Whitegate Investment Counselors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Whitegate Investment Counselors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$6,313,000
+4.7%
38,568
-0.5%
0.90%
+4.9%
Q2 2021$6,030,000
+1.0%
38,768
-1.2%
0.85%
-6.2%
Q1 2021$5,971,000
+19.8%
39,2230.0%0.91%
+12.8%
Q4 2020$4,984,000
+38.7%
39,223
+5.1%
0.81%
+23.2%
Q3 2020$3,594,000
+8.8%
37,333
+6.3%
0.66%
-0.8%
Q2 2020$3,303,000
+6.3%
35,113
+1.8%
0.66%
-12.5%
Q1 2020$3,107,000
-35.0%
34,508
+0.7%
0.75%
-13.0%
Q4 2019$4,779,000
+17.6%
34,283
-0.7%
0.87%
+8.8%
Q3 2019$4,063,000
+6.0%
34,524
+0.7%
0.80%
+3.5%
Q2 2019$3,832,000
+12.6%
34,278
+1.9%
0.77%
+9.2%
Q1 2019$3,404,000
+6.5%
33,631
+2.8%
0.70%
-4.6%
Q4 2018$3,195,000
-8.5%
32,730
+5.8%
0.74%
+3.8%
Q3 2018$3,491,000
+4.3%
30,940
-3.7%
0.71%
+4.1%
Q2 2018$3,346,000
-5.9%
32,115
-0.7%
0.68%
-9.8%
Q1 2018$3,556,000
+4.7%
32,340
+1.9%
0.76%
+6.9%
Q4 2017$3,395,000
+14.6%
31,745
+2.3%
0.71%
+8.4%
Q3 2017$2,963,000
+16.5%
31,020
+11.5%
0.65%
+13.7%
Q2 2017$2,544,000
+6.6%
27,829
+2.4%
0.58%
+0.3%
Q1 2017$2,387,000
+2.9%
27,179
+1.2%
0.57%
-7.6%
Q4 2016$2,319,000
+23.4%
26,869
-4.8%
0.62%
+21.3%
Q3 2016$1,879,000
+7.6%
28,219
+0.4%
0.51%
+5.4%
Q2 2016$1,747,000
+7.6%
28,119
+2.6%
0.48%
+9.0%
Q1 2014$1,624,00027,4190.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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