EP Wealth 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
EP Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$90,595,765
+0.1%
624,712
+108.2%
1.40%
+7.7%
Q2 2023$90,491,224
+20331.1%
300,000
+3443.2%
1.30%
+16200.0%
Q1 2023$442,909
-99.4%
8,467
-98.6%
0.01%
-99.4%
Q4 2022$78,392,385
+32.0%
584,582
+2.8%
1.41%
+4.9%
Q3 2022$59,400,000
+0.2%
568,419
+8.0%
1.35%
+0.9%
Q2 2022$59,266,000
-10.3%
526,297
+8.6%
1.34%
-7.9%
Q1 2022$66,036,000
-10.6%
484,418
+3.9%
1.45%
-16.9%
Q4 2021$73,829,000
-1.1%
466,238
+2.3%
1.74%
-14.7%
Q3 2021$74,616,000
+10.8%
455,838
+5.3%
2.05%
+9.6%
Q2 2021$67,350,000
+3.7%
433,009
+1.5%
1.87%
-9.6%
Q1 2021$64,970,000
+30.0%
426,790
+8.5%
2.07%
+17.6%
Q4 2020$49,981,000
+37.4%
393,331
+4.1%
1.76%
+12.3%
Q3 2020$36,378,000
+11.2%
377,872
+8.6%
1.56%
+12.0%
Q2 2020$32,727,000
+10.8%
347,941
+6.0%
1.40%
-3.4%
Q1 2020$29,545,000
-29.6%
328,171
+9.0%
1.45%
-16.4%
Q4 2019$41,983,000
+17.5%
301,168
-0.8%
1.73%
-2.4%
Q3 2019$35,725,000
+4.1%
303,552
-1.1%
1.77%
-17.4%
Q2 2019$34,313,000
+40.2%
306,914
+26.9%
2.14%
-8.9%
Q1 2019$24,481,000
+7.4%
241,838
+3.6%
2.35%
+33.8%
Q4 2018$22,799,000
-5.7%
233,547
+9.1%
1.76%
-6.8%
Q3 2018$24,166,000
+13.5%
214,164
+4.8%
1.89%
-6.0%
Q2 2018$21,297,000
-2.1%
204,388
+3.3%
2.01%
-4.4%
Q1 2018$21,748,000
+2.3%
197,765
-0.5%
2.10%
-6.3%
Q4 2017$21,255,000
+13.9%
198,760
+1.7%
2.24%
+4.0%
Q3 2017$18,667,000
+5.8%
195,445
+1.3%
2.16%
-0.3%
Q2 2017$17,640,000
+8.7%
193,000
+4.5%
2.16%
-3.4%
Q1 2017$16,230,000
+8.1%
184,765
-5.2%
2.24%
+2.1%
Q4 2016$15,015,000
+12.6%
194,969
-2.7%
2.19%
+5.3%
Q3 2016$13,338,000
+6.2%
200,301
-0.9%
2.08%
+4.1%
Q2 2016$12,556,000
-1.2%
202,053
-5.9%
2.00%
+2.7%
Q1 2016$12,710,000
-22.9%
214,629
-14.0%
1.95%
-29.6%
Q4 2015$16,476,000
+8.9%
249,528
+0.5%
2.77%
-4.0%
Q3 2015$15,134,000
-99.9%
248,228
-1.1%
2.88%
-9.5%
Q2 2015$17,010,823,000
+11.9%
251,045
+0.0%
3.19%
+11.5%
Q1 2015$15,205,532,000
+100312.9%
250,999
+3.7%
2.86%
+14.5%
Q4 2014$15,143,000
+5.2%
241,984
+1.3%
2.50%
+7.1%
Q3 2014$14,394,000
+10.2%
238,942
+5.4%
2.33%
-23.2%
Q2 2014$13,066,000
+1.0%
226,755
+6.4%
3.04%
-14.2%
Q1 2014$12,936,000
+8.7%
213,086
+4.7%
3.54%
+14.6%
Q4 2013$11,898,000
+15.9%
203,446
+2.4%
3.09%
-4.3%
Q3 2013$10,269,000
+1.3%
198,659
+3.4%
3.23%
-11.8%
Q2 2013$10,139,000192,0563.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders