HARBOR ADVISORY CORP /MA/ - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
HARBOR ADVISORY CORP /MA/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,583,850
-0.8%
38,504
-0.5%
2.02%
+1.9%
Q2 2023$5,628,383
+11.4%
38,699
-0.2%
1.99%
+3.0%
Q1 2023$5,053,291
+0.0%
38,779
+3.0%
1.93%
-6.5%
Q4 2022$5,050,877
+13.0%
37,665
-12.0%
2.06%
+0.2%
Q3 2022$4,470,000
-11.0%
42,778
-4.0%
2.06%
-6.4%
Q2 2022$5,020,000
+14.0%
44,580
+38.0%
2.20%
+24.4%
Q1 2022$4,405,000
+21.8%
32,316
+41.4%
1.77%
+20.5%
Q4 2021$3,618,000
-2.4%
22,848
+0.9%
1.47%
-8.8%
Q3 2021$3,707,000
+5.6%
22,648
+0.4%
1.61%
+1.6%
Q2 2021$3,509,000
+8.9%
22,563
+6.6%
1.58%
+23.6%
Q1 2021$3,221,000
+18.4%
21,162
-1.2%
1.28%
-11.1%
Q4 2020$2,721,000
+48.5%
21,412
+12.5%
1.44%
-19.8%
Q3 2020$1,832,000
+55.4%
19,031
+51.9%
1.80%
+50.3%
Q2 2020$1,179,000
+0.9%
12,531
-3.5%
1.20%
-4.7%
Q1 2020$1,169,000
-29.3%
12,981
+9.5%
1.25%
-8.8%
Q4 2019$1,653,000
+17.5%
11,856
-0.8%
1.38%
+12.0%
Q3 2019$1,407,000
+6.1%
11,956
+0.8%
1.23%
+4.9%
Q2 2019$1,326,000
+9.0%
11,856
-1.4%
1.17%
+7.6%
Q1 2019$1,217,000
+9.1%
12,026
+5.3%
1.09%
-1.4%
Q4 2018$1,115,000
-13.5%
11,4260.0%1.10%
-1.2%
Q3 2018$1,289,000
+8.0%
11,426
-0.2%
1.12%
+4.2%
Q2 2018$1,193,000
-12.0%
11,451
-7.1%
1.07%
-13.7%
Q1 2018$1,355,000
+0.7%
12,326
-2.0%
1.24%
-3.5%
Q4 2017$1,346,00012,5831.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders