Winfield Associates, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Winfield Associates, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$1,129,000
-20.2%
8,284
-7.3%
0.41%
-13.4%
Q4 2021$1,415,000
+71.7%
8,933
+77.5%
0.47%
+54.9%
Q3 2021$824,000
+10.8%
5,033
+5.2%
0.30%
+10.9%
Q2 2021$744,000
+14.1%
4,783
+11.7%
0.27%
+2.6%
Q1 2021$652,000
+24.0%
4,283
+3.5%
0.27%
+20.3%
Q4 2020$526,000
+0.4%
4,140
-23.9%
0.22%
-10.8%
Q3 2020$524,000
-19.8%
5,440
-21.6%
0.25%
-25.4%
Q2 2020$653,000
+191.5%
6,940
+178.7%
0.33%
+136.9%
Q1 2020$224,000
-56.3%
2,490
-32.4%
0.14%
-40.8%
Q4 2019$513,000
+38.6%
3,683
+17.2%
0.24%
+31.5%
Q3 2019$370,000
+14.9%
3,143
+9.0%
0.18%
+8.4%
Q2 2019$322,000
+10.3%
2,8830.0%0.17%
+7.1%
Q1 2019$292,000
+30.9%
2,883
+26.4%
0.16%
+14.7%
Q4 2018$223,000
-13.2%
2,2800.0%0.14%
+7.1%
Q3 2018$257,000
+8.0%
2,2800.0%0.13%
-0.8%
Q2 2018$238,000
+5.8%
2,280
+11.2%
0.13%
+5.8%
Q1 2018$225,000
-21.6%
2,050
-23.4%
0.12%
-16.6%
Q4 2017$287,000
+12.1%
2,6750.0%0.14%
+7.4%
Q3 2017$256,000
+4.9%
2,6750.0%0.14%0.0%
Q2 2017$244,000
+3.8%
2,6750.0%0.14%
+0.7%
Q1 2017$235,000
+45.1%
2,675
+42.7%
0.13%
+35.4%
Q4 2016$162,000
+33.9%
1,875
+2.9%
0.10%
+30.3%
Q3 2016$121,000
+7.1%
1,8220.0%0.08%
+2.7%
Q2 2016$113,000
+3.7%
1,822
-1.5%
0.07%0.0%
Q1 2016$109,000
+38.0%
1,850
+54.2%
0.07%
+39.6%
Q4 2015$79,000
+8.2%
1,2000.0%0.05%
-3.6%
Q3 2015$73,000
-93.5%
1,200
-93.3%
0.06%
-93.4%
Q4 2014$1,126,000
-13.5%
17,995
-16.7%
0.83%
-14.5%
Q3 2014$1,301,000
+2.6%
21,604
-1.9%
0.97%
+5.3%
Q2 2014$1,268,000
-7.8%
22,013
-2.8%
0.92%
-19.1%
Q1 2014$1,375,000
+5.5%
22,654
+1.6%
1.14%
+6.1%
Q4 2013$1,303,00022,2881.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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