Segment Wealth Management, 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
Segment Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,963,015
+1.6%
13,536
+1.9%
0.20%
+0.5%
Q2 2023$1,932,025
-1.5%
13,284
-11.8%
0.20%
-10.4%
Q1 2023$1,962,338
-82.4%
15,059
-81.9%
0.22%
-82.8%
Q4 2022$11,171,604
+29.1%
83,308
+0.6%
1.29%
+19.6%
Q3 2022$8,654,000
+1.5%
82,816
+9.4%
1.08%
-0.1%
Q2 2022$8,527,000
-13.2%
75,723
+5.0%
1.08%
+6.8%
Q1 2022$9,829,000
-6.9%
72,100
+8.2%
1.01%
-8.5%
Q4 2021$10,554,000
+1.2%
66,647
+4.6%
1.11%
-10.6%
Q3 2021$10,431,000
+5.4%
63,727
+0.1%
1.24%
+5.5%
Q2 2021$9,897,000
+5.0%
63,632
+2.8%
1.17%
-6.1%
Q1 2021$9,426,000
+21.6%
61,919
+1.5%
1.25%
+11.7%
Q4 2020$7,749,000
+28.4%
60,980
-2.7%
1.12%
+14.2%
Q3 2020$6,034,000
+7.1%
62,673
+4.6%
0.98%
-6.0%
Q2 2020$5,635,000
+5.9%
59,909
+1.4%
1.04%
-12.1%
Q1 2020$5,319,000
-35.0%
59,083
+0.7%
1.18%
-14.2%
Q4 2019$8,178,000
+26.9%
58,662
+7.1%
1.38%
+9.5%
Q3 2019$6,446,000
+7.1%
54,775
+1.7%
1.26%
+2.9%
Q2 2019$6,020,000
+12.7%
53,845
+2.1%
1.22%
+8.3%
Q1 2019$5,341,000
+7.7%
52,760
+3.8%
1.13%
-9.6%
Q4 2018$4,960,000
-13.8%
50,810
-0.4%
1.25%
-0.2%
Q3 2018$5,756,000
+10.4%
51,007
+1.9%
1.25%
+2.0%
Q2 2018$5,215,000
-4.8%
50,050
+0.5%
1.23%
-9.8%
Q1 2018$5,480,000
+2.4%
49,822
-0.5%
1.36%
+5.3%
Q4 2017$5,353,000
+13.5%
50,060
+1.4%
1.29%
+3.4%
Q3 2017$4,717,000
+6.6%
49,379
+1.9%
1.25%
+2.6%
Q2 2017$4,427,000
+20.7%
48,440
+16.0%
1.22%
+1.9%
Q1 2017$3,669,000
+265.8%
41,757
+259.2%
1.20%
+225.0%
Q4 2016$1,003,000
+36.6%
11,625
+5.5%
0.37%
+27.3%
Q3 2016$734,000
+7.0%
11,0220.0%0.29%
+2.1%
Q2 2016$686,000
+6.7%
11,022
+1.4%
0.28%
+17.9%
Q1 2016$643,000
-10.4%
10,8710.0%0.24%
-11.8%
Q4 2015$718,000
+8.3%
10,8710.0%0.27%
+7.5%
Q3 2015$663,000
-9.9%
10,871
-0.1%
0.25%
-1.2%
Q2 2015$736,000
+11.7%
10,8770.0%0.26%
+16.4%
Q1 2015$659,000
+112.6%
10,877
+119.4%
0.22%
+84.9%
Q4 2014$310,000
-1.3%
4,957
-5.0%
0.12%
-0.8%
Q3 2014$314,000
-1.6%
5,217
-5.9%
0.12%
-3.2%
Q2 2014$319,000
+0.9%
5,542
+6.3%
0.12%
-15.6%
Q1 2014$316,000
+10.5%
5,212
+6.7%
0.15%
+4.3%
Q4 2013$286,000
+13.9%
4,887
+0.5%
0.14%
+2.9%
Q3 2013$251,000
-8.1%
4,862
-6.0%
0.14%
-16.0%
Q2 2013$273,0005,1730.16%
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