Tradewinds Capital Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Tradewinds Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$155,462
-0.0%
1,072
+0.3%
0.05%
+10.4%
Q2 2023$155,476
+11.6%
1,0690.0%0.05%
+9.1%
Q1 2023$139,302
-13.9%
1,069
-11.4%
0.04%
-41.3%
Q4 2022$161,859
+44.5%
1,207
+13.0%
0.08%
+63.0%
Q3 2022$112,000
-5.9%
1,068
+0.9%
0.05%
+4.5%
Q2 2022$119,000
-50.6%
1,058
-40.1%
0.04%
+12.8%
Q1 2022$241,000
-18.0%
1,765
-4.9%
0.04%
-13.3%
Q4 2021$294,0000.0%1,855
+3.3%
0.04%
-10.0%
Q3 2021$294,000
+5.4%
1,7950.0%0.05%
-2.0%
Q2 2021$279,000
+1.1%
1,795
-1.1%
0.05%
-7.3%
Q1 2021$276,000
+21.1%
1,815
+1.1%
0.06%
+12.2%
Q4 2020$228,000
+31.8%
1,7950.0%0.05%
+19.5%
Q3 2020$173,000
-8.0%
1,795
-10.0%
0.04%
-14.6%
Q2 2020$188,000
+3.9%
1,995
-0.6%
0.05%
-15.8%
Q1 2020$181,000
-49.6%
2,007
-22.1%
0.06%
-49.6%
Q4 2019$359,000
+16.2%
2,577
-1.9%
0.11%
-7.4%
Q3 2019$309,000
+14.0%
2,627
+8.2%
0.12%
+9.9%
Q2 2019$271,000
+10.2%
2,428
+0.0%
0.11%
+23.3%
Q1 2019$246,000
+2.1%
2,427
-1.9%
0.09%
-24.4%
Q4 2018$241,000
-2.4%
2,473
+13.1%
0.12%
+25.3%
Q3 2018$247,000
+8.3%
2,1870.0%0.10%
-1.0%
Q2 2018$228,000
-18.3%
2,187
-13.8%
0.10%
-23.2%
Q1 2018$279,000
+3.0%
2,5360.0%0.12%
-5.3%
Q4 2017$271,000
+12.0%
2,536
+0.0%
0.13%
+6.5%
Q3 2017$242,000
+4.3%
2,535
+0.0%
0.12%
+1.6%
Q2 2017$232,000
-2.9%
2,534
-6.8%
0.12%
-19.2%
Q1 2017$239,000
+38.2%
2,719
+35.8%
0.15%
+32.5%
Q4 2016$173,000
+19.3%
2,002
-7.9%
0.11%
+11.8%
Q3 2016$145,000
+39.4%
2,173
+30.0%
0.10%
+36.0%
Q2 2016$104,000
+1.0%
1,672
-3.6%
0.08%
+7.1%
Q1 2016$103,000
-12.7%
1,734
-3.3%
0.07%
-17.6%
Q4 2015$118,0000.0%1,793
-7.1%
0.08%
-7.6%
Q3 2015$118,000
-10.6%
1,929
-0.7%
0.09%
-1.1%
Q2 2015$132,000
+140.0%
1,943
+115.6%
0.09%
+126.8%
Q1 2015$55,000
-26.7%
901
-24.8%
0.04%
-24.1%
Q4 2014$75,000
-23.5%
1,198
-26.7%
0.05%
-27.0%
Q3 2014$98,000
+4.3%
1,6340.0%0.07%
+2.8%
Q2 2014$94,000
-23.0%
1,634
-18.6%
0.07%
-28.0%
Q1 2014$122,000
+0.8%
2,008
-3.1%
0.10%
+1.0%
Q4 2013$121,0002,0720.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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