West Branch Capital 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
West Branch Capital LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,241,385
-0.4%
29,247
-0.1%
2.23%
+4.8%
Q2 2023$4,259,429
+12.7%
29,287
+1.0%
2.12%
+0.9%
Q1 2023$3,779,611
-4.5%
29,005
-1.7%
2.11%
-13.9%
Q4 2022$3,958,080
+29.3%
29,516
+0.8%
2.44%
+28.5%
Q3 2022$3,061,000
-7.3%
29,294
-0.1%
1.90%
-0.3%
Q2 2022$3,301,000
-17.6%
29,311
-0.2%
1.91%
-0.3%
Q1 2022$4,005,000
-20.0%
29,381
-7.1%
1.91%
-10.2%
Q4 2021$5,006,000
+0.0%
31,612
+3.4%
2.13%
-11.5%
Q3 2021$5,005,000
+5.1%
30,574
-0.1%
2.41%
+2.9%
Q2 2021$4,760,000
+3.5%
30,602
+1.3%
2.34%
-13.1%
Q1 2021$4,600,000
+16.5%
30,219
-2.7%
2.69%
+15.4%
Q4 2020$3,947,000
+24.2%
31,060
-5.9%
2.33%
+15.0%
Q3 2020$3,178,000
+0.2%
33,010
-2.1%
2.03%
-9.3%
Q2 2020$3,172,000
+10.4%
33,728
+5.7%
2.24%
-18.5%
Q1 2020$2,873,000
-39.0%
31,914
-5.5%
2.74%
-16.3%
Q4 2019$4,710,000
+9.8%
33,789
-7.3%
3.28%
+3.2%
Q3 2019$4,291,000
+3.4%
36,463
-1.7%
3.18%
-7.1%
Q2 2019$4,148,000
+16.4%
37,098
+5.4%
3.42%
+7.3%
Q1 2019$3,564,000
+2.7%
35,212
-0.9%
3.19%
-12.7%
Q4 2018$3,470,000
-17.3%
35,547
-4.4%
3.66%
+17.5%
Q3 2018$4,194,000
+7.4%
37,172
-0.8%
3.11%
+1.0%
Q2 2018$3,906,000
+19.1%
37,489
+25.7%
3.08%
-14.5%
Q1 2018$3,280,00029,8253.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders