Westwood Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 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
Westwood Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$563,699
+1.0%
2,7870.0%0.21%
-23.1%
Q1 2024$558,236
+13.7%
2,787
-3.5%
0.27%
-28.0%
Q4 2023$491,079
-11.2%
2,887
-24.3%
0.38%
+3.6%
Q3 2023$552,816
-49.7%
3,812
-49.6%
0.37%
-52.8%
Q2 2023$1,099,817
+12.7%
7,562
+1.0%
0.78%
-10.8%
Q1 2023$975,631
-18.1%
7,487
-15.8%
0.87%
-39.3%
Q4 2022$1,191,747
+22.4%
8,887
-4.7%
1.43%
+63.5%
Q3 2022$974,000
-8.1%
9,322
-1.0%
0.88%
-28.4%
Q2 2022$1,060,000
-17.9%
9,412
-0.6%
1.22%
+144.1%
Q1 2022$1,291,000
-47.4%
9,472
-38.9%
0.50%
-52.1%
Q4 2021$2,453,00015,4921.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
FreeGulliver LLC 212,335$42,946,87729.36%
Guidance Point Advisors, LLC 401,743$81,256,47725.37%
Global Frontier Investments LLC 379,000$76,65622.88%
Courant Investment Management LLC 114,592$23,177,37821.75%
Disciplina Capital Management LLC 972,392$115,500,72219.13%
TAM Capital Management Inc. 118,476$23,962,95514.38%
SEARLE & CO. 280,942$56,823,31013.32%
Unisphere Establishment 5,386,000$1,089,372,36010.97%
CINCINNATI CASUALTY CO 93,000$18,810,18010.30%
Paralel Advisors LLC 1,028,000$207,923,2809.95%
View complete list of JPMORGAN CHASE & CO shareholders