BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 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
BOYD WATTERSON ASSET MANAGEMENT LLC/OH ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,406,316
-0.5%
44,175
-0.2%
2.81%
+9.3%
Q2 2023$6,436,129
+13.4%
44,253
+1.6%
2.57%
+10.9%
Q1 2023$5,674,370
-1.2%
43,545
+1.7%
2.32%
-2.4%
Q4 2022$5,741,962
+28.4%
42,819
+0.0%
2.37%
+16.4%
Q3 2022$4,472,000
-7.0%
42,798
+0.3%
2.04%
-0.8%
Q2 2022$4,807,000
-18.1%
42,690
-0.8%
2.06%
-4.3%
Q1 2022$5,869,000
-12.7%
43,054
+1.4%
2.15%
-4.2%
Q4 2021$6,722,000
-4.1%
42,449
-0.8%
2.24%
-13.4%
Q3 2021$7,006,000
+5.9%
42,801
+0.7%
2.59%
-3.2%
Q2 2021$6,614,000
+2.2%
42,521
+0.1%
2.67%
-5.5%
Q1 2021$6,469,000
+19.7%
42,496
-0.1%
2.83%
+9.9%
Q4 2020$5,406,000
+33.4%
42,541
+1.0%
2.58%
+15.1%
Q3 2020$4,053,000
+28.3%
42,101
+25.4%
2.24%
+4.4%
Q2 2020$3,159,000
+4.6%
33,585
+0.1%
2.14%
-13.2%
Q1 2020$3,020,000
-34.1%
33,543
+2.0%
2.47%
-18.0%
Q4 2019$4,584,000
+18.2%
32,887
-0.2%
3.01%
+10.9%
Q3 2019$3,879,000
+4.1%
32,957
-1.1%
2.72%
+6.8%
Q2 2019$3,727,000
+3.9%
33,339
-5.9%
2.54%
+12.3%
Q1 2019$3,586,000
+9.8%
35,422
+5.9%
2.26%
-5.1%
Q4 2018$3,267,000
-22.4%
33,463
-10.4%
2.38%
-1.0%
Q3 2018$4,212,000
+8.8%
37,328
+0.5%
2.41%
+8.4%
Q2 2018$3,871,000
-6.0%
37,147
-0.8%
2.22%
+8.7%
Q1 2018$4,118,000
+0.6%
37,444
-2.2%
2.04%
+3.5%
Q4 2017$4,093,000
+12.0%
38,270
-0.0%
1.98%
+9.3%
Q3 2017$3,656,000
+2.8%
38,278
-1.6%
1.81%
-0.7%
Q2 2017$3,556,000
-0.9%
38,911
-4.7%
1.82%
+1.2%
Q1 2017$3,587,000
-5.4%
40,833
-7.1%
1.80%
-10.5%
Q4 2016$3,792,00043,9412.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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