Willingdon Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
Willingdon Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2020$73,000
-53.8%
809
-28.5%
0.02%
-45.5%
Q4 2019$158,000
+11.3%
1,132
-6.0%
0.03%
+6.5%
Q3 2019$142,000
-97.9%
1,204
-98.0%
0.03%
-98.0%
Q2 2019$6,831,000
+11.8%
61,096
+1.2%
1.59%
+5.7%
Q1 2019$6,111,000
+6.1%
60,364
+2.3%
1.50%
-9.6%
Q4 2018$5,759,000
-14.8%
58,993
-1.5%
1.66%
-10.0%
Q3 2018$6,756,000
+108.1%
59,872
+92.2%
1.84%
+85.7%
Q2 2018$3,246,000
-1.1%
31,148
+4.4%
0.99%
-4.2%
Q1 2018$3,281,000
+18.7%
29,840
+15.5%
1.04%
+14.2%
Q4 2017$2,763,000
+27.5%
25,835
+13.9%
0.91%
+15.1%
Q3 2017$2,167,000
+4.7%
22,685
+0.2%
0.79%
-4.0%
Q2 2017$2,069,000
+7.8%
22,633
+3.6%
0.82%
+5.9%
Q1 2017$1,919,000
+14.4%
21,846
+12.4%
0.78%
-2.0%
Q4 2016$1,677,000
+27.1%
19,436
-1.9%
0.79%
+18.9%
Q3 2016$1,319,000
-9.6%
19,818
-15.6%
0.67%
-11.1%
Q2 2016$1,459,000
-54.4%
23,480
-56.5%
0.75%
-61.8%
Q1 2016$3,199,000
+368.4%
54,006
+379.2%
1.96%
+245.7%
Q1 2015$683,000
-51.7%
11,269
-50.2%
0.57%
-36.3%
Q4 2014$1,415,000
+405.4%
22,610
+385.7%
0.89%
+383.7%
Q3 2014$280,000
-85.7%
4,655
-86.3%
0.18%
-86.4%
Q2 2014$1,953,000
-3.7%
33,890
+1.5%
1.35%
-4.9%
Q1 2014$2,027,000
+143.6%
33,389
+134.8%
1.42%
+117.9%
Q4 2013$832,00014,2200.65%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
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