Signature Wealth Management Partners, 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
Signature Wealth Management Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,937,898
+2.4%
20,259
+2.7%
2.87%
+8.1%
Q2 2023$2,868,402
+14.3%
19,723
+2.4%
2.66%
+14.1%
Q1 2023$2,509,632
-12.5%
19,259
-10.0%
2.33%
-17.6%
Q4 2022$2,869,173
+28.5%
21,395
+0.1%
2.83%
+14.9%
Q3 2022$2,233,000
-7.2%
21,365
+0.1%
2.46%
-0.2%
Q2 2022$2,405,000
-14.5%
21,353
+3.4%
2.46%
+2.7%
Q1 2022$2,814,000
-8.9%
20,646
+5.8%
2.40%
-8.4%
Q4 2021$3,089,000
-3.3%
19,508
+0.0%
2.62%
-9.5%
Q3 2021$3,193,000
+6.4%
19,506
+1.1%
2.89%
+6.2%
Q2 2021$3,002,000
-9.4%
19,303
-11.3%
2.73%
-14.2%
Q1 2021$3,313,000
+67.2%
21,762
+39.5%
3.18%
+60.4%
Q4 2020$1,982,00015,5971.98%
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