OSTERWEIS CAPITAL MANAGEMENT INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
OSTERWEIS CAPITAL MANAGEMENT INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$51,972,000
-2.6%
328,211
+0.7%
2.60%
-10.7%
Q3 2021$53,349,000
-0.8%
325,916
-5.8%
2.91%
+5.2%
Q2 2021$53,803,000
-7.5%
345,911
-9.5%
2.77%
-12.7%
Q1 2021$58,158,000
+53.0%
382,046
+27.7%
3.17%
+39.8%
Q4 2020$38,003,000
+59.0%
299,071
+20.5%
2.27%
+40.5%
Q3 2020$23,903,000
+36.2%
248,286
+33.1%
1.61%
+26.8%
Q2 2020$17,544,000
-26.2%
186,528
-23.4%
1.27%
-30.5%
Q4 2018$23,772,000
-40.0%
243,516
-30.6%
1.83%
-27.7%
Q3 2018$39,601,000
-2.4%
350,943
-9.8%
2.53%
-3.6%
Q2 2018$40,557,000
-14.1%
389,228
-9.4%
2.62%
-21.9%
Q1 2018$47,225,000
+67.1%
429,433
+62.5%
3.36%
+67.4%
Q4 2017$28,259,000
+12.9%
264,256
+0.9%
2.01%
+6.9%
Q3 2017$25,023,000
-11.6%
261,995
-15.4%
1.88%
-13.0%
Q2 2017$28,315,000
+2.4%
309,795
-1.6%
2.16%
-0.3%
Q1 2017$27,643,000
-10.1%
314,690
-11.7%
2.16%
-2.4%
Q4 2016$30,736,000
+6.2%
356,203
-18.1%
2.22%
+27.2%
Q3 2016$28,955,000
+7175.1%
434,835
+6488.4%
1.74%
+14416.7%
Q3 2014$398,000
+4.7%
6,6000.0%0.01%
+9.1%
Q2 2014$380,000
-13.4%
6,600
-8.7%
0.01%
-15.4%
Q1 2014$439,000
+3.8%
7,2300.0%0.01%0.0%
Q4 2013$423,000
+13.4%
7,2300.0%0.01%
+8.3%
Q3 2013$373,000
-21.6%
7,230
-19.9%
0.01%
-33.3%
Q2 2013$476,0009,0250.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders