Waldron Private Wealth 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
Waldron Private Wealth LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,094
+2.9%
42,022
+3.2%
0.32%
+6.8%
Q2 2023$5,922
+7.0%
40,720
-4.1%
0.30%
+10.0%
Q1 2023$5,535
+25.1%
42,480
+0.4%
0.27%
-2.2%
Q4 2022$4,423
-99.9%
42,3280.0%0.28%0.0%
Q3 2022$4,423,000
-2.8%
42,328
+4.8%
0.28%
+7.8%
Q2 2022$4,550,000
-14.6%
40,406
+3.4%
0.26%
-6.6%
Q1 2022$5,329,000
-12.4%
39,092
+1.7%
0.27%
-9.0%
Q4 2021$6,083,000
-1.7%
38,421
+1.6%
0.30%
-16.7%
Q3 2021$6,191,000
-24.5%
37,825
-28.2%
0.36%
-31.3%
Q2 2021$8,199,000
+69.0%
52,716
+65.4%
0.52%
+55.5%
Q1 2021$4,851,000
+20.0%
31,867
+0.2%
0.34%
+12.0%
Q4 2020$4,041,000
+27.1%
31,806
-3.7%
0.30%
+10.7%
Q3 2020$3,179,000
+8.4%
33,023
+5.9%
0.27%
+5.0%
Q2 2020$2,933,000
+7.6%
31,190
+3.0%
0.26%
-10.7%
Q1 2020$2,726,000
-38.4%
30,289
-4.5%
0.29%
-26.4%
Q4 2019$4,423,000
+23.3%
31,731
+4.1%
0.39%
+7.9%
Q3 2019$3,586,000
+74.3%
30,478
+65.6%
0.36%
+66.7%
Q2 2019$2,057,000
+3.4%
18,405
-6.4%
0.22%
-2.2%
Q1 2019$1,990,000
+12.1%
19,659
+8.1%
0.22%
-12.5%
Q4 2018$1,775,000
+3.5%
18,188
+19.6%
0.26%
-23.4%
Q3 2018$1,715,000
+23.6%
15,206
+14.1%
0.33%
+11.0%
Q2 2018$1,388,000
-12.4%
13,323
-7.6%
0.30%
-15.7%
Q1 2018$1,585,000
+0.7%
14,422
-2.0%
0.36%
-3.5%
Q4 2017$1,574,000
+4.7%
14,719
-6.5%
0.37%
-11.9%
Q3 2017$1,503,000
+15.4%
15,740
+10.5%
0.42%
+1.7%
Q2 2017$1,302,000
-31.4%
14,250
-34.1%
0.41%
-13.2%
Q1 2017$1,897,000
+29.0%
21,608
+26.8%
0.48%
-5.7%
Q4 2016$1,470,000
+34.1%
17,047
+3.5%
0.50%
+27.2%
Q3 2016$1,096,000
-22.1%
16,464
-27.3%
0.40%
-23.2%
Q2 2016$1,407,000
+27.2%
22,652
+21.2%
0.52%
+24.0%
Q1 2016$1,106,000
-13.6%
18,690
-3.6%
0.42%
-12.6%
Q4 2015$1,280,000
+19.1%
19,389
+9.9%
0.48%
+2.8%
Q3 2015$1,075,000
+43.9%
17,638
+57.6%
0.46%
+57.3%
Q2 2015$747,000
+13.5%
11,190
+3.1%
0.30%
+10.1%
Q1 2015$658,000
-8.2%
10,854
-5.3%
0.27%
-10.1%
Q4 2014$717,000
+3.8%
11,464
-0.1%
0.30%
-9.1%
Q3 2014$691,000
+1.8%
11,471
-2.6%
0.33%
+4.5%
Q2 2014$679,000
-99.9%
11,781
+22.1%
0.31%
+10.2%
Q1 2014$585,973,000
+103246.2%
9,652
-0.4%
0.28%
+10.0%
Q4 2013$567,0009,6910.26%
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