Wealthspire Advisors, L.P. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.

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, L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2020$4,513,000
+9.1%
46,875
+6.5%
0.16%
-46.3%
Q2 2020$4,138,000
+0.6%
43,998
-3.7%
0.30%
-17.3%
Q1 2020$4,113,000
-39.5%
45,685
-6.3%
0.36%
-21.5%
Q4 2019$6,796,000
+19.7%
48,751
+1.1%
0.46%
+9.9%
Q3 2019$5,678,000
+12.4%
48,244
+6.8%
0.42%
+9.8%
Q2 2019$5,050,000
+9.0%
45,172
-1.3%
0.38%
+8.3%
Q1 2019$4,633,000
-0.7%
45,768
-4.3%
0.35%
-15.9%
Q4 2018$4,668,000
-13.6%
47,821
-0.2%
0.42%
-6.7%
Q3 2018$5,405,000
+9.7%
47,904
+1.3%
0.44%
-0.2%
Q2 2018$4,926,000
-4.8%
47,273
+0.4%
0.45%
-8.6%
Q1 2018$5,177,000
+1.0%
47,078
-1.8%
0.49%
-2.0%
Q4 2017$5,125,000
+19.8%
47,924
+7.0%
0.50%
+6.9%
Q3 2017$4,277,000
+6.4%
44,782
+1.9%
0.47%
-2.1%
Q2 2017$4,018,000
-2.9%
43,965
-6.7%
0.48%
-19.2%
Q1 2017$4,137,000
+6.7%
47,097
+4.9%
0.59%
+1.6%
Q4 2016$3,876,000
+16.6%
44,913
-10.0%
0.58%
+12.0%
Q3 2016$3,324,000
+17.7%
49,916
+9.9%
0.52%
+10.2%
Q2 2016$2,823,000
+3.7%
45,430
-1.2%
0.47%
-2.1%
Q1 2016$2,723,000
-10.2%
45,984
+0.2%
0.48%
-14.9%
Q4 2015$3,031,00045,9040.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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