SVB 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
SVB WEALTH LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$48,375,393
-6.7%
333,578
-6.4%
1.06%
+13.3%
Q2 2023$51,857,973
-15.1%
356,560
-24.0%
0.94%
+9.7%
Q1 2023$61,112,721
-9.9%
468,980
-7.3%
0.85%
-6.8%
Q4 2022$67,864,500
+26.1%
506,074
-1.7%
0.92%
+16.5%
Q3 2022$53,812,000
-4.2%
514,942
+3.3%
0.79%
-9.0%
Q2 2022$56,144,000
-15.9%
498,577
+1.8%
0.86%
-3.4%
Q1 2022$66,762,000
-13.9%
489,741
-0.0%
0.89%
-29.7%
Q4 2021$77,569,000
-4.2%
489,855
-1.0%
1.27%
+22.2%
Q3 2021$81,003,000
-3.7%
494,856
-8.5%
1.04%
-2.4%
Q2 2021$84,157,000
+2.5%
541,060
+0.3%
1.07%
-6.7%
Q1 2021$82,099,000
+20.5%
539,303
+0.6%
1.14%
+14.4%
Q4 2020$68,125,000
+31.9%
536,114
-0.0%
1.00%
+17.4%
Q3 2020$51,634,000
+4.8%
536,345
+2.4%
0.85%
-7.0%
Q2 2020$49,270,000
+6.0%
523,817
+1.5%
0.92%
-18.8%
Q1 2020$46,468,000
-36.1%
516,138
-1.0%
1.13%
-14.7%
Q4 2019$72,696,000
+16.3%
521,493
-1.8%
1.32%
+6.4%
Q3 2019$62,504,000
+1.6%
531,087
-3.4%
1.24%
-39.8%
Q2 2019$61,492,000
+4.4%
550,020
-5.5%
2.06%
-11.2%
Q1 2019$58,897,000
-1.6%
581,812
-5.1%
2.33%
-8.9%
Q4 2018$59,848,000
-16.4%
613,072
-3.4%
2.55%
+0.8%
Q3 2018$71,626,000
+7.2%
634,764
-1.1%
2.53%
-1.2%
Q2 2018$66,846,000
-12.0%
641,514
-7.1%
2.56%
-12.0%
Q1 2018$75,974,000
-0.5%
690,862
-3.3%
2.91%
+1.4%
Q4 2017$76,368,000
+11.6%
714,119
-0.3%
2.87%
+9.2%
Q3 2017$68,428,000
+5.1%
716,446
+0.6%
2.63%
+3.1%
Q2 2017$65,102,000
+3.3%
712,276
-0.7%
2.55%
+1.8%
Q1 2017$63,012,000
-4.9%
717,348
-6.6%
2.51%
-8.5%
Q4 2016$66,280,000
+18.2%
768,106
-8.8%
2.74%
+20.3%
Q3 2016$56,067,000
+8.3%
841,975
+1.1%
2.28%
+8.0%
Q2 2016$51,754,000
+1.8%
832,865
-3.0%
2.11%
+2.0%
Q1 2016$50,852,000
-12.6%
858,709
-2.6%
2.07%
-9.8%
Q4 2015$58,200,000
+3.7%
881,411
-4.3%
2.30%
+5.5%
Q3 2015$56,150,000
-11.5%
920,940
-1.7%
2.18%
+3.6%
Q2 2015$63,477,000
+15.3%
936,786
+3.1%
2.10%
+18.2%
Q1 2015$55,046,000
-2.4%
908,659
+0.8%
1.78%
-2.5%
Q4 2014$56,385,000901,0011.82%
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