IRONWOOD INVESTMENT MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
IRONWOOD INVESTMENT MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,064,157
-0.3%
7,3380.0%0.65%
+5.7%
Q2 2023$1,067,239
+11.6%
7,3380.0%0.62%
+2.8%
Q1 2023$956,215
-2.8%
7,3380.0%0.60%
-7.9%
Q4 2022$984,026
+20.0%
7,338
-6.5%
0.65%
+13.1%
Q3 2022$820,000
-7.2%
7,8480.0%0.57%
-2.9%
Q2 2022$884,000
-17.4%
7,8480.0%0.59%
+1.5%
Q1 2022$1,070,000
-13.9%
7,8480.0%0.58%
-5.4%
Q4 2021$1,243,000
-3.3%
7,8480.0%0.62%
-7.7%
Q3 2021$1,285,000
+5.2%
7,8480.0%0.67%
+8.1%
Q2 2021$1,221,000
+2.2%
7,8480.0%0.62%
-2.5%
Q1 2021$1,195,000
+19.9%
7,8480.0%0.63%
+8.2%
Q4 2020$997,000
+31.9%
7,8480.0%0.58%
+8.1%
Q3 2020$756,000
+2.4%
7,8480.0%0.54%
-6.1%
Q2 2020$738,000
+1.2%
7,848
-3.1%
0.58%
-21.2%
Q1 2020$729,000
-42.5%
8,098
-11.0%
0.73%
-16.7%
Q4 2019$1,268,000
+10.5%
9,098
-6.7%
0.88%
+1.9%
Q3 2019$1,148,000
+28.1%
9,755
+21.7%
0.86%
+22.9%
Q2 2019$896,000
+18.5%
8,018
+7.4%
0.70%
+14.0%
Q1 2019$756,000
+16.1%
7,468
+12.0%
0.61%
+2.0%
Q4 2018$651,000
-13.4%
6,6680.0%0.60%
+14.7%
Q3 2018$752,000
+8.2%
6,6680.0%0.52%
+6.5%
Q2 2018$695,000
-5.2%
6,6680.0%0.49%
-7.9%
Q1 2018$733,000
+2.8%
6,6680.0%0.54%
+4.9%
Q4 2017$713,000
+11.9%
6,6680.0%0.51%
+13.8%
Q3 2017$637,000
+4.6%
6,6680.0%0.45%
+1.6%
Q2 2017$609,000
+68.2%
6,668
+61.9%
0.44%
+62.7%
Q1 2017$362,000
+2.0%
4,1180.0%0.27%
+4.6%
Q4 2016$355,000
+29.6%
4,1180.0%0.26%
+23.3%
Q3 2016$274,000
+7.0%
4,1180.0%0.21%
+9.4%
Q2 2016$256,000
+4.9%
4,1180.0%0.19%
+20.0%
Q1 2016$244,000
-10.3%
4,1180.0%0.16%
+42.9%
Q4 2015$272,000
+8.4%
4,1180.0%0.11%
+21.7%
Q3 2015$251,000
-0.4%
4,118
+10.8%
0.09%
+58.6%
Q2 2015$252,000
+12.0%
3,7180.0%0.06%
+38.1%
Q1 2015$225,000
-3.4%
3,7180.0%0.04%0.0%
Q4 2014$233,000
+4.0%
3,7180.0%0.04%
+2.4%
Q3 2014$224,000
+4.7%
3,7180.0%0.04%
+20.6%
Q2 2014$214,000
-5.3%
3,7180.0%0.03%
+3.0%
Q1 2014$226,000
+4.1%
3,7180.0%0.03%
+10.0%
Q4 2013$217,0003,7180.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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