SHELTON CAPITAL MANAGEMENT - 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
SHELTON CAPITAL MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$16,132,646
-3.0%
111,244
-2.7%
0.59%
-1.0%
Q2 2023$16,634,450
+58.9%
114,373
+42.4%
0.60%
+36.9%
Q1 2023$10,468,845
+126.9%
80,338
+133.5%
0.44%
-9.7%
Q4 2022$4,613,040
-38.3%
34,400
-51.9%
0.48%
+36.1%
Q3 2022$7,473,000
-7.0%
71,511
+0.2%
0.36%
-1.7%
Q2 2022$8,034,000
-16.1%
71,343
+1.6%
0.36%
+2.0%
Q1 2022$9,576,000
-13.6%
70,243
+0.4%
0.35%
-9.7%
Q4 2021$11,080,000
+26.7%
69,970
+31.0%
0.39%
+14.6%
Q3 2021$8,743,000
+1.4%
53,413
-3.7%
0.34%
+4.9%
Q2 2021$8,625,000
+14.3%
55,449
+11.9%
0.33%
+24.0%
Q1 2021$7,544,000
+6.8%
49,559
-10.8%
0.26%
-17.0%
Q4 2020$7,062,000
-41.2%
55,574
-55.4%
0.32%
-36.2%
Q3 2020$12,006,000
+64.8%
124,713
+61.0%
0.50%
+23.9%
Q2 2020$7,287,000
+0.2%
77,472
-4.1%
0.40%
-23.9%
Q1 2020$7,275,000
-60.3%
80,801
-38.5%
0.53%
-48.0%
Q4 2019$18,324,000
-14.4%
131,452
-27.8%
1.01%
-19.9%
Q3 2019$21,418,000
+8.5%
181,982
+3.1%
1.26%
+11.1%
Q2 2019$19,742,000
-88.6%
176,582
+903.7%
1.14%
+65.9%
Q1 2019$173,795,000
+975.7%
17,593
-89.4%
0.69%
-37.6%
Q4 2018$16,156,000
+17.7%
165,494
+36.0%
1.10%
+40.4%
Q3 2018$13,732,000
+7.6%
121,693
-0.6%
0.78%
-1.3%
Q2 2018$12,757,000
-13.2%
122,428
-8.3%
0.79%
-17.7%
Q1 2018$14,690,000
+2.1%
133,581
-0.7%
0.96%
+4.3%
Q4 2017$14,393,000
+10.9%
134,585
-1.0%
0.92%
+5.5%
Q3 2017$12,983,000
+4.2%
135,930
-0.3%
0.88%
-0.5%
Q2 2017$12,456,000
+4.0%
136,275
-0.0%
0.88%
+6.2%
Q1 2017$11,972,000
-0.9%
136,299
-2.7%
0.83%
-9.9%
Q4 2016$12,086,000
-6.0%
140,064
-27.5%
0.92%
-14.3%
Q3 2016$12,861,000
+16.7%
193,141
+8.9%
1.07%
+10.5%
Q2 2016$11,018,000
+5.3%
177,302
+0.4%
0.97%
+2.5%
Q1 2016$10,459,000
-10.1%
176,620
+0.3%
0.95%
-15.8%
Q4 2015$11,630,000
+8.7%
176,130
+0.4%
1.12%
-4.4%
Q3 2015$10,695,000
-3.2%
175,418
+7.5%
1.18%
+3.0%
Q2 2015$11,054,000
+8.1%
163,134
-3.3%
1.14%
+3.5%
Q1 2015$10,222,000
-2.2%
168,734
+1.1%
1.10%
-9.3%
Q4 2014$10,448,000
+7.8%
166,949
+3.7%
1.22%
-6.6%
Q3 2014$9,695,000
+14.2%
160,943
+9.2%
1.30%
+9.9%
Q2 2014$8,493,000
-4.2%
147,398
+0.9%
1.19%
-8.8%
Q1 2014$8,867,000
+3.7%
146,053
-0.1%
1.30%
+0.5%
Q4 2013$8,553,000
+12.9%
146,253
-0.2%
1.29%
+2.1%
Q3 2013$7,575,000
+2.5%
146,553
+4.7%
1.27%
-6.0%
Q2 2013$7,388,000139,9531.35%
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