WESTWOOD MANAGEMENT CORP /IL/ - 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
WESTWOOD MANAGEMENT CORP /IL/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$479
-0.2%
3,3000.0%0.07%
+11.3%
Q2 2023$480
-30.5%
3,300
-37.7%
0.06%
-29.5%
Q1 2023$691
-17.6%
5,300
-15.3%
0.09%
-22.1%
Q4 2022$839
-99.9%
6,2600.0%0.11%
+31.4%
Q3 2022$654,000
-7.2%
6,2600.0%0.09%
-3.4%
Q2 2022$705,000
-17.4%
6,2600.0%0.09%
+9.9%
Q1 2022$853,000
-13.9%
6,2600.0%0.08%
+6.6%
Q4 2021$991,000
-3.3%
6,2600.0%0.08%
-9.5%
Q3 2021$1,025,000
+5.2%
6,2600.0%0.08%
+6.3%
Q2 2021$974,000
+2.2%
6,2600.0%0.08%
-6.0%
Q1 2021$953,000
+19.9%
6,2600.0%0.08%
+25.4%
Q4 2020$795,000
+29.9%
6,260
-1.6%
0.07%
+19.6%
Q3 2020$612,000
-30.2%
6,360
-31.8%
0.06%
-37.8%
Q2 2020$877,000
+53.1%
9,320
+46.5%
0.09%
+15.4%
Q1 2020$573,000
-35.4%
6,3600.0%0.08%
-25.7%
Q4 2019$887,000
+18.4%
6,3600.0%0.10%
+6.1%
Q3 2019$749,000
+5.3%
6,3600.0%0.10%
+8.8%
Q2 2019$711,000
+10.4%
6,3600.0%0.09%
+4.6%
Q1 2019$644,000
+3.7%
6,3600.0%0.09%
-11.2%
Q4 2018$621,000
+0.8%
6,360
+16.5%
0.10%
+28.9%
Q3 2018$616,000
-43.5%
5,460
-47.8%
0.08%
-47.6%
Q2 2018$1,090,000
-95.2%
10,460
-95.0%
0.14%
-95.6%
Q1 2018$22,869,000
+140.7%
207,958
+134.0%
3.28%
+147.4%
Q4 2017$9,502,000
+1430.1%
88,854
+1266.1%
1.33%
+1328.0%
Q3 2017$621,000
+4.5%
6,5040.0%0.09%0.0%
Q2 2017$594,000
+4.0%
6,5040.0%0.09%
-4.1%
Q1 2017$571,000
+21.2%
6,504
+19.1%
0.10%
+7.8%
Q4 2016$471,000
+29.4%
5,4600.0%0.09%
+38.5%
Q3 2016$364,000
+7.4%
5,4600.0%0.06%
+1.6%
Q2 2016$339,000
-26.3%
5,460
-29.6%
0.06%
-26.4%
Q1 2016$460,000
-32.7%
7,760
-25.1%
0.09%
-32.0%
Q4 2015$684,000
-96.1%
10,360
-96.4%
0.13%
-96.2%
Q3 2015$17,703,000
+117.4%
290,360
+141.6%
3.33%
+139.8%
Q2 2015$8,142,000
+2359.8%
120,160
+2100.7%
1.39%
+2421.8%
Q1 2015$331,000
-3.2%
5,4600.0%0.06%
-6.8%
Q4 2014$342,000
+4.0%
5,4600.0%0.06%
+1.7%
Q3 2014$329,000
-46.7%
5,460
-49.0%
0.06%
-43.1%
Q2 2014$617,000
-3.3%
10,712
+2.0%
0.10%
-6.4%
Q1 2014$638,000
+14.7%
10,502
+10.5%
0.11%
+17.2%
Q4 2013$556,000
+13.2%
9,5020.0%0.09%0.0%
Q3 2013$491,000
-91.0%
9,502
-90.8%
0.09%
-92.1%
Q2 2013$5,465,000103,5311.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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