UNIVEST FINANCIAL Corp - 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
UNIVEST FINANCIAL Corp ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,416,584
-10.0%
30,455
-9.7%
1.47%
-0.7%
Q2 2023$4,906,709
+10.9%
33,737
-0.6%
1.48%
+7.5%
Q1 2023$4,423,894
-9.4%
33,949
-6.8%
1.38%
-10.3%
Q4 2022$4,885,531
+16.7%
36,432
-9.0%
1.54%
+12.4%
Q3 2022$4,186,000
-14.2%
40,054
-7.6%
1.37%
-14.0%
Q2 2022$4,881,000
-13.9%
43,343
+4.2%
1.59%
-0.3%
Q1 2022$5,670,000
-12.2%
41,591
+2.0%
1.60%
-2.9%
Q4 2021$6,459,000
-4.4%
40,790
-1.1%
1.64%
-12.8%
Q3 2021$6,754,000
+6.7%
41,259
+1.4%
1.89%
+8.5%
Q2 2021$6,330,000
+2.2%
40,697
+0.0%
1.74%
-0.5%
Q1 2021$6,194,000
+16.2%
40,694
-3.0%
1.75%
+12.9%
Q4 2020$5,330,000
+28.6%
41,949
-2.5%
1.55%
+17.9%
Q3 2020$4,144,000
+1.0%
43,041
-1.4%
1.31%
-3.1%
Q2 2020$4,104,000
+0.3%
43,635
-4.0%
1.35%
-16.7%
Q1 2020$4,093,000
-14.2%
45,458
-17.8%
1.62%
-19.6%
Q4 2019$4,771,000
-14.4%
55,296
+16.7%
2.02%
+13.0%
Q3 2019$5,575,000
+4.9%
47,367
-0.4%
1.79%
+6.3%
Q2 2019$5,315,000
+10.7%
47,544
+0.2%
1.68%
+6.9%
Q1 2019$4,801,000
+7.5%
47,426
+3.6%
1.57%
-4.4%
Q4 2018$4,468,000
-10.4%
45,768
+3.5%
1.65%
+8.2%
Q3 2018$4,988,000
+6.8%
44,203
-1.4%
1.52%
-18.7%
Q2 2018$4,671,000
-8.1%
44,823
-3.1%
1.87%
-15.0%
Q1 2018$5,085,000
-12.9%
46,242
-15.3%
2.20%
-6.4%
Q4 2017$5,838,000
+10.1%
54,592
-1.7%
2.35%
+5.1%
Q3 2017$5,302,000
+13.4%
55,511
+8.6%
2.24%
+13.7%
Q2 2017$4,674,000
+5.2%
51,137
+1.0%
1.97%
+1.1%
Q1 2017$4,445,000
-6.8%
50,608
-8.5%
1.94%
-3.8%
Q4 2016$4,771,000
+17.9%
55,296
-9.0%
2.02%
+10.3%
Q3 2016$4,048,000
+7.0%
60,783
-0.2%
1.83%
+6.3%
Q2 2016$3,783,000
+2.4%
60,878
-2.5%
1.72%
+2.6%
Q1 2016$3,696,000
-10.8%
62,412
-0.5%
1.68%
-11.1%
Q4 2015$4,144,000
+6.9%
62,757
-1.3%
1.89%
-0.3%
Q3 2015$3,876,000
-9.6%
63,574
+0.5%
1.90%
-3.7%
Q2 2015$4,288,000
+10.1%
63,277
-1.6%
1.97%
+12.6%
Q1 2015$3,894,000
-7.1%
64,276
-4.0%
1.75%
-4.7%
Q4 2014$4,191,000
+6.5%
66,977
+2.5%
1.84%
-0.5%
Q3 2014$3,936,000
+2.2%
65,339
-2.3%
1.84%
+1.8%
Q2 2014$3,853,000
-4.8%
66,870
+0.3%
1.81%
-10.2%
Q1 2014$4,047,000
-9.0%
66,659
-12.4%
2.02%
-8.0%
Q4 2013$4,449,000
+14.3%
76,079
+1.1%
2.19%
+5.7%
Q3 2013$3,891,000
+1.2%
75,274
+3.3%
2.08%
-1.6%
Q2 2013$3,846,00072,8532.11%
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