Westbourne Investment Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Westbourne Investment Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,246
-2.4%
8,595
-2.1%
0.57%
+0.2%
Q2 2023$1,277
+16.2%
8,778
+4.1%
0.57%
+7.7%
Q1 2023$1,099
-2.8%
8,4350.0%0.53%
-7.0%
Q4 2022$1,131
-99.9%
8,435
-18.6%
0.57%
-0.5%
Q3 2022$1,083,000
-9.9%
10,360
-3.0%
0.57%
-23.1%
Q2 2022$1,202,000
-17.4%
10,6750.0%0.75%
+23.9%
Q1 2022$1,455,000
-15.6%
10,675
-2.0%
0.60%
-11.1%
Q4 2021$1,724,000
+1.4%
10,890
+4.8%
0.68%
-12.6%
Q3 2021$1,701,000
+6.6%
10,390
+1.3%
0.78%
+7.2%
Q2 2021$1,596,000
+1.5%
10,260
-0.7%
0.72%
-7.5%
Q1 2021$1,573,000
+12.2%
10,335
-6.3%
0.78%
-4.6%
Q4 2020$1,402,000
+42.5%
11,030
+0.9%
0.82%
-9.7%
Q1 2020$984,000
-36.9%
10,930
-2.3%
0.91%
-14.5%
Q4 2019$1,559,000
+28.8%
11,185
+8.8%
1.06%
+17.5%
Q3 2019$1,210,000
+5.2%
10,2850.0%0.90%
-3.0%
Q2 2019$1,150,000
+15.2%
10,285
+4.3%
0.93%
+22.0%
Q1 2019$998,000
+3.3%
9,860
-0.4%
0.76%
-8.2%
Q4 2018$966,000
+4.4%
9,900
+20.7%
0.83%
+24.0%
Q3 2018$925,000
-14.8%
8,200
-21.4%
0.67%
+43.4%
Q2 2018$1,086,000
+88.9%
10,430
+99.4%
0.47%
+1.7%
Q1 2018$575,000
+2.9%
5,2310.0%0.46%
+8.5%
Q4 2017$559,000
+10.3%
5,231
-1.4%
0.42%
+7.1%
Q3 2017$507,000
+4.5%
5,3060.0%0.40%
+0.3%
Q2 2017$485,000
+3.6%
5,306
-0.5%
0.40%
+2.6%
Q1 2017$468,000
-0.2%
5,331
-1.8%
0.38%
-6.1%
Q4 2016$469,000
+22.8%
5,431
-5.2%
0.41%
+21.3%
Q3 2016$382,000
+12.0%
5,731
+4.6%
0.34%
+9.7%
Q2 2016$341,000
+13.3%
5,481
+7.9%
0.31%
+6.9%
Q1 2016$301,000
-10.1%
5,0810.0%0.29%
-10.8%
Q4 2015$335,000
+8.1%
5,0810.0%0.32%
+3.9%
Q3 2015$310,000
-9.9%
5,0810.0%0.31%
-0.6%
Q2 2015$344,0005,0810.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders