Wealthspire Advisors, 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
Wealthspire Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,148,637
+35.6%
49,294
+36.0%
0.12%
+37.2%
Q2 2023$5,271,448
+21.7%
36,245
+9.0%
0.09%
+16.2%
Q1 2023$4,332,693
-20.5%
33,249
-18.2%
0.07%
-25.3%
Q4 2022$5,451,321
+52.8%
40,651
+19.1%
0.10%
+32.0%
Q3 2022$3,568,000
-6.6%
34,141
+0.6%
0.08%
-6.2%
Q2 2022$3,821,000
+5.2%
33,928
+27.3%
0.08%
-2.4%
Q1 2022$3,633,000
-33.9%
26,652
-23.2%
0.08%
-32.8%
Q4 2021$5,495,000
-17.9%
34,702
-15.1%
0.12%
-12.2%
Q3 2021$6,694,000
+66.9%
40,896
+58.6%
0.14%
+32.4%
Q2 2021$4,011,000
-54.9%
25,786
-55.8%
0.10%
-50.2%
Q1 2021$8,887,000
+37.8%
58,379
+15.0%
0.21%
+9.9%
Q4 2020$6,451,000
+142.6%
50,768
+83.8%
0.19%
+21.5%
Q3 2020$2,659,000
+23.2%
27,618
+20.3%
0.16%
+5.3%
Q2 2020$2,159,000
-61.8%
22,957
-63.4%
0.15%
-36.7%
Q1 2020$5,649,000
+221.5%
62,749
+397.8%
0.24%
+85.2%
Q4 2019$1,757,000
+73.3%
12,606
+46.3%
0.13%
+54.2%
Q3 2019$1,014,000
+156.1%
8,614
+143.3%
0.08%
+144.1%
Q2 2019$396,000
-7.3%
3,541
-19.0%
0.03%
-17.1%
Q4 2018$427,0004,3690.04%
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