BOSTON FAMILY OFFICE LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,204 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 1.00 and the average weighting 1.2%.

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
BOSTON FAMILY OFFICE LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,291
-20.9%
50,273
-20.7%
0.60%
-15.3%
Q2 2023$9,214
+11.5%
63,358
-0.1%
0.71%
+6.6%
Q1 2023$8,264
-12.7%
63,415
-10.2%
0.66%
-15.9%
Q4 2022$9,471
-99.9%
70,623
+0.5%
0.79%
+20.5%
Q3 2022$7,346,000
-4.1%
70,306
+3.4%
0.65%
+2.0%
Q2 2022$7,657,000
-11.9%
67,996
+6.7%
0.64%
+3.6%
Q1 2022$8,688,000
-13.8%
63,733
+0.2%
0.62%
-5.6%
Q4 2021$10,074,000
-2.9%
63,619
+0.4%
0.66%
-12.8%
Q3 2021$10,372,000
+4.9%
63,362
-0.3%
0.75%
+6.4%
Q2 2021$9,888,000
+2.1%
63,574
-0.1%
0.71%
-2.9%
Q1 2021$9,687,000
+19.0%
63,659
-0.6%
0.73%
+16.1%
Q4 2020$8,141,000
+28.4%
64,071
-2.7%
0.63%
+8.9%
Q3 2020$6,340,000
+2.6%
65,852
+0.2%
0.58%
-4.3%
Q2 2020$6,181,000
+22.4%
65,710
+17.1%
0.60%
+0.7%
Q1 2020$5,050,000
-36.5%
56,097
-1.6%
0.60%
-21.0%
Q4 2019$7,949,000
+18.4%
57,025
+0.0%
0.76%
+8.6%
Q3 2019$6,711,000
+2.9%
57,022
-2.3%
0.70%
+2.8%
Q2 2019$6,523,000
+43.6%
58,341
+30.0%
0.68%
+37.9%
Q1 2019$4,544,000
+4.6%
44,891
+0.9%
0.49%
-9.1%
Q4 2018$4,344,000
-12.6%
44,496
+1.0%
0.54%
+3.1%
Q3 2018$4,971,000
+9.3%
44,051
+0.9%
0.52%
+1.7%
Q2 2018$4,547,000
-2.6%
43,641
+2.9%
0.52%
-3.2%
Q1 2018$4,666,000
-1.6%
42,431
-4.3%
0.53%
+2.1%
Q4 2017$4,744,000
+20.7%
44,358
+7.8%
0.52%
+16.8%
Q3 2017$3,931,000
+6.0%
41,163
+1.4%
0.45%
+1.6%
Q2 2017$3,709,000
+11.5%
40,580
+7.1%
0.44%
+7.3%
Q1 2017$3,327,000
+1.5%
37,875
-0.3%
0.41%
-4.0%
Q4 2016$3,279,000
+28.8%
37,995
-0.6%
0.43%
+29.1%
Q3 2016$2,545,000
+5.3%
38,215
-1.8%
0.33%
+5.4%
Q2 2016$2,418,000
-14.8%
38,905
-18.8%
0.31%
-16.3%
Q1 2016$2,837,000
-10.4%
47,905
-0.1%
0.37%
-13.6%
Q4 2015$3,167,000
+8.0%
47,957
-0.3%
0.43%
+5.9%
Q3 2015$2,933,000
-12.3%
48,105
-2.5%
0.41%
-2.6%
Q2 2015$3,344,000
+15.3%
49,355
+3.1%
0.42%
+16.7%
Q1 2015$2,900,000
-4.7%
47,873
-1.6%
0.36%
-5.0%
Q4 2014$3,044,000
+3.6%
48,648
-0.2%
0.38%
+0.3%
Q3 2014$2,938,000
+4.6%
48,7680.0%0.38%
+5.9%
Q2 2014$2,810,000
-53.3%
48,768
-50.8%
0.36%
-10.8%
Q1 2014$6,012,000
+96.0%
99,036
+88.8%
0.40%
-1.2%
Q4 2013$3,068,000
+11.4%
52,468
-1.5%
0.40%
+3.3%
Q3 2013$2,754,000
-2.3%
53,274
-0.2%
0.39%
-8.4%
Q2 2013$2,818,00053,3740.43%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2017
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