Winthrop Advisory Group 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
Winthrop Advisory Group LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,625,568
+0.2%
11,209
+0.4%
0.27%
+2.7%
Q2 2023$1,623,101
+17.8%
11,159
+5.5%
0.26%
+7.0%
Q1 2023$1,377,722
-2.1%
10,573
+0.7%
0.24%
-9.0%
Q4 2022$1,407,677
+31.9%
10,497
+2.8%
0.27%
+17.1%
Q3 2022$1,067,000
-7.6%
10,213
-0.4%
0.23%
-15.9%
Q2 2022$1,155,000
-21.4%
10,258
-4.8%
0.27%
-11.4%
Q1 2022$1,470,000
-11.1%
10,780
+3.2%
0.31%
-7.8%
Q4 2021$1,654,000
-1.3%
10,443
+2.0%
0.33%
-11.0%
Q3 2021$1,676,000
+7.9%
10,242
+2.6%
0.37%
+6.9%
Q2 2021$1,553,000
-1.5%
9,981
-3.7%
0.35%
-10.3%
Q1 2021$1,577,000
+24.8%
10,362
+4.2%
0.39%
+17.5%
Q4 2020$1,264,000
+44.5%
9,946
+10.1%
0.33%
+23.5%
Q3 2020$875,000
+17.0%
9,031
+12.6%
0.27%
+1.5%
Q2 2020$748,000
-1.3%
8,019
-4.7%
0.26%
-12.9%
Q1 2020$758,000
-34.2%
8,417
+1.9%
0.30%
-27.0%
Q4 2019$1,152,000
+16.7%
8,263
-1.5%
0.42%
+6.1%
Q3 2019$987,000
+11.7%
8,385
+6.0%
0.39%
+5.7%
Q2 2019$884,000
+14.5%
7,908
+4.9%
0.37%
+8.8%
Q1 2019$772,000
+9.2%
7,538
+4.1%
0.34%
-5.3%
Q4 2018$707,000
-10.6%
7,238
+3.3%
0.36%
-19.3%
Q3 2018$791,000
+21.7%
7,006
+12.3%
0.44%
+4.5%
Q2 2018$650,000
+15.0%
6,241
+21.7%
0.43%
+7.3%
Q1 2018$565,000
-4.9%
5,130
-4.9%
0.40%
-5.9%
Q4 2017$594,0005,3940.42%
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