Windsor Capital Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
Windsor Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,731,574
+1.3%
11,940
+1.6%
0.60%
+6.0%
Q2 2023$1,709,018
+11.6%
11,7510.0%0.56%
+7.2%
Q1 2023$1,531,219
-3.9%
11,751
-1.1%
0.53%
-9.1%
Q4 2022$1,592,870
+24.4%
11,878
-3.1%
0.58%
+21.1%
Q3 2022$1,280,000
-7.6%
12,256
-0.4%
0.48%
-3.0%
Q2 2022$1,386,000
-18.1%
12,308
-0.9%
0.49%
-6.3%
Q1 2022$1,692,000
-12.7%
12,418
+1.4%
0.53%
-9.9%
Q4 2021$1,939,000
-3.2%
12,247
+0.1%
0.58%
-8.9%
Q3 2021$2,003,000
+3.9%
12,238
-1.3%
0.64%
+0.8%
Q2 2021$1,928,000
-1.2%
12,401
-3.3%
0.64%
-5.8%
Q1 2021$1,951,000
+18.5%
12,822
-1.1%
0.68%
+9.9%
Q4 2020$1,647,000
+27.1%
12,966
-3.7%
0.62%
+13.7%
Q3 2020$1,296,000
+1.8%
13,467
-0.5%
0.54%
-1.5%
Q2 2020$1,273,000
+10.8%
13,537
+6.1%
0.55%
-5.7%
Q1 2020$1,149,000
-34.6%
12,762
+1.2%
0.58%
-21.2%
Q4 2019$1,757,000
+19.9%
12,607
+1.2%
0.74%
+13.0%
Q3 2019$1,465,000
-1.2%
12,454
-6.1%
0.65%
-4.1%
Q2 2019$1,483,000
+10.8%
13,265
+0.4%
0.68%
+7.9%
Q1 2019$1,338,000
+2.8%
13,218
-1.0%
0.63%
-6.2%
Q4 2018$1,302,000
-8.3%
13,345
+6.0%
0.67%
+5.1%
Q3 2018$1,420,000
+10.5%
12,592
+2.1%
0.64%
+7.0%
Q2 2018$1,285,000
-3.7%
12,335
+1.6%
0.60%
-4.9%
Q1 2018$1,335,000
+4.0%
12,142
+1.1%
0.63%
+5.4%
Q4 2017$1,284,000
+162.0%
12,012
+123.8%
0.60%
+141.1%
Q3 2017$490,0000.0%5,3680.0%0.25%
+0.8%
Q2 2017$490,000
-10.6%
5,368
-14.0%
0.25%
-13.4%
Q1 2017$548,000
-20.8%
6,242
-22.2%
0.28%
-24.1%
Q4 2016$692,000
+37.3%
8,022
+5.9%
0.37%
+35.5%
Q3 2016$504,000
+10.3%
7,574
+2.9%
0.28%
+3.4%
Q2 2016$457,000
+23.2%
7,360
+17.3%
0.27%
+15.6%
Q1 2016$371,000
+3.3%
6,275
+15.2%
0.23%
+3.1%
Q4 2015$359,000
+5.6%
5,448
-2.4%
0.22%
+12.0%
Q3 2015$340,000
-16.5%
5,583
-7.2%
0.20%
-15.3%
Q2 2015$407,000
+17.0%
6,015
+4.8%
0.24%
+17.4%
Q1 2015$348,000
+5.8%
5,740
+9.3%
0.20%
+8.6%
Q4 2014$329,000
+5.1%
5,250
+1.1%
0.18%
+3.9%
Q3 2014$313,000
-2.8%
5,194
-6.9%
0.18%
-1.1%
Q2 2014$322,000
+4.2%
5,580
+9.5%
0.18%
-2.2%
Q1 2014$309,000
+36.1%
5,097
+31.2%
0.18%
+38.3%
Q4 2013$227,000
+20.7%
3,884
+6.9%
0.13%
+22.0%
Q3 2013$188,000
-1.6%
3,634
+0.4%
0.11%
-5.2%
Q2 2013$191,0003,6200.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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