Wealth Dimensions Group, 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
Wealth Dimensions Group, Ltd. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$888,569
-4.1%
6,127
-3.8%
0.32%
-4.5%
Q2 2023$926,113
+24.9%
6,368
+11.9%
0.34%
+17.4%
Q1 2023$741,440
-13.5%
5,690
-11.0%
0.29%
-18.0%
Q4 2022$857,168
+32.7%
6,392
+3.4%
0.35%
+9.4%
Q3 2022$646,000
-9.7%
6,179
-2.7%
0.32%
-5.6%
Q2 2022$715,000
-16.7%
6,352
+0.9%
0.34%
-14.6%
Q1 2022$858,000
-17.3%
6,293
-3.9%
0.40%
-21.9%
Q4 2021$1,037,000
+8.4%
6,551
+12.0%
0.51%
-17.0%
Q3 2021$957,000
+26.9%
5,847
+20.7%
0.61%
+19.8%
Q2 2021$754,000
-3.1%
4,846
-5.2%
0.51%
-15.4%
Q1 2021$778,000
+28.6%
5,113
+7.5%
0.60%
+15.7%
Q4 2020$605,0004,7580.52%
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