Wunderlich Capital Managemnt - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Wunderlich Capital Managemnt ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,318,638
+98786.7%
22,884
-0.8%
1.64%
-0.6%
Q2 2023$3,356
+11.4%
23,076
-0.2%
1.65%
+5.1%
Q1 2023$3,013
-1.8%
23,120
+1.1%
1.57%
-8.3%
Q4 2022$3,068
-99.9%
22,877
+0.5%
1.71%
+12.3%
Q3 2022$2,379,000
-4.7%
22,762
+2.7%
1.52%
+4.6%
Q2 2022$2,496,000
-16.4%
22,168
+1.3%
1.46%
+3.3%
Q1 2022$2,984,000
-15.4%
21,893
-1.7%
1.41%
-10.4%
Q4 2021$3,526,000
-4.2%
22,265
-1.0%
1.57%
-11.4%
Q3 2021$3,681,000
+8.2%
22,486
+2.8%
1.77%
+3.0%
Q2 2021$3,401,000
+2.2%
21,866
+0.1%
1.72%
-5.3%
Q1 2021$3,327,000
+14.3%
21,852
-4.6%
1.82%
+12.9%
Q4 2020$2,910,000
+31.9%
22,903
-0.1%
1.61%
+18.1%
Q3 2020$2,207,000
+3.6%
22,924
+1.2%
1.36%
-8.8%
Q2 2020$2,131,000
+5.2%
22,658
+0.7%
1.50%
-10.4%
Q1 2020$2,026,000
-36.3%
22,503
-1.5%
1.67%
-16.8%
Q4 2019$3,183,000
+18.5%
22,837
+0.0%
2.00%
+8.6%
Q3 2019$2,687,000
+6.0%
22,831
+0.7%
1.85%
+9.7%
Q2 2019$2,536,000
+11.4%
22,682
+0.8%
1.68%
+6.0%
Q1 2019$2,277,000
+4.9%
22,494
+1.2%
1.59%
-4.8%
Q4 2018$2,170,000
-13.8%
22,228
-0.3%
1.67%
-6.6%
Q3 2018$2,516,000
-1.8%
22,296
-4.2%
1.78%
+0.3%
Q2 2018$2,562,0000.0%23,281
-0.1%
1.78%
+1.1%
Q1 2018$2,562,000
+0.8%
23,299
-2.0%
1.76%
-0.1%
Q4 2017$2,542,000
+12.9%
23,766
+0.8%
1.76%
+4.9%
Q3 2017$2,251,000
+3.3%
23,573
-1.1%
1.68%
+3.1%
Q2 2017$2,180,000
+3.1%
23,847
-0.9%
1.63%
-1.2%
Q1 2017$2,114,000
+2.2%
24,063
+0.4%
1.65%
-2.1%
Q4 2016$2,069,000
+26.5%
23,977
-2.4%
1.68%
+29.1%
Q3 2016$1,635,000
+9.4%
24,555
+2.2%
1.30%
+3.2%
Q2 2016$1,494,000
+6.1%
24,035
+1.1%
1.26%
+4.6%
Q1 2016$1,408,000
-8.5%
23,781
+2.1%
1.21%
-8.6%
Q4 2015$1,538,000
+11.4%
23,290
+2.9%
1.32%
+3.5%
Q3 2015$1,380,000
-9.6%
22,640
+0.4%
1.28%
-13.7%
Q2 2015$1,527,000
+14.0%
22,547
+1.3%
1.48%
+22.2%
Q1 2015$1,340,000
-3.6%
22,261
+0.5%
1.21%
+2.8%
Q4 2014$1,390,000
+8.6%
22,149
+3.6%
1.18%
+2.3%
Q3 2014$1,280,000
+4.1%
21,374
+0.3%
1.15%
+2.3%
Q2 2014$1,230,000
-5.4%
21,303
-0.7%
1.12%
-8.3%
Q1 2014$1,300,000
+3.2%
21,461
-0.6%
1.23%
+1.6%
Q4 2013$1,260,00021,5831.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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