WENDELL DAVID ASSOCIATES INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
WENDELL DAVID ASSOCIATES INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$659
-5.7%
4,546
-5.4%
0.08%
-1.3%
Q2 2023$699
+9.9%
4,804
-1.5%
0.08%
+5.3%
Q1 2023$636
-9.5%
4,879
-6.9%
0.08%
-12.8%
Q4 2022$703
-99.9%
5,241
-2.8%
0.09%
+13.2%
Q3 2022$563,000
-7.2%
5,3910.0%0.08%
-1.3%
Q2 2022$607,000
-17.8%
5,391
-0.4%
0.08%
-6.1%
Q1 2022$738,000
-13.9%
5,4150.0%0.08%
-5.7%
Q4 2021$857,000
-2.8%
5,415
+0.4%
0.09%
-11.2%
Q3 2021$882,000
+11.2%
5,391
+5.7%
0.10%
+10.1%
Q2 2021$793,000
+4.8%
5,098
+2.5%
0.09%
-2.2%
Q1 2021$757,000
+29.8%
4,976
+8.4%
0.09%
+28.2%
Q4 2020$583,000
+22.7%
4,589
-7.0%
0.07%
+12.7%
Q3 2020$475,000
+2.4%
4,9360.0%0.06%
-6.0%
Q2 2020$464,000
-6.3%
4,936
-10.2%
0.07%
-20.2%
Q1 2020$495,000
-27.4%
5,496
+12.3%
0.08%
-10.6%
Q4 2019$682,000
+18.0%
4,893
-0.4%
0.09%
+10.6%
Q3 2019$578,000
+10.3%
4,913
+4.9%
0.08%
+7.6%
Q2 2019$524,000
+4.4%
4,683
-5.6%
0.08%
+1.3%
Q1 2019$502,000
+4.1%
4,962
+0.6%
0.08%
-10.3%
Q4 2018$482,000
-19.9%
4,933
-7.5%
0.09%
-7.4%
Q3 2018$602,000
+8.3%
5,3320.0%0.09%
-1.1%
Q2 2018$556,000
-5.1%
5,3320.0%0.10%
-10.4%
Q1 2018$586,000
+10.8%
5,332
+7.9%
0.11%
+16.5%
Q4 2017$529,000
+12.1%
4,9430.0%0.09%
+9.6%
Q3 2017$472,000
+11.8%
4,943
+7.1%
0.08%
+3.8%
Q2 2017$422,000
+9.6%
4,617
+5.3%
0.08%
+8.1%
Q1 2017$385,000
-12.3%
4,384
-13.8%
0.07%
-14.9%
Q4 2016$439,000
+29.5%
5,0840.0%0.09%
+29.9%
Q3 2016$339,000
+3.4%
5,084
-4.0%
0.07%
+4.7%
Q2 2016$328,000
-9.4%
5,294
-13.7%
0.06%
-8.6%
Q1 2016$362,000
-55.3%
6,134
-50.0%
0.07%
-12.5%
Q4 2015$810,000
+240.3%
12,268
+213.8%
0.08%
+63.3%
Q3 2015$238,000
-42.4%
3,909
-36.6%
0.05%
-38.8%
Q2 2015$413,000
+11.6%
6,1680.0%0.08%
+12.7%
Q1 2015$370,000
-3.1%
6,1680.0%0.07%
-5.3%
Q4 2014$382,000
+3.2%
6,1680.0%0.08%
-2.6%
Q3 2014$370,000
+5.1%
6,1680.0%0.08%
+4.1%
Q2 2014$352,000
-7.4%
6,168
-1.0%
0.07%
-10.8%
Q1 2014$380,000
+3.8%
6,230
-1.4%
0.08%
+3.8%
Q4 2013$366,000
+4.9%
6,318
-5.9%
0.08%
-4.8%
Q3 2013$349,000
+68.6%
6,716
+71.6%
0.08%
+61.5%
Q2 2013$207,0003,9130.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders