BURKE & HERBERT BANK & TRUST CO - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
BURKE & HERBERT BANK & TRUST CO ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$928,998
-13.6%
6,406
-13.4%
0.75%
+3.3%
Q2 2023$1,075,528
+2.9%
7,395
-7.8%
0.73%
-5.2%
Q1 2023$1,044,826
+96197.3%
8,018
-0.9%
0.77%
-4.8%
Q4 2022$1,085
-99.9%
8,092
-16.9%
0.81%
-4.4%
Q3 2022$1,018,000
-12.8%
9,742
-6.0%
0.84%
-4.2%
Q2 2022$1,168,000
-23.4%
10,367
-7.3%
0.88%
-9.1%
Q1 2022$1,525,000
-21.3%
11,185
-8.5%
0.97%
-14.7%
Q4 2021$1,937,000
+15.1%
12,230
+19.0%
1.14%
+4.5%
Q3 2021$1,683,000
+12.3%
10,280
+6.7%
1.09%
+12.9%
Q2 2021$1,498,000
+1.6%
9,633
-0.6%
0.96%
-4.7%
Q1 2021$1,475,000
+19.2%
9,690
-0.5%
1.01%
+15.3%
Q4 2020$1,237,000
+15.0%
9,736
-12.9%
0.88%
+3.5%
Q3 2020$1,076,000
+9.9%
11,179
+7.4%
0.85%
-0.5%
Q2 2020$979,000
+2.0%
10,412
-2.3%
0.85%
-12.6%
Q1 2020$960,000
-36.8%
10,662
-2.1%
0.97%
-16.9%
Q4 2019$1,519,000
+18.5%
10,8920.0%1.17%
+3.2%
Q3 2019$1,282,000
+4.7%
10,892
-0.6%
1.14%
+5.3%
Q2 2019$1,225,000
+9.5%
10,962
-0.8%
1.08%
+9.0%
Q1 2019$1,119,000
+3.7%
11,0530.0%0.99%
-7.0%
Q4 2018$1,079,000
-13.5%
11,0530.0%1.06%
+0.3%
Q3 2018$1,248,000
+8.5%
11,053
+0.2%
1.06%
+2.5%
Q2 2018$1,150,000
-3.5%
11,033
+1.8%
1.03%
-3.5%
Q1 2018$1,192,000
+2.8%
10,8330.0%1.07%
+8.1%
Q4 2017$1,159,000
+12.0%
10,8330.0%0.99%
+6.0%
Q3 2017$1,035,000
+4.5%
10,8330.0%0.94%
+3.9%
Q2 2017$990,000
+4.0%
10,8330.0%0.90%
+5.6%
Q1 2017$952,000
-0.5%
10,833
-2.3%
0.85%
-1.6%
Q4 2016$957,000
+19.0%
11,083
-8.2%
0.87%
+19.1%
Q3 2016$804,000
+17.4%
12,073
+9.6%
0.73%
+17.0%
Q2 2016$685,000
+30.0%
11,014
+23.6%
0.62%
+22.0%
Q1 2016$527,000
+3.1%
8,911
+15.0%
0.51%
-4.3%
Q4 2015$511,000
+8.3%
7,7460.0%0.53%
+0.4%
Q3 2015$472,000
+0.2%
7,746
+11.5%
0.53%
+6.0%
Q2 2015$471,000
+13.2%
6,945
+1.1%
0.50%
+10.6%
Q1 2015$416,000
-15.6%
6,870
-12.9%
0.45%
-8.1%
Q4 2014$493,000
+3.8%
7,8860.0%0.49%
+6.2%
Q3 2014$475,000
+4.4%
7,8860.0%0.46%
+11.3%
Q2 2014$455,000
-1.9%
7,886
+3.1%
0.42%
-8.6%
Q1 2014$464,000
+6.2%
7,646
+2.2%
0.46%
+4.8%
Q4 2013$437,000
+16.8%
7,479
+3.2%
0.44%
+3.3%
Q3 2013$374,000
-2.3%
7,2460.0%0.42%
-5.8%
Q2 2013$383,0007,2460.45%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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