BARTLETT & CO. WEALTH MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,195 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$159,945,417
+0.1%
790,793
-0.8%
2.43%
-1.3%
Q1 2024$159,752,972
+14.2%
797,570
-2.9%
2.46%
+8.3%
Q4 2023$139,835,559
+17.8%
821,117
+0.3%
2.27%
+6.5%
Q3 2023$118,726,321
+0.3%
818,690
+0.6%
2.13%
+4.1%
Q2 2023$118,337,370
+23.4%
813,651
+10.5%
2.05%
+10.5%
Q1 2023$95,920,627
-1.4%
736,311
+1.5%
1.85%
-5.3%
Q4 2022$97,241,889
+29.3%
725,145
+0.7%
1.96%
+21.0%
Q3 2022$75,233,815
-7.3%
719,914
-0.1%
1.62%
-1.6%
Q2 2022$81,169,009
-17.1%
720,797
+0.4%
1.64%
-3.9%
Q1 2022$97,872,943
-9.0%
717,965
+5.7%
1.71%
-6.2%
Q4 2021$107,608,873
-2.8%
679,564
+0.4%
1.82%
-13.5%
Q3 2021$110,765,076
+5.7%
676,676
+0.5%
2.11%
+5.7%
Q2 2021$104,755,759
+2.4%
673,498
+0.3%
2.00%
-2.8%
Q1 2021$102,267,154
+20.8%
671,794
+0.8%
2.06%
+13.9%
Q4 2020$84,655,522
+32.0%
666,212
-0.0%
1.80%
+20.0%
Q3 2020$64,142,652
+4.0%
666,279
+1.7%
1.50%
-6.5%
Q2 2020$61,652,103
+6.4%
655,455
+1.9%
1.61%
-8.8%
Q1 2020$57,931,994
-35.3%
643,474
+0.1%
1.76%
-19.3%
Q4 2019$89,589,747
+18.3%
642,681
-0.2%
2.19%
+10.0%
Q3 2019$75,756,325
+179.8%
643,694
+165.8%
1.99%
+96.9%
Q2 2019$27,073,711
+18.1%
242,162
+6.9%
1.01%
+15.1%
Q1 2019$22,922,319
+150.1%
226,438
+141.2%
0.88%
+124.9%
Q4 2018$9,165,151
-17.1%
93,886
-4.2%
0.39%
-6.0%
Q3 2018$11,060,690
+8.9%
98,021
+0.6%
0.42%
+0.5%
Q2 2018$10,156,895
-3.9%
97,475
+1.5%
0.41%
-5.3%
Q1 2018$10,565,91796,0800.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
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