KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT 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
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,613,493
-0.1%
11,126
+0.2%
0.01%0.0%
Q2 2023$1,614,384
+12.5%
11,100
+0.8%
0.01%
+25.0%
Q1 2023$1,434,452
-3.7%
11,008
-0.9%
0.00%
-20.0%
Q4 2022$1,489,985
+28.7%
11,111
+0.2%
0.01%
+25.0%
Q3 2022$1,158,000
-7.4%
11,086
-0.2%
0.00%0.0%
Q2 2022$1,251,000
-17.4%
11,1070.0%0.00%0.0%
Q1 2022$1,514,000
-7.0%
11,107
+8.1%
0.00%0.0%
Q4 2021$1,628,000
-1.9%
10,278
+1.4%
0.00%0.0%
Q3 2021$1,659,000
+7.4%
10,138
+2.0%
0.00%0.0%
Q2 2021$1,545,000
+2.7%
9,936
+0.5%
0.00%0.0%
Q1 2021$1,505,000
+22.2%
9,886
+1.9%
0.00%0.0%
Q4 2020$1,232,000
+29.4%
9,698
-1.9%
0.00%
+33.3%
Q3 2020$952,000
+0.1%
9,887
-2.2%
0.00%
-25.0%
Q2 2020$951,000
+10.6%
10,109
+5.8%
0.00%
-20.0%
Q1 2020$860,000
-35.4%
9,5510.0%0.01%
-16.7%
Q4 2019$1,331,000
+20.7%
9,551
+1.9%
0.01%0.0%
Q3 2019$1,103,000
+5.8%
9,373
+0.5%
0.01%0.0%
Q2 2019$1,043,000
+10.4%
9,3310.0%0.01%
+20.0%
Q1 2019$945,000
+4.4%
9,331
+0.7%
0.01%
-16.7%
Q4 2018$905,000
-13.5%
9,2680.0%0.01%0.0%
Q3 2018$1,046,000
+14.2%
9,268
+5.5%
0.01%0.0%
Q2 2018$916,000
-3.0%
8,788
+2.4%
0.01%
-14.3%
Q1 2018$944,000
+2.8%
8,5800.0%0.01%0.0%
Q4 2017$918,000
+12.1%
8,5800.0%0.01%0.0%
Q3 2017$819,000
+4.5%
8,5800.0%0.01%
-12.5%
Q2 2017$784,000
+4.0%
8,5800.0%0.01%0.0%
Q1 2017$754,000
+1.9%
8,5800.0%0.01%
-11.1%
Q4 2016$740,000
+25.4%
8,580
-3.2%
0.01%
+28.6%
Q3 2016$590,000
+10.7%
8,860
+3.3%
0.01%
-12.5%
Q2 2016$533,000
+4.9%
8,5800.0%0.01%0.0%
Q1 2016$508,000
-10.4%
8,5800.0%0.01%
-11.1%
Q4 2015$567,000
+8.4%
8,5800.0%0.01%0.0%
Q3 2015$523,000
-10.0%
8,5800.0%0.01%0.0%
Q2 2015$581,000
+6.6%
8,580
-4.7%
0.01%
+12.5%
Q1 2015$545,000
-3.2%
9,0030.0%0.01%
-11.1%
Q4 2014$563,000
+3.9%
9,0030.0%0.01%
-10.0%
Q3 2014$542,000
+4.4%
9,003
-0.0%
0.01%
+11.1%
Q2 2014$519,000
-5.1%
9,004
+0.0%
0.01%
-10.0%
Q1 2014$547,000
+4.0%
9,0030.0%0.01%
+11.1%
Q4 2013$526,000
+13.1%
9,0030.0%0.01%0.0%
Q3 2013$465,000
-2.1%
9,0030.0%0.01%
-10.0%
Q2 2013$475,0009,0030.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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