PATTEN & PATTEN INC/TN - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
PATTEN & PATTEN INC/TN ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$20,650,534
-0.7%
142,398
-0.4%
1.81%
+5.6%
Q2 2023$20,788,152
+11.3%
142,933
-0.3%
1.72%
+4.6%
Q1 2023$18,677,702
+97637.8%
143,333
+0.6%
1.64%
-5.4%
Q4 2022$19,110
-99.9%
142,503
+0.9%
1.74%
+23.9%
Q3 2022$14,766,000
-6.7%
141,298
+0.5%
1.40%
+0.7%
Q2 2022$15,830,000
-18.7%
140,576
-1.5%
1.39%
-2.1%
Q1 2022$19,460,000
-13.8%
142,752
+0.2%
1.42%
-9.0%
Q4 2021$22,569,000
-3.2%
142,523
+0.1%
1.56%
-12.0%
Q3 2021$23,317,000
+5.3%
142,446
+0.1%
1.77%
+5.1%
Q2 2021$22,144,000
+0.4%
142,369
-1.7%
1.69%
-6.5%
Q1 2021$22,054,000
+19.1%
144,873
-0.6%
1.80%
+11.8%
Q4 2020$18,520,000
+35.7%
145,744
+2.8%
1.61%
+18.7%
Q3 2020$13,651,000
+6.8%
141,794
+4.4%
1.36%
-2.7%
Q2 2020$12,776,000
+5.6%
135,826
+1.0%
1.40%
-12.4%
Q1 2020$12,103,000
-31.5%
134,432
+6.0%
1.60%
-10.2%
Q4 2019$17,681,000
+19.1%
126,836
+0.6%
1.78%
+9.6%
Q3 2019$14,840,000
+2.3%
126,096
-2.8%
1.62%
+3.4%
Q2 2019$14,504,000
+9.3%
129,735
-1.1%
1.57%
+7.8%
Q1 2019$13,275,000
+3.7%
131,135
+0.0%
1.46%
-7.2%
Q4 2018$12,797,000
-13.6%
131,093
-0.1%
1.57%
+7.0%
Q3 2018$14,805,000
+8.3%
131,201
-0.0%
1.47%
+4.4%
Q2 2018$13,672,000
-1.8%
131,210
+3.7%
1.40%
-1.3%
Q1 2018$13,918,000
+5.8%
126,557
+2.9%
1.42%
+8.1%
Q4 2017$13,149,000
+10.9%
122,954
-1.0%
1.32%
+5.2%
Q3 2017$11,859,000
+4.7%
124,162
+0.2%
1.25%
-0.2%
Q2 2017$11,322,000
+5.2%
123,868
+1.1%
1.25%
+1.0%
Q1 2017$10,766,000
+2.5%
122,564
+0.6%
1.24%
-4.1%
Q4 2016$10,508,000
+28.4%
121,779
-0.9%
1.29%
+22.7%
Q3 2016$8,181,000
+9.4%
122,862
+2.1%
1.05%
+1.8%
Q2 2016$7,478,000
+4.9%
120,342
-0.1%
1.04%
+1.6%
Q1 2016$7,132,000
-3.7%
120,432
+7.4%
1.02%
-0.4%
Q4 2015$7,403,000
+7.8%
112,112
-0.5%
1.02%
-2.4%
Q3 2015$6,869,000
-8.2%
112,670
+2.0%
1.05%
-3.6%
Q2 2015$7,485,000
+12.2%
110,460
+0.3%
1.09%
+13.2%
Q1 2015$6,674,000
-3.4%
110,164
-0.2%
0.96%
-8.0%
Q4 2014$6,907,000
+7.4%
110,378
+3.4%
1.04%
+2.1%
Q3 2014$6,430,000
+3.8%
106,746
-0.7%
1.02%
+1.6%
Q2 2014$6,194,000
-27.0%
107,496
-23.1%
1.01%
-12.4%
Q1 2014$8,489,000
+7.8%
139,829
+3.9%
1.15%
+4.7%
Q4 2013$7,873,000
-38.3%
134,625
-44.8%
1.10%
+8.0%
Q3 2013$12,750,000
+95.3%
244,037
+97.3%
1.02%
-5.0%
Q2 2013$6,529,000123,6881.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
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