NICOLA WEALTH MANAGEMENT LTD. - 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
NICOLA WEALTH MANAGEMENT LTD. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$14,509,620
+31.6%
108,200
+2.6%
1.47%
+21.6%
Q3 2022$11,025,000
-5.9%
105,500
+1.4%
1.21%
+8.2%
Q2 2022$11,711,000
-11.0%
104,000
+7.8%
1.12%
-3.5%
Q1 2022$13,155,000
-4.2%
96,500
+11.3%
1.16%
-10.2%
Q4 2021$13,729,000
+6.8%
86,700
+10.4%
1.29%
-2.4%
Q3 2021$12,850,000
-2.2%
78,500
-7.1%
1.32%
-1.9%
Q2 2021$13,143,000
+15.9%
84,500
+13.4%
1.35%
+6.2%
Q1 2021$11,341,000
-16.2%
74,500
-30.0%
1.27%
-24.7%
Q4 2020$13,533,000
+66.4%
106,500
+26.0%
1.68%
+45.2%
Q3 2020$8,135,000
+24.4%
84,500
+21.6%
1.16%
+28.1%
Q2 2020$6,537,000
+27.4%
69,500
+21.9%
0.90%
+17.2%
Q1 2020$5,132,000
-59.1%
57,000
-36.7%
0.77%
-59.1%
Q4 2019$12,546,000
+28.4%
90,000
+8.4%
1.89%
+23.3%
Q3 2019$9,768,000
+7.9%
83,000
+2.5%
1.53%
+1.9%
Q2 2019$9,056,000
-0.6%
81,000
-10.0%
1.50%
+10.4%
Q1 2019$9,111,000
-17.4%
90,000
-20.4%
1.36%
-25.1%
Q4 2018$11,031,000
+41.7%
113,000
+63.8%
1.82%
+35.9%
Q3 2018$7,786,000
+8.3%
69,0000.0%1.34%
-4.2%
Q2 2018$7,190,000
-14.0%
69,000
-9.2%
1.40%
-17.0%
Q1 2018$8,358,00076,0001.68%
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