EDGE ASSET MANAGEMENT, INC - 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
EDGE ASSET MANAGEMENT, INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2017$211,990,000
+17.4%
2,413,365
+15.3%
1.60%
+14.7%
Q4 2016$180,646,000
+7.3%
2,093,478
-17.2%
1.40%
-1.1%
Q3 2016$168,381,000
+8.2%
2,528,631
+1.0%
1.41%
+1.7%
Q2 2016$155,637,000
-4.8%
2,504,607
-9.3%
1.39%
-11.5%
Q1 2016$163,534,000
-9.7%
2,761,465
+0.7%
1.57%
-10.6%
Q4 2015$181,004,000
+7.6%
2,741,239
-0.6%
1.76%
+4.5%
Q3 2015$168,188,000
-11.5%
2,758,533
-1.6%
1.68%
-2.3%
Q2 2015$190,008,000
+14.4%
2,804,133
+2.3%
1.72%
+19.1%
Q1 2015$166,095,000
-0.9%
2,741,748
+2.4%
1.44%
-10.7%
Q4 2014$167,529,000
+2.1%
2,677,030
-1.7%
1.62%
-1.6%
Q3 2014$164,013,000
+6.1%
2,722,657
+1.5%
1.64%
+5.8%
Q2 2014$154,574,000
-5.7%
2,682,657
-0.7%
1.55%
-10.7%
Q1 2014$163,999,000
+2.7%
2,701,339
-1.1%
1.74%
-0.1%
Q4 2013$159,709,000
-45.3%
2,731,001
-51.1%
1.74%
-2.7%
Q3 2013$291,767,000
+97.2%
5,584,911
+99.3%
1.79%
-3.8%
Q2 2013$147,949,0002,802,5821.86%
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