BOSTON FINANCIAL MANGEMENT LLC - 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
BOSTON FINANCIAL MANGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,356,024
-2.1%
71,411
-1.8%
0.39%
+1.3%
Q2 2023$10,575,816
+18.1%
72,716
+5.8%
0.38%
+9.1%
Q1 2023$8,952,297
+3.0%
68,700
+6.0%
0.35%
+0.3%
Q4 2022$8,694,239
+39.0%
64,834
+8.3%
0.35%
+28.3%
Q3 2022$6,257,000
+80.5%
59,877
+94.6%
0.27%
+82.6%
Q2 2022$3,466,000
-2.9%
30,775
+17.6%
0.15%
+9.6%
Q1 2022$3,568,000
+2.2%
26,173
+18.8%
0.14%
+7.1%
Q4 2021$3,490,000
-1.9%
22,037
+1.4%
0.13%
-12.4%
Q3 2021$3,556,000
+20.2%
21,723
+14.2%
0.14%
+20.8%
Q2 2021$2,959,000
+2.7%
19,026
+0.5%
0.12%
-5.5%
Q1 2021$2,882,000
+19.8%
18,9340.0%0.13%
+16.5%
Q4 2020$2,406,000
+1.5%
18,934
-23.1%
0.11%
-5.2%
Q3 2020$2,370,000
-54.7%
24,619
-55.7%
0.12%
-59.1%
Q2 2020$5,233,000
+4.3%
55,634
-0.2%
0.28%
-12.7%
Q1 2020$5,017,000
-87.9%
55,728
-81.3%
0.32%
-85.8%
Q4 2019$41,461,000
+16.6%
297,422
-1.6%
2.27%
+12.3%
Q3 2019$35,573,000
+3.7%
302,258
-1.5%
2.02%
+2.1%
Q2 2019$34,293,000
+8.8%
306,734
-1.4%
1.98%
+3.4%
Q1 2019$31,507,000
+5.2%
311,241
+1.5%
1.92%
-7.6%
Q4 2018$29,945,000
-9.5%
306,755
+4.6%
2.07%
+6.2%
Q3 2018$33,078,000
+17.2%
293,139
+8.2%
1.95%
+2.4%
Q2 2018$28,233,000
-6.9%
270,954
-1.7%
1.91%
-7.9%
Q1 2018$30,311,000
+1.3%
275,630
-1.5%
2.07%
+3.4%
Q4 2017$29,912,000
+13.1%
279,709
+1.0%
2.00%
+6.4%
Q3 2017$26,454,000
+4.1%
276,979
-0.3%
1.88%
+3.1%
Q2 2017$25,400,000
+4.7%
277,903
+0.6%
1.82%
+0.9%
Q1 2017$24,270,000
+3.0%
276,293
+1.2%
1.81%
-2.7%
Q4 2016$23,568,000
+30.0%
273,124
+0.3%
1.86%
+25.8%
Q3 2016$18,128,000
+17.0%
272,228
+9.2%
1.48%
+17.0%
Q2 2016$15,496,000
+139.5%
249,364
+128.2%
1.26%
+29.9%
Q1 2016$6,471,000
-16.4%
109,278
-6.8%
0.97%
-12.5%
Q4 2015$7,743,000
+3.3%
117,271
-4.6%
1.11%
+4.6%
Q3 2015$7,495,000
-8.9%
122,931
+1.3%
1.06%
+0.4%
Q2 2015$8,227,000
+11.2%
121,413
-0.6%
1.06%
+14.3%
Q1 2015$7,398,000
-2.1%
122,112
+1.1%
0.93%
-2.5%
Q4 2014$7,558,000
+4.1%
120,776
+0.2%
0.95%
-0.2%
Q3 2014$7,260,000
+3.1%
120,520
-1.4%
0.95%
+2.5%
Q2 2014$7,043,000
-7.8%
122,237
-2.8%
0.93%
-9.1%
Q1 2014$7,638,000
+3.5%
125,803
-0.3%
1.02%
+1.0%
Q4 2013$7,380,000
+14.2%
126,194
+0.9%
1.01%
+4.2%
Q3 2013$6,465,000
-5.7%
125,072
-3.7%
0.97%
-8.2%
Q2 2013$6,854,000129,8331.06%
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