ROOSEVELT INVESTMENT GROUP LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
ROOSEVELT INVESTMENT GROUP LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$2,262,000
-9.4%
21,644
-2.4%
0.16%
-8.9%
Q2 2022$2,498,000
-91.8%
22,184
-90.1%
0.18%
-90.2%
Q1 2022$30,515,000
-11.7%
223,851
+2.5%
1.82%
-4.8%
Q4 2021$34,568,000
-0.3%
218,304
+3.1%
1.91%
-10.9%
Q3 2021$34,665,000
+2.2%
211,771
-2.9%
2.15%
+5.0%
Q2 2021$33,925,000
+2.1%
218,108
-0.1%
2.04%
-6.0%
Q1 2021$33,221,000
+21.9%
218,226
+1.8%
2.18%
+12.5%
Q4 2020$27,251,000
+31.7%
214,456
-0.2%
1.93%
+15.3%
Q3 2020$20,691,000
+9.2%
214,927
+6.7%
1.68%
-10.3%
Q2 2020$18,943,000
-9.6%
201,395
-13.5%
1.87%
-22.0%
Q1 2020$20,962,000
-25.1%
232,837
+16.0%
2.40%
-16.5%
Q4 2019$27,969,000
+18.5%
200,637
+0.0%
2.88%
+6.6%
Q3 2019$23,611,000
+6.3%
200,624
+0.9%
2.70%
+3.7%
Q2 2019$22,222,000
+34.9%
198,767
+22.2%
2.60%
+26.8%
Q1 2019$16,467,000
+9.8%
162,672
+5.9%
2.05%
+25.0%
Q4 2018$14,997,000
-13.0%
153,625
+0.6%
1.64%
+4.6%
Q3 2018$17,238,000
+10.1%
152,761
+1.6%
1.57%
+7.0%
Q2 2018$15,661,000
+15.3%
150,293
+21.7%
1.47%
+14.4%
Q1 2018$13,582,000
+14.9%
123,507
+11.8%
1.28%
+18.2%
Q4 2017$11,818,000
+20.1%
110,511
+7.2%
1.08%
+19.5%
Q3 2017$9,842,000
+739.8%
103,049
+703.4%
0.91%
+739.8%
Q2 2017$1,172,000
+0.1%
12,827
-3.8%
0.11%
+1.9%
Q1 2017$1,171,000
+2.8%
13,335
+1.1%
0.11%
+5.0%
Q4 2016$1,139,000
+52.7%
13,195
+17.8%
0.10%
+71.2%
Q3 2016$746,000
-4.8%
11,205
-11.1%
0.06%
-3.3%
Q2 2016$784,000
-5.8%
12,611
-10.2%
0.06%
-17.6%
Q1 2016$832,000
-12.3%
14,044
-2.3%
0.07%
+19.4%
Q4 2015$949,000
+5.7%
14,376
-2.4%
0.06%
+6.9%
Q3 2015$898,000
-8.7%
14,725
+1.4%
0.06%0.0%
Q2 2015$984,000
+9.8%
14,522
-1.8%
0.06%
+18.4%
Q1 2015$896,000
-68.3%
14,792
-67.3%
0.05%
-69.0%
Q4 2014$2,829,000
-18.0%
45,210
-21.0%
0.16%
-14.1%
Q3 2014$3,448,000
+12.3%
57,242
+7.4%
0.18%
+40.5%
Q2 2014$3,071,000
-99.9%
53,293
+2.1%
0.13%
-10.9%
Q1 2014$3,167,969,000
+100470.4%
52,182
-3.1%
0.15%
+3.5%
Q4 2013$3,150,000
+46.0%
53,871
+29.0%
0.14%
+47.9%
Q3 2013$2,158,000
+2.6%
41,767
+4.8%
0.10%
+2.1%
Q2 2013$2,103,00039,8360.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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