-0.5%
Q4 2015$6,058,000
+8.3%
91,7490.0%0.60%
+8.3%
Q3 2015$5,594,000
-9.8%
91,749
+0.2%
0.55%
+34.2%
Q2 2015$6,205,000
+11.3%
91,572
-0.5%
0.41%
-10.2%
Q1 2015$5,573,000
-7.8%
91,992
-4.8%
0.46%
-8.2%
Q4 2014$6,045,000
+4.3%
96,597
+0.4%
0.50%
-2.9%
Q3 2014$5,798,000
+6.4%
96,247
+1.8%
0.52%
-14.3%
Q2 2014$5,448,000
+140.7%
94,542
+153.6%
0.60%
+230.2%
Q1 2014$2,263,000
+3.8%
37,2820.0%0.18%
-1.1%
Q4 2013$2,180,000
+94.0%
37,282
+71.5%
0.18%
+93.7%
Q3 2013$1,124,000
-6.3%
21,743
-4.4%
0.10%
-9.5%
Q2 2013$1,200,00022,7380.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2015
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders