Waverly Advisors, 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
Waverly Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,903,821
+67.8%
40,710
+68.2%
0.26%
+67.5%
Q2 2023$3,519,202
-32.3%
24,197
-39.3%
0.15%
-43.2%
Q1 2023$5,196,665
+151.6%
39,879
+158.9%
0.27%
+135.7%
Q4 2022$2,065,482
+36.8%
15,403
+6.6%
0.12%
+8.5%
Q3 2022$1,510,000
+14.8%
14,452
+23.8%
0.11%
-11.7%
Q2 2022$1,315,000
-13.7%
11,675
+4.4%
0.12%
-7.0%
Q1 2022$1,524,000
-14.2%
11,181
-3.1%
0.13%
-15.7%
Q4 2021$1,776,000
-6.5%
11,539
+1.9%
0.15%
-5.6%
Q3 2021$1,899,000
+10.3%
11,329
+5.3%
0.16%
+1.9%
Q2 2021$1,721,000
+35.3%
10,757
+36.0%
0.16%
+26.2%
Q1 2021$1,272,000
+22.7%
7,912
+6.3%
0.13%
+15.6%
Q4 2020$1,037,000
+50.5%
7,446
+6.0%
0.11%
+18.5%
Q3 2020$689,000
+5.8%
7,027
+10.6%
0.09%
+9.5%
Q2 2020$651,000
+10.0%
6,356
-3.3%
0.08%
-16.0%
Q1 2020$592,000
-23.4%
6,576
+17.0%
0.10%
-2.0%
Q4 2019$773,000
+10.3%
5,619
-5.6%
0.10%
+1.0%
Q3 2019$701,000
+3.1%
5,953
-2.2%
0.10%0.0%
Q2 2019$680,000
+31.8%
6,084
+19.3%
0.10%
+26.2%
Q1 2019$516,000
+15.2%
5,101
+11.1%
0.08%
+2.6%
Q4 2018$448,000
-71.6%
4,593
-67.1%
0.08%
-66.5%
Q3 2018$1,576,000
+8.3%
13,965
+0.0%
0.23%
+3.1%
Q2 2018$1,455,000
+1.1%
13,964
+6.7%
0.23%
-3.0%
Q1 2018$1,439,000
-23.4%
13,085
-25.5%
0.23%
-13.1%
Q4 2017$1,878,000
+17.8%
17,560
+5.2%
0.27%
-22.5%
Q3 2017$1,594,000
+9.1%
16,689
+4.4%
0.35%
-5.7%
Q2 2017$1,461,000
+3.3%
15,990
-0.7%
0.37%
-1.3%
Q1 2017$1,414,000
+92.1%
16,098
+88.8%
0.37%
+36.3%
Q4 2016$736,000
+85.4%
8,525
+43.0%
0.27%
+64.5%
Q3 2016$397,000
+42.8%
5,962
+33.4%
0.17%
+31.7%
Q2 2016$278,000
+10.3%
4,469
+5.1%
0.13%
-18.2%
Q1 2016$252,000
-65.0%
4,254
-61.0%
0.15%
-51.0%
Q4 2015$721,000
+2784.0%
10,918
+2629.5%
0.31%
+2315.4%
Q4 2014$25,000
-95.8%
400
-96.0%
0.01%
-96.0%
Q3 2014$596,000
+4.6%
9,9010.0%0.32%
+35.9%
Q2 2014$570,000
-5.2%
9,9010.0%0.24%
-12.9%
Q1 2014$601,000
-53.5%
9,901
-55.2%
0.27%
-40.2%
Q4 2013$1,293,000
+87.4%
22,117
+65.6%
0.46%
+28.9%
Q3 2013$690,000
+3.4%
13,358
+5.7%
0.35%
-8.3%
Q2 2013$667,00012,6400.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders