Sand Hill Global Advisors, LLC - 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
Sand Hill Global Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,366,905
-1.5%
92,173
-1.2%
0.74%
+9.3%
Q2 2023$13,564,288
+11.5%
93,264
-0.1%
0.67%
+3.2%
Q1 2023$12,164,379
-3.3%
93,350
-0.5%
0.65%
-8.0%
Q4 2022$12,576,206
+30.5%
93,782
+1.7%
0.71%
+17.0%
Q3 2022$9,637,000
-7.9%
92,224
-0.7%
0.61%
+1.8%
Q2 2022$10,464,000
-14.9%
92,920
+3.0%
0.60%
-12.5%
Q1 2022$12,300,000
-10.5%
90,230
+4.0%
0.68%
-11.6%
Q4 2021$13,741,000
-2.3%
86,775
+1.0%
0.77%
-9.8%
Q3 2021$14,060,000
+3.4%
85,893
-1.8%
0.85%
+2.9%
Q2 2021$13,598,000
+6.0%
87,426
+3.7%
0.83%
-0.5%
Q1 2021$12,832,000
+25.6%
84,292
+4.9%
0.83%
+22.3%
Q4 2020$10,213,000
+34.4%
80,373
+1.8%
0.68%
+18.2%
Q3 2020$7,598,000
+4.1%
78,919
+1.7%
0.58%
-1.0%
Q2 2020$7,301,000
+5.6%
77,621
+1.1%
0.58%
-11.1%
Q1 2020$6,911,000
-35.9%
76,767
-0.7%
0.66%
-32.9%
Q4 2019$10,781,000
+15.3%
77,339
-2.7%
0.98%
+11.4%
Q3 2019$9,354,000
+21.5%
79,481
+15.4%
0.88%
+11.0%
Q2 2019$7,698,000
+11.2%
68,857
+0.7%
0.79%
+11.9%
Q1 2019$6,920,000
+2.5%
68,354
-1.2%
0.71%
-2.8%
Q4 2018$6,751,000
-12.2%
69,155
+1.5%
0.73%
-0.8%
Q3 2018$7,686,000
+7.3%
68,110
-0.9%
0.73%
+3.5%
Q2 2018$7,164,000
+1229.1%
68,751
+1301.7%
0.71%
+36.0%
Q1 2018$539,000
-92.5%
4,905
-92.7%
0.52%
-27.2%
Q4 2017$7,180,000
+7.3%
67,139
-4.2%
0.71%0.0%
Q3 2017$6,691,000
+5.6%
70,054
+1.0%
0.71%
-1.1%
Q2 2017$6,337,000
+3.7%
69,330
-0.4%
0.72%
-8.7%
Q1 2017$6,112,000
+2.6%
69,579
+0.8%
0.79%
-3.4%
Q4 2016$5,957,000
+30.7%
69,034
+0.9%
0.82%
+17.8%
Q3 2016$4,557,000
+7.3%
68,437
+0.1%
0.70%
+4.0%
Q2 2016$4,246,000
+5.3%
68,337
+0.3%
0.67%
+9.0%
Q1 2016$4,033,000
-7.1%
68,113
+3.6%
0.61%
-12.1%
Q4 2015$4,343,000
+7.8%
65,769
-0.5%
0.70%
+8.2%
Q3 2015$4,029,000
-8.5%
66,073
+1.6%
0.64%
-10.1%
Q2 2015$4,405,000
+9.9%
65,013
-1.7%
0.72%
+9.6%
Q1 2015$4,008,000
-0.1%
66,160
+3.2%
0.65%
-5.1%
Q4 2014$4,011,000
-0.2%
64,095
-3.9%
0.69%
+3.0%
Q3 2014$4,018,000
+12.9%
66,693
+8.0%
0.67%
-0.4%
Q2 2014$3,558,000
-1.1%
61,757
+4.2%
0.67%
-7.8%
Q1 2014$3,599,000
+4.8%
59,287
+1.0%
0.73%
-0.1%
Q4 2013$3,433,000
-11.5%
58,702
-21.7%
0.73%
+9.1%
Q3 2013$3,877,000
+28.2%
75,013
+30.9%
0.67%
-19.9%
Q2 2013$3,025,00057,2980.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders