BOURGEON CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
BOURGEON CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$18,716,946
-1.7%
129,065
-1.5%
4.39%
-1.1%
Q2 2023$19,050,225
+10.1%
130,983
-1.4%
4.44%
+7.8%
Q1 2023$17,307,900
-2.2%
132,821
+0.6%
4.12%
-5.1%
Q4 2022$17,704,358
+29.8%
132,024
+1.2%
4.34%
+15.8%
Q3 2022$13,637,000
-3.9%
130,500
+3.5%
3.75%
-0.1%
Q2 2022$14,196,000
-14.2%
126,065
+3.9%
3.76%
+0.3%
Q1 2022$16,537,000
-7.9%
121,309
+7.0%
3.74%
+1.1%
Q4 2021$17,955,000
-5.4%
113,387
-2.3%
3.70%
-8.8%
Q3 2021$18,989,000
+4.7%
116,007
-0.5%
4.06%
+4.0%
Q2 2021$18,136,000
+3.8%
116,603
+1.6%
3.90%
+0.7%
Q1 2021$17,470,000
+19.6%
114,761
-0.2%
3.88%
+7.5%
Q4 2020$14,606,000
+31.5%
114,945
-0.3%
3.60%
+7.2%
Q3 2020$11,104,000
+2.4%
115,342
+0.1%
3.36%
-12.7%
Q2 2020$10,841,000
+34.6%
115,254
+28.8%
3.86%
-7.6%
Q1 2020$8,055,000
-11.1%
89,467
+37.6%
4.17%
-2.5%
Q4 2019$9,064,000
+17.3%
65,020
-0.9%
4.28%
+2.2%
Q3 2019$7,726,000
+6.0%
65,643
+0.7%
4.19%
-1.0%
Q2 2019$7,287,000
+10.6%
65,183
+0.2%
4.23%
+9.5%
Q1 2019$6,588,000
+2.5%
65,081
-1.1%
3.86%
-8.1%
Q4 2018$6,426,000
-17.6%
65,831
-4.8%
4.20%
+4.5%
Q3 2018$7,801,000
+1.2%
69,134
-6.5%
4.02%
-2.9%
Q2 2018$7,706,000
-5.2%
73,958
+0.1%
4.14%
-6.7%
Q1 2018$8,127,000
+1.7%
73,901
-1.1%
4.44%
+1.7%
Q4 2017$7,994,000
+9.9%
74,749
-1.9%
4.37%
+1.9%
Q3 2017$7,276,000
+3.8%
76,176
-0.7%
4.29%
-2.3%
Q2 2017$7,009,000
+5.3%
76,684
+1.2%
4.39%
+5.7%
Q1 2017$6,654,000
+2.2%
75,756
+0.4%
4.15%
+1.6%
Q4 2016$6,511,000
+7.2%
75,453
-17.3%
4.09%
+5.1%
Q3 2016$6,073,000
+0.6%
91,192
-6.2%
3.89%
-0.7%
Q2 2016$6,039,000
+7.1%
97,191
+2.1%
3.92%
+4.1%
Q1 2016$5,639,000
-11.9%
95,218
-1.8%
3.77%
-8.3%
Q4 2015$6,403,000
+7.9%
96,964
-0.4%
4.11%
-0.8%
Q3 2015$5,936,000
-2.5%
97,367
+8.4%
4.14%
+12.4%
Q2 2015$6,086,000
+11.6%
89,816
-0.2%
3.69%
+10.5%
Q1 2015$5,452,000
-4.2%
90,004
-1.0%
3.34%
-3.9%
Q4 2014$5,692,000
+2.6%
90,953
-1.3%
3.47%
+7.3%
Q3 2014$5,550,000
+5.6%
92,135
+1.0%
3.24%
+12.9%
Q2 2014$5,258,000
+8.5%
91,250
+14.3%
2.86%
-6.2%
Q1 2014$4,847,000
+12.6%
79,832
+8.5%
3.05%
+10.4%
Q4 2013$4,303,000
+14.4%
73,582
+1.1%
2.77%
+9.1%
Q3 2013$3,761,000
+16.6%
72,757
+19.1%
2.54%
+10.4%
Q2 2013$3,226,00061,1072.30%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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