Robertson Stephens Wealth Management, 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
Robertson Stephens Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,251,206
+5.5%
36,211
+5.8%
0.35%
+0.6%
Q2 2023$4,975,783
+33.3%
34,212
+19.4%
0.35%
+22.6%
Q1 2023$3,732,879
-0.8%
28,646
+2.1%
0.29%
-21.8%
Q4 2022$3,763,603
+29.7%
28,065
+1.1%
0.37%
+21.1%
Q3 2022$2,901,000
-3.7%
27,762
+3.8%
0.30%
+6.7%
Q2 2022$3,012,000
-34.8%
26,752
-21.1%
0.28%
-26.8%
Q1 2022$4,619,000
-9.4%
33,885
+5.3%
0.39%
-9.6%
Q4 2021$5,097,000
+58.3%
32,189
+63.6%
0.43%
+17.9%
Q3 2021$3,220,000
+1.5%
19,671
-3.6%
0.36%
-4.5%
Q2 2021$3,173,000
-13.9%
20,402
-15.7%
0.38%
-35.4%
Q1 2021$3,686,000
+101.5%
24,214
+68.2%
0.59%
+54.5%
Q4 2020$1,829,000
+17.2%
14,398
-11.2%
0.38%
-0.3%
Q3 2020$1,560,000
+74.9%
16,211
+70.8%
0.38%
+49.0%
Q2 2020$892,000
-2.5%
9,493
-6.6%
0.26%
-17.6%
Q1 2020$915,000
+106.1%
10,162
+218.7%
0.31%
+39.3%
Q4 2019$444,000
-42.6%
3,189
-51.5%
0.22%
-42.7%
Q3 2019$773,0006,5720.39%
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