WEATHERLY ASSET MANAGEMENT L. P. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
WEATHERLY ASSET MANAGEMENT L. P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,783,175
-0.3%
12,2960.0%0.21%
+1.9%
Q2 2023$1,788,339
+12.9%
12,296
+1.2%
0.21%
+1.5%
Q1 2023$1,584,056
-6.7%
12,156
-4.0%
0.21%
-11.2%
Q4 2022$1,697,445
+22.3%
12,658
-4.7%
0.23%
+16.6%
Q3 2022$1,388,000
-7.5%
13,283
-0.4%
0.20%
-4.8%
Q2 2022$1,501,000
-18.8%
13,333
-1.7%
0.21%
-3.2%
Q1 2022$1,848,000
-11.4%
13,559
+3.0%
0.22%
-6.5%
Q4 2021$2,085,000
-4.0%
13,164
-0.8%
0.23%
-12.5%
Q3 2021$2,171,000
-1.5%
13,264
-6.5%
0.26%
-5.0%
Q2 2021$2,205,000
+2.2%
14,1790.0%0.28%
-7.0%
Q1 2021$2,158,000
+19.8%
14,1790.0%0.30%
+15.4%
Q4 2020$1,802,000
+29.9%
14,179
-1.6%
0.26%
+15.6%
Q3 2020$1,387,000
+1.8%
14,410
-0.6%
0.22%
-7.1%
Q2 2020$1,363,000
+3.6%
14,495
-0.9%
0.24%
-16.3%
Q1 2020$1,316,000
-35.9%
14,622
-0.8%
0.29%
-26.5%
Q4 2019$2,054,000
+18.7%
14,735
+0.2%
0.39%
+6.2%
Q3 2019$1,730,000
+2.0%
14,702
-3.1%
0.37%
+9.2%
Q2 2019$1,696,000
+13.7%
15,174
+3.0%
0.34%
+10.8%
Q1 2019$1,491,000
-2.2%
14,730
-5.7%
0.30%
-15.5%
Q4 2018$1,525,000
-9.5%
15,622
+4.6%
0.36%
+4.3%
Q3 2018$1,685,000
+9.6%
14,930
+1.2%
0.35%
-3.6%
Q2 2018$1,537,000
-5.2%
14,7510.0%0.36%
-6.8%
Q1 2018$1,622,000
-13.4%
14,751
-15.7%
0.38%
-15.0%
Q4 2017$1,872,000
+12.0%
17,501
-0.0%
0.45%
+2.0%
Q3 2017$1,672,000
+2.8%
17,508
-1.6%
0.44%
-3.1%
Q2 2017$1,626,000
+1.2%
17,789
-2.7%
0.46%
-3.6%
Q1 2017$1,607,000
+2.6%
18,290
+0.7%
0.48%
-4.8%
Q4 2016$1,567,000
+28.9%
18,155
-0.6%
0.50%
+23.8%
Q3 2016$1,216,000
-8.8%
18,267
-14.9%
0.40%
-8.4%
Q2 2016$1,334,000
+8.8%
21,467
+3.6%
0.44%
+3.8%
Q1 2016$1,226,000
-8.8%
20,716
+1.7%
0.42%
-10.9%
Q4 2015$1,344,000
+28.1%
20,366
+18.3%
0.48%
+12.3%
Q3 2015$1,049,000
-10.8%
17,214
-0.8%
0.42%
-5.4%
Q2 2015$1,176,000
+6.3%
17,356
-5.0%
0.45%
+1.4%
Q1 2015$1,106,000
-6.9%
18,268
-3.8%
0.44%
-11.2%
Q4 2014$1,188,000
+7.3%
18,980
+3.2%
0.50%
+4.4%
Q3 2014$1,107,000
-47.9%
18,385
-50.2%
0.48%
+5.1%
Q2 2014$2,126,000
+89.8%
36,900
+100.0%
0.45%
-12.7%
Q1 2014$1,120,000
-1.5%
18,450
-5.1%
0.52%
-4.1%
Q4 2013$1,137,000
+14.8%
19,450
+1.6%
0.54%
+7.8%
Q3 2013$990,000
-6.3%
19,151
-4.3%
0.50%
-13.7%
Q2 2013$1,057,00020,0210.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders