WELCH & FORBES LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,914 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.94 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
WELCH & FORBES LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$105,295,900
-0.9%
726,078
-0.6%
1.74%
+3.9%
Q2 2023$106,233,990
+10.7%
730,432
-0.9%
1.68%
+3.1%
Q1 2023$96,007,159
-2.9%
736,759
-0.0%
1.63%
-8.2%
Q4 2022$98,844,357
+28.6%
737,093
+0.2%
1.77%
+18.1%
Q3 2022$76,876,000
-6.6%
735,641
+0.7%
1.50%
-0.3%
Q2 2022$82,279,000
-17.5%
730,652
-0.1%
1.50%
-4.1%
Q1 2022$99,678,000
-12.0%
731,201
+2.2%
1.57%
-7.4%
Q4 2021$113,283,000
-2.4%
715,397
+0.9%
1.70%
-12.1%
Q3 2021$116,081,000
+3.6%
709,150
-1.6%
1.93%
+1.8%
Q2 2021$112,096,000
+4.4%
720,690
+2.2%
1.89%
-4.4%
Q1 2021$107,352,000
+20.7%
705,194
+0.7%
1.98%
+13.9%
Q4 2020$88,960,000
+32.6%
700,088
+0.5%
1.74%
+20.2%
Q3 2020$67,094,000
+6.9%
696,936
+4.4%
1.45%
-1.5%
Q2 2020$62,772,000
+8.3%
667,363
+3.7%
1.47%
-9.2%
Q1 2020$57,948,000
-35.7%
643,637
-0.5%
1.62%
-19.3%
Q4 2019$90,170,000
+19.0%
646,843
+0.5%
2.01%
+11.0%
Q3 2019$75,775,000
+5.8%
643,853
+0.5%
1.81%
+3.7%
Q2 2019$71,621,000
+13.3%
640,620
+2.6%
1.74%
+10.0%
Q1 2019$63,187,000
+5.4%
624,199
+1.6%
1.58%
-6.2%
Q4 2018$59,957,000
-12.8%
614,192
+0.8%
1.69%
+3.1%
Q3 2018$68,781,000
+9.3%
609,546
+0.9%
1.64%
+0.7%
Q2 2018$62,951,000
-3.8%
604,150
+1.5%
1.63%
-3.4%
Q1 2018$65,439,000
+3.1%
595,065
+0.2%
1.69%
-0.5%
Q4 2017$63,490,000
+11.7%
593,693
-0.3%
1.70%
+13.2%
Q3 2017$56,862,000
+6.4%
595,358
+1.8%
1.50%
+0.3%
Q2 2017$53,428,000
+13.9%
584,560
+9.5%
1.49%
+11.2%
Q1 2017$46,908,000
+1.7%
534,016
-0.1%
1.34%
-2.7%
Q4 2016$46,130,000
+33.0%
534,592
+2.6%
1.38%
+15.0%
Q3 2016$34,689,000
+4.8%
520,922
-2.2%
1.20%
+19.0%
Q2 2016$33,086,000
+8.3%
532,442
+3.2%
1.01%
+6.0%
Q1 2016$30,540,000
-10.7%
515,705
-0.4%
0.95%
-13.4%
Q4 2015$34,205,000
+10.8%
518,014
+2.3%
1.10%
+6.5%
Q3 2015$30,878,000
-9.1%
506,455
+1.1%
1.03%
-2.4%
Q2 2015$33,952,000
+10.8%
501,073
-0.9%
1.06%
+14.8%
Q1 2015$30,634,000
-3.3%
505,671
-0.1%
0.92%
-1.2%
Q4 2014$31,689,000
+4.4%
506,377
+0.5%
0.93%
+0.4%
Q3 2014$30,364,000
+5.2%
504,036
+0.6%
0.93%
+1.8%
Q2 2014$28,860,000
-4.1%
500,856
+1.1%
0.91%
-4.4%
Q1 2014$30,091,000
+2.3%
495,636
-1.4%
0.95%
+2.4%
Q4 2013$29,408,000
+13.9%
502,875
+0.7%
0.93%
+7.1%
Q3 2013$25,812,000
-0.3%
499,355
+1.8%
0.87%
-6.1%
Q2 2013$25,882,000490,2910.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2016
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders