COBBLESTONE CAPITAL ADVISORS LLC /NY/ - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,995,534
+1.2%
20,656
+1.5%
0.22%
+6.2%
Q2 2023$2,960,723
+11.6%
20,357
-0.0%
0.21%
+5.6%
Q1 2023$2,652,851
-8.8%
20,358
-6.1%
0.20%
-10.8%
Q4 2022$2,907,690
+33.8%
21,683
+4.3%
0.22%
+22.7%
Q3 2022$2,173,000
-8.8%
20,797
-1.7%
0.18%
-0.5%
Q2 2022$2,382,000
-18.4%
21,156
-1.2%
0.18%
-8.1%
Q1 2022$2,918,000
-13.0%
21,405
+1.1%
0.20%
-7.9%
Q4 2021$3,353,000
-4.0%
21,172
-0.8%
0.22%
-10.0%
Q3 2021$3,493,000
-1.4%
21,337
-6.4%
0.24%
-0.4%
Q2 2021$3,544,000
+1.8%
22,787
-0.3%
0.24%
-5.1%
Q1 2021$3,481,000
+29.1%
22,866
+7.8%
0.25%
+21.6%
Q4 2020$2,697,000
+32.5%
21,221
+0.4%
0.21%
+18.2%
Q3 2020$2,035,000
-5.2%
21,139
-7.3%
0.18%
-9.3%
Q2 2020$2,146,000
-7.5%
22,810
-11.5%
0.19%
-22.7%
Q1 2020$2,321,000
-11.7%
25,779
+36.6%
0.25%
+5.5%
Q4 2019$2,630,000
+32.4%
18,867
+11.8%
0.24%
+20.2%
Q3 2019$1,986,000
+12.7%
16,877
+7.1%
0.20%
+24.5%
Q2 2019$1,762,000
+2.3%
15,762
-7.3%
0.16%
-1.2%
Q1 2019$1,722,000
-0.7%
17,007
-4.3%
0.16%
-10.1%
Q4 2018$1,735,000
-17.7%
17,771
-4.9%
0.18%
-9.6%
Q3 2018$2,109,000
-0.4%
18,691
-8.0%
0.20%
-5.3%
Q2 2018$2,117,000
+4.0%
20,313
+9.7%
0.21%
+1.5%
Q1 2018$2,036,000
-9.3%
18,510
-11.8%
0.21%
-7.6%
Q4 2017$2,245,000
+8.4%
20,995
-3.2%
0.22%
-12.5%
Q3 2017$2,071,000
-80.5%
21,681
-81.3%
0.26%
-81.5%
Q2 2017$10,594,000
+1.9%
115,910
-2.0%
1.38%
-0.5%
Q1 2017$10,394,000
-20.0%
118,326
-21.4%
1.38%
-22.9%
Q4 2016$12,997,000
+29.0%
150,621
-0.4%
1.79%
+25.7%
Q3 2016$10,074,000
+3.9%
151,284
-3.0%
1.43%
+3.3%
Q2 2016$9,695,000
+5.0%
156,019
+0.1%
1.38%
+2.6%
Q1 2016$9,230,000
-10.4%
155,866
-0.1%
1.35%
-12.9%
Q4 2015$10,300,000
+7.7%
155,991
-0.6%
1.55%
+1.3%
Q3 2015$9,565,000
-11.0%
156,885
-1.0%
1.53%
-5.5%
Q2 2015$10,743,000
+11.1%
158,541
-0.7%
1.62%
+8.1%
Q1 2015$9,670,000
-4.1%
159,622
-1.0%
1.50%
-16.7%
Q4 2014$10,088,000
-2.4%
161,197
-6.0%
1.80%
-5.9%
Q3 2014$10,334,000
+3.7%
171,549
-0.8%
1.91%
+2.1%
Q2 2014$9,964,000
-2.5%
172,927
+2.7%
1.87%
-5.3%
Q1 2014$10,219,000
+5.1%
168,333
+1.2%
1.97%
+6.3%
Q4 2013$9,725,000
+13.8%
166,299
+0.6%
1.86%
+6.2%
Q3 2013$8,547,000
-0.2%
165,355
+1.9%
1.75%
-7.1%
Q2 2013$8,566,000162,2651.88%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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