Vontobel Swiss Wealth Advisors AG - 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
Vontobel Swiss Wealth Advisors AG ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$1,658,000
+12.0%
10,660
+9.6%
0.85%
+3.1%
Q1 2021$1,481,000
-10.4%
9,726
-25.2%
0.83%
-12.1%
Q4 2020$1,652,000
+34.2%
13,002
+1.6%
0.94%
+9.3%
Q3 2020$1,231,000
-0.1%
12,792
-2.4%
0.86%
+6.3%
Q2 2020$1,232,000
+6.7%
13,102
+2.1%
0.81%
-8.1%
Q1 2020$1,155,000
-41.8%
12,832
-9.9%
0.88%
-32.3%
Q4 2019$1,986,000
+12.0%
14,249
-5.5%
1.30%
+13.6%
Q3 2019$1,774,000
+5.7%
15,074
+0.4%
1.14%
+27.0%
Q2 2019$1,678,000
+455.6%
15,008
+385.1%
0.90%
+301.8%
Q4 2018$302,000
-5.6%
3,094
+8.9%
0.22%
+19.8%
Q3 2018$320,000
-5.6%
2,840
-12.6%
0.19%
-2.6%
Q2 2018$339,000
-5.0%
3,2500.0%0.19%
+2.1%
Q1 2018$357,000
-16.0%
3,250
-18.3%
0.19%
-24.8%
Q4 2017$425,000
+29.6%
3,977
+15.9%
0.25%
+25.0%
Q3 2017$328,0003,4320.20%
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