DOWLING & YAHNKE LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 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
DOWLING & YAHNKE LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$9,529,000
-8.6%
91,188
-1.6%
0.44%
-9.6%
Q2 2022$10,431,000
-14.5%
92,629
+3.5%
0.49%
-7.4%
Q1 2022$12,202,000
-14.2%
89,513
-0.3%
0.53%
-22.5%
Q4 2021$14,222,000
-3.4%
89,813
-0.1%
0.68%
-16.1%
Q3 2021$14,718,000
+4.3%
89,913
-0.9%
0.82%
+0.5%
Q2 2021$14,117,000
+1.7%
90,761
-0.4%
0.81%
-14.5%
Q1 2021$13,878,000
+19.7%
91,162
-0.0%
0.95%
+14.8%
Q4 2020$11,590,000
+32.1%
91,206
+0.1%
0.83%
+17.3%
Q3 2020$8,772,000
+1.2%
91,116
-1.2%
0.70%
-3.2%
Q2 2020$8,670,000
+1.3%
92,180
-3.0%
0.73%
-11.8%
Q1 2020$8,555,000
-37.3%
95,020
-2.8%
0.82%
-21.3%
Q4 2019$13,634,000
+15.8%
97,805
-2.2%
1.05%
+7.6%
Q3 2019$11,770,000
+5.0%
100,005
-0.2%
0.97%
+4.7%
Q2 2019$11,208,000
+11.5%
100,247
+1.0%
0.93%
-3.8%
Q1 2019$10,049,000
-8.0%
99,273
+1.1%
0.97%
-14.6%
Q4 2018$10,919,000
+0.1%
98,204
+1.6%
1.13%
+18.8%
Q3 2018$10,904,000
+8.1%
96,633
-0.1%
0.95%
+1.6%
Q2 2018$10,083,000
-5.1%
96,762
+0.1%
0.94%
-5.9%
Q1 2018$10,630,000
-0.4%
96,666
-3.1%
1.00%
+3.2%
Q4 2017$10,673,000
+11.5%
99,801
-0.5%
0.96%
-0.7%
Q3 2017$9,575,000
+4.4%
100,254
-0.1%
0.97%
+0.6%
Q2 2017$9,170,000
+3.9%
100,333
-0.2%
0.97%
+2.7%
Q1 2017$8,830,000
+0.5%
100,522
-1.3%
0.94%
-4.3%
Q4 2016$8,790,000
+27.5%
101,864
-1.6%
0.98%
+22.0%
Q3 2016$6,893,000
+8.2%
103,514
+0.9%
0.81%
+5.4%
Q2 2016$6,373,000
+6.2%
102,559
+1.2%
0.76%
+3.2%
Q1 2016$6,003,000
-9.9%
101,367
+0.5%
0.74%
-11.6%
Q4 2015$6,662,000
+9.1%
100,899
+0.8%
0.84%
+0.8%
Q3 2015$6,105,000
-8.4%
100,131
+1.8%
0.83%
-0.8%
Q2 2015$6,662,000
+10.3%
98,313
-1.4%
0.84%
+11.0%
Q1 2015$6,038,000
-2.7%
99,666
+0.5%
0.76%
-2.2%
Q4 2014$6,204,000
+5.3%
99,145
+1.4%
0.77%
-0.5%
Q3 2014$5,893,000
+5.3%
97,818
+0.7%
0.78%
+7.3%
Q2 2014$5,599,000
-4.8%
97,177
+0.3%
0.72%
-6.7%
Q1 2014$5,882,000
+7.4%
96,881
+3.4%
0.78%
+0.6%
Q4 2013$5,477,000
+26.7%
93,651
+11.9%
0.77%
+13.6%
Q3 2013$4,324,000
-0.3%
83,659
+1.9%
0.68%
-6.1%
Q2 2013$4,336,00082,1310.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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