CLIFFORD SWAN INVESTMENT COUNSEL LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,442 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.3%.

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
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$31,799,538
+0.2%
219,277
+0.5%
1.33%
+4.1%
Q2 2023$31,734,959
+11.4%
218,200
-0.2%
1.28%
+7.6%
Q1 2023$28,477,531
-3.5%
218,537
-0.7%
1.19%
-7.2%
Q4 2022$29,497,570
+28.6%
219,967
+0.2%
1.28%
+19.2%
Q3 2022$22,938,000
-7.5%
219,499
-0.3%
1.08%
+0.4%
Q2 2022$24,793,000
-19.5%
220,163
-2.6%
1.07%
-6.0%
Q1 2022$30,798,000
-12.7%
225,927
+1.4%
1.14%
-7.7%
Q4 2021$35,293,000
-7.3%
222,880
-0.6%
1.24%
-11.5%
Q3 2021$38,085,000
+11.7%
224,293
-0.5%
1.40%
+8.0%
Q2 2021$34,086,000
-4.3%
225,379
-3.6%
1.29%
-11.7%
Q1 2021$35,599,000
+19.7%
233,850
-0.1%
1.46%
+13.0%
Q4 2020$29,742,000
+29.7%
234,061
-1.8%
1.30%
+17.9%
Q3 2020$22,939,000
+1.1%
238,278
-1.2%
1.10%
-5.7%
Q2 2020$22,685,000
+6.6%
241,181
+2.0%
1.17%
-9.7%
Q1 2020$21,286,000
-32.2%
236,438
+4.9%
1.29%
-14.8%
Q4 2019$31,406,000
+18.7%
225,294
+0.2%
1.52%
+10.5%
Q3 2019$26,465,000
+4.1%
224,873
-1.1%
1.37%
+2.6%
Q2 2019$25,430,000
+11.2%
227,458
+0.7%
1.34%
+9.2%
Q1 2019$22,859,000
+3.4%
225,811
-0.3%
1.23%
-8.6%
Q4 2018$22,100,000
-12.0%
226,392
+1.8%
1.34%
+2.7%
Q3 2018$25,103,000
+7.8%
222,470
-0.4%
1.31%
+0.3%
Q2 2018$23,278,000
-5.2%
223,402
+0.0%
1.30%
-6.1%
Q1 2018$24,560,000
-0.3%
223,332
-3.0%
1.39%
+3.4%
Q4 2017$24,627,000
+15.3%
230,288
+2.9%
1.34%
+3.7%
Q3 2017$21,366,000
+3.5%
223,703
-0.9%
1.29%
+0.5%
Q2 2017$20,637,000
+2.1%
225,784
-1.8%
1.29%
-0.5%
Q1 2017$20,206,000
-10.0%
230,027
-11.6%
1.29%
-13.9%
Q4 2016$22,451,000
+27.1%
260,182
-1.9%
1.50%
+25.9%
Q3 2016$17,659,000
+6.5%
265,189
-0.6%
1.19%
+3.9%
Q2 2016$16,586,000
+2.5%
266,914
-2.3%
1.15%
+4.6%
Q1 2016$16,183,000
-9.0%
273,262
+1.4%
1.10%
-9.9%
Q4 2015$17,790,000
+5.8%
269,427
-2.3%
1.22%
+1.2%
Q3 2015$16,813,000
-12.7%
275,766
-3.0%
1.20%
-7.0%
Q2 2015$19,260,000
+8.3%
284,233
-3.2%
1.29%
+10.4%
Q1 2015$17,786,000
-3.9%
293,590
-0.7%
1.17%
-4.1%
Q4 2014$18,509,000
+3.8%
295,771
-0.1%
1.22%
+0.3%
Q3 2014$17,837,000
+3.9%
296,103
-0.7%
1.22%
+5.3%
Q2 2014$17,174,000
-6.4%
298,048
-1.4%
1.16%
-10.0%
Q1 2014$18,350,000
-0.9%
302,257
-4.5%
1.29%
-3.9%
Q4 2013$18,509,000
+12.9%
316,501
-0.2%
1.34%
+2.4%
Q3 2013$16,395,000
-48.1%
317,183
-49.7%
1.31%
-2.3%
Q2 2013$31,586,000630,0051.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders