GW&K Investment Management, 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
GW&K Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$374
+63.3%
2,582
+64.2%
0.00%
+100.0%
Q2 2023$229
+193.6%
1,572
+161.1%
0.00%
+100.0%
Q1 2023$78
-100.0%
602
-59.7%
0.00%
-50.0%
Q2 2022$168,000
+30.2%
1,493
+58.3%
0.00%
+100.0%
Q1 2022$129,000
-99.6%
943
-99.7%
0.00%
-99.8%
Q3 2017$28,775,000
+3.4%
301,282
-1.1%
0.48%0.0%
Q2 2017$27,840,000
+6.4%
304,590
+2.3%
0.48%
-2.6%
Q1 2017$26,156,000
+6.2%
297,774
+4.3%
0.49%
+2.9%
Q4 2016$24,626,000
+18.7%
285,392
-8.4%
0.48%
+22.8%
Q3 2016$20,744,000
+13.9%
311,514
+6.3%
0.39%
+3.7%
Q2 2016$18,216,000
+10.8%
293,148
+5.6%
0.38%
+3.3%
Q1 2016$16,442,000
-26.8%
277,635
-18.4%
0.36%
-30.9%
Q4 2015$22,467,000
+8.6%
340,251
+0.3%
0.53%
+6.7%
Q3 2015$20,691,000
-8.7%
339,368
+1.4%
0.49%
-4.3%
Q2 2015$22,667,000
+11.8%
334,523
-0.0%
0.52%
+11.9%
Q1 2015$20,267,000
+1.2%
334,555
+4.5%
0.46%
-3.8%
Q4 2014$20,028,000
+27.8%
320,046
+23.0%
0.48%
+16.5%
Q3 2014$15,670,000
+6.8%
260,132
+2.2%
0.41%
+10.5%
Q2 2014$14,673,000
-6.4%
254,649
-1.4%
0.37%
-11.4%
Q1 2014$15,677,000
+55.9%
258,225
+50.2%
0.42%
+53.3%
Q4 2013$10,053,000
+15.2%
171,905
+1.8%
0.27%
+2.6%
Q3 2013$8,730,000168,8840.27%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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