YorkBridge Wealth Partners, 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
YorkBridge Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$3,760,191
+46.7%
28,040
+14.3%
0.95%
+44.3%
Q3 2022$2,563,000
-15.6%
24,528
-9.0%
0.66%
-16.6%
Q2 2022$3,035,000
-15.3%
26,951
+2.5%
0.79%
+0.8%
Q1 2022$3,585,000
-37.5%
26,300
-27.4%
0.79%
-38.8%
Q4 2021$5,733,000
-4.6%
36,202
-1.4%
1.28%
-15.1%
Q3 2021$6,011,000
+10.2%
36,724
+4.7%
1.51%
+6.2%
Q2 2021$5,454,000
+7.4%
35,066
+5.1%
1.42%
-5.1%
Q1 2021$5,077,000
+28.9%
33,350
+7.6%
1.50%
+13.7%
Q4 2020$3,939,000
+87.0%
30,996
+41.7%
1.32%
+49.0%
Q3 2020$2,106,000
+49.3%
21,871
+45.8%
0.88%
+37.2%
Q2 2020$1,411,000
+2.2%
15,005
-2.1%
0.64%
-24.0%
Q1 2020$1,380,000
-37.8%
15,331
-3.7%
0.85%
-16.6%
Q4 2019$2,220,000
+10.5%
15,925
-6.7%
1.02%
+0.6%
Q3 2019$2,009,000
-8.2%
17,073
-12.8%
1.01%
+4.0%
Q2 2019$2,189,000
+6.5%
19,583
-3.6%
0.97%
+2.6%
Q1 2019$2,056,000
+3.4%
20,309
-0.3%
0.95%
-10.0%
Q4 2018$1,989,000
-14.9%
20,376
-1.0%
1.05%
-1.5%
Q3 2018$2,336,000
+4.9%
20,583
-3.6%
1.07%
+9.5%
Q2 2018$2,226,000
-9.8%
21,361
-1.9%
0.98%
-14.1%
Q1 2018$2,468,000
-0.6%
21,775
-4.6%
1.14%
-5.2%
Q4 2017$2,482,000
+9.3%
22,815
-4.1%
1.20%
+1.7%
Q3 2017$2,271,000
+2.4%
23,779
-0.5%
1.18%0.0%
Q2 2017$2,218,000
+5.7%
23,909
-1.4%
1.18%
+7.3%
Q1 2017$2,098,000
+25.6%
24,249
+14.5%
1.10%
+11.4%
Q4 2016$1,670,00021,1810.99%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders