Wealth Architects, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Wealth Architects, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,613,733
+1.3%
11,128
+1.6%
0.27%
+4.2%
Q2 2023$1,592,955
+11.9%
10,953
+0.3%
0.26%
+4.4%
Q1 2023$1,422,941
-3.2%
10,920
-0.4%
0.25%
-9.4%
Q4 2022$1,470,093
+25.8%
10,963
-2.0%
0.28%
+13.5%
Q3 2022$1,169,000
-6.3%
11,184
+1.0%
0.24%
+0.4%
Q2 2022$1,247,000
-16.4%
11,077
+1.2%
0.24%
-3.9%
Q1 2022$1,492,000
-13.9%
10,944
+0.0%
0.25%
-16.4%
Q4 2021$1,732,000
-0.3%
10,939
+3.1%
0.30%
-9.8%
Q3 2021$1,737,000
+9.3%
10,611
+3.9%
0.34%
+8.4%
Q2 2021$1,589,000
+34.5%
10,214
+31.7%
0.31%
+21.5%
Q1 2021$1,181,000
+21.0%
7,755
+1.0%
0.26%
+12.8%
Q4 2020$976,000
+29.8%
7,678
-1.7%
0.23%
+11.3%
Q3 2020$752,000
+2.7%
7,814
+0.4%
0.20%
-0.5%
Q2 2020$732,000
+11.6%
7,780
+6.8%
0.20%
-10.1%
Q1 2020$656,000
-36.9%
7,286
-2.3%
0.23%
-21.4%
Q4 2019$1,040,000
+14.5%
7,459
-3.3%
0.29%
+5.1%
Q3 2019$908,000
+3.5%
7,717
-1.6%
0.28%
+4.5%
Q2 2019$877,000
+14.9%
7,842
+4.1%
0.26%
+10.9%
Q1 2019$763,000
+4.2%
7,536
+0.5%
0.24%
-9.5%
Q4 2018$732,000
-13.7%
7,498
-0.2%
0.26%
+0.4%
Q3 2018$848,000
+12.8%
7,515
+4.2%
0.26%
+7.8%
Q2 2018$752,000
-7.0%
7,213
-2.0%
0.24%
-9.3%
Q1 2018$809,000
-10.9%
7,360
-13.3%
0.27%
-10.1%
Q4 2017$908,000
+9.7%
8,491
-2.0%
0.30%
+3.5%
Q3 2017$828,000
+7.0%
8,668
+2.2%
0.29%0.0%
Q2 2017$774,000
+3.8%
8,478
-0.2%
0.29%
-2.7%
Q1 2017$746,000
-8.9%
8,494
-10.5%
0.30%
-18.9%
Q4 2016$819,000
+51.4%
9,491
+16.8%
0.36%
+46.0%
Q3 2016$541,0000.0%8,129
-6.8%
0.25%
-4.6%
Q2 2016$541,000
+4.8%
8,7200.0%0.26%
+1.6%
Q1 2016$516,000
-8.5%
8,720
+2.1%
0.26%
-7.5%
Q4 2015$564,000
+8.3%
8,5420.0%0.28%
-0.4%
Q3 2015$521,000
-5.6%
8,542
+4.8%
0.28%
-5.7%
Q2 2015$552,000
+66.3%
8,148
+48.5%
0.30%
+55.5%
Q1 2015$332,000
-7.3%
5,488
-4.2%
0.19%
-9.0%
Q4 2014$358,0005,7260.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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