SIGMA INVESTMENT COUNSELORS INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,210 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 1.05 and the average weighting 1.2%.

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
SIGMA INVESTMENT COUNSELORS INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,306,481
-1.0%
57,278
-0.7%
0.63%
+1.8%
Q2 2023$8,387,234
+11.4%
57,668
-0.2%
0.62%
+5.5%
Q1 2023$7,528,447
-6.7%
57,773
-4.0%
0.58%
-11.9%
Q4 2022$8,068,868
+24.9%
60,171
-2.6%
0.66%
+20.5%
Q3 2022$6,458,000
-7.5%
61,795
-0.3%
0.55%
-3.2%
Q2 2022$6,978,000
-17.2%
61,966
+0.3%
0.57%
-6.0%
Q1 2022$8,423,000
-12.6%
61,787
+1.5%
0.60%
-10.4%
Q4 2021$9,639,000
-3.6%
60,872
-0.3%
0.67%
-8.9%
Q3 2021$9,996,000
+6.2%
61,070
+0.9%
0.74%
+4.8%
Q2 2021$9,412,000
+2.5%
60,511
+0.4%
0.71%
-5.2%
Q1 2021$9,178,000
+16.8%
60,289
-2.5%
0.74%
+10.2%
Q4 2020$7,856,000
+141.6%
61,823
+83.1%
0.68%
+6.8%
Q3 2020$3,251,000
-46.8%
33,768
-48.0%
0.63%
-2.3%
Q2 2020$6,107,000
+10.6%
64,930
+5.9%
0.65%
-8.0%
Q1 2020$5,521,000
-34.4%
61,326
+1.6%
0.70%
-20.2%
Q4 2019$8,411,000
+18.0%
60,340
-0.3%
0.88%
+8.9%
Q3 2019$7,126,000
+5.0%
60,546
-0.2%
0.81%
+1.6%
Q2 2019$6,784,000
+9.3%
60,676
-1.0%
0.80%
+4.9%
Q1 2019$6,204,000
+3.8%
61,288
+0.1%
0.76%
-8.7%
Q4 2018$5,977,000
-13.0%
61,232
+0.6%
0.83%
-2.6%
Q3 2018$6,870,000
+10.4%
60,883
+2.0%
0.85%
+3.8%
Q2 2018$6,222,000
-5.1%
59,712
+0.2%
0.82%
-7.5%
Q1 2018$6,554,000
-9.0%
59,599
-11.5%
0.89%
-9.6%
Q4 2017$7,205,000
+9.8%
67,376
-1.9%
0.98%
+5.5%
Q3 2017$6,562,000
+6.4%
68,704
+1.8%
0.93%
-1.4%
Q2 2017$6,167,000
+4.5%
67,478
+0.4%
0.95%
+0.7%
Q1 2017$5,904,000
-7.0%
67,212
-8.7%
0.94%
-7.7%
Q4 2016$6,350,000
+29.1%
73,590
-0.3%
1.02%
+25.1%
Q3 2016$4,917,000
+8.2%
73,841
+1.0%
0.81%
+4.9%
Q2 2016$4,545,000
+4.8%
73,138
-0.1%
0.78%
+1.0%
Q1 2016$4,335,000
-9.2%
73,195
+1.3%
0.77%
-12.5%
Q4 2015$4,773,000
+5.9%
72,279
-2.2%
0.88%
+0.5%
Q3 2015$4,507,000
-10.7%
73,924
-0.8%
0.87%
-6.9%
Q2 2015$5,049,000
+9.9%
74,508
-1.8%
0.94%
+9.1%
Q1 2015$4,596,000
-4.3%
75,866
-1.2%
0.86%
-5.5%
Q4 2014$4,803,000
+6.5%
76,755
+2.6%
0.91%
+4.5%
Q3 2014$4,508,000
+5.5%
74,839
+1.0%
0.87%
+4.4%
Q2 2014$4,271,000
-5.8%
74,124
-0.8%
0.83%
-9.1%
Q1 2014$4,535,000
+2.4%
74,699
-1.3%
0.92%
-3.9%
Q4 2013$4,428,000
+10.6%
75,711
-2.2%
0.95%
+3.2%
Q3 2013$4,003,000
-3.1%
77,444
-1.0%
0.92%
-14.0%
Q2 2013$4,131,00078,2501.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2017
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders