Willow Creek Wealth Management Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Willow Creek Wealth Management Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$327,900
-23.9%
2,261
-23.7%
0.05%
-19.7%
Q2 2023$431,094
+28.8%
2,964
+15.4%
0.06%
+17.3%
Q1 2023$334,776
+98946.2%
2,569
+1.8%
0.05%
-7.1%
Q4 2022$338
-99.9%
2,524
-20.8%
0.06%
-13.8%
Q3 2022$333,000
+15.6%
3,186
+24.5%
0.06%
+22.6%
Q2 2022$288,000
+13.8%
2,559
+37.7%
0.05%
+3.9%
Q1 2022$253,000
-14.8%
1,859
-0.7%
0.05%
-16.4%
Q4 2021$297,000
-2.3%
1,873
+0.8%
0.06%
-9.0%
Q3 2021$304,000
-1.6%
1,859
-6.5%
0.07%
-9.5%
Q2 2021$309,000
+9.6%
1,988
+7.3%
0.07%
-28.8%
Q1 2021$282,000
+20.0%
1,8530.0%0.10%
+18.2%
Q4 2020$235,000
+11.9%
1,853
-16.8%
0.09%
-6.4%
Q2 2020$210,000
-1.9%
2,228
-6.1%
0.09%
-13.0%
Q1 2020$214,000
-34.2%
2,373
+1.7%
0.11%
-27.0%
Q4 2019$325,000
+15.7%
2,334
-2.1%
0.15%
+13.8%
Q3 2019$281,000
+5.6%
2,384
+0.3%
0.13%
+2.4%
Q2 2019$266,000
+13.7%
2,377
+3.0%
0.13%
+7.6%
Q1 2019$234,000
+1.7%
2,308
-2.2%
0.12%
-3.3%
Q4 2018$230,000
-15.1%
2,359
-1.7%
0.12%
-19.2%
Q3 2018$271,000
+1.1%
2,401
-6.7%
0.15%0.0%
Q2 2018$268,000
-22.5%
2,573
-18.1%
0.15%
-18.4%
Q1 2018$346,0003,1430.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders