One Wealth 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
One Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$808,542
-1.8%
5,575
-1.5%
0.18%
+4.0%
Q2 2023$823,516
+8.7%
5,662
-2.6%
0.17%
-1.1%
Q1 2023$757,763
-8.1%
5,815
-5.4%
0.18%
-6.9%
Q4 2022$824,436
+3.7%
6,148
-19.2%
0.19%
-27.7%
Q3 2022$795,000
+195.5%
7,606
+218.0%
0.26%
+261.1%
Q2 2022$269,000
-18.7%
2,392
-1.6%
0.07%
-11.1%
Q1 2022$331,000
-5.2%
2,430
+10.1%
0.08%
-9.0%
Q4 2021$349,000
-4.1%
2,207
-0.7%
0.09%
-16.8%
Q3 2021$364,000
-4.0%
2,223
-8.7%
0.11%
-10.8%
Q2 2021$379,000
+17.0%
2,436
+14.6%
0.12%
-3.2%
Q1 2021$324,000
+36.1%
2,125
+13.2%
0.12%
-3.9%
Q4 2020$238,000
-12.8%
1,877
-4.2%
0.13%
-36.1%
Q4 2019$273,000
+241.2%
1,959
+148.0%
0.20%
+210.8%
Q1 2019$80,000
-89.1%
790
-87.9%
0.06%
-88.5%
Q3 2018$736,000
+5.6%
6,519
-2.6%
0.56%
+1.1%
Q2 2018$697,000
+2.5%
6,693
+5.2%
0.56%
+0.7%
Q4 2017$680,0006,3620.55%
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