DAVIDSON INVESTMENT ADVISORS - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
DAVIDSON INVESTMENT ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$913,916
+35.2%
6,302
+35.6%
0.06%
+34.9%
Q2 2023$676,005
+11.6%
4,6480.0%0.04%
+7.5%
Q1 2023$605,681
-12.9%
4,648
-10.4%
0.04%
-25.9%
Q4 2022$695,711
-14.7%
5,188
-33.5%
0.05%
-21.7%
Q3 2022$816,000
-21.9%
7,806
-15.9%
0.07%
-22.5%
Q2 2022$1,045,000
-19.7%
9,281
-2.8%
0.09%
-5.3%
Q1 2022$1,302,000
-17.9%
9,551
-4.6%
0.09%
-16.8%
Q4 2021$1,586,000
-92.5%
10,016
-92.3%
0.11%
-93.2%
Q3 2021$21,205,000
+4.7%
129,543
-0.5%
1.65%
+2.0%
Q2 2021$20,247,000
-0.2%
130,172
-2.4%
1.62%
-5.9%
Q1 2021$20,293,000
+16.0%
133,305
-3.2%
1.72%
+6.7%
Q4 2020$17,498,000
+30.1%
137,701
-1.4%
1.61%
+12.7%
Q3 2020$13,445,000
-37.8%
139,661
-39.3%
1.43%
-40.2%
Q2 2020$21,627,000
+1.8%
229,929
-2.5%
2.39%
-12.9%
Q1 2020$21,238,000
-37.2%
235,904
-2.7%
2.74%
-16.5%
Q4 2019$33,808,000
+2.3%
242,524
-13.7%
3.29%
-4.3%
Q3 2019$33,055,000
+5.0%
280,864
-0.2%
3.43%
+4.8%
Q2 2019$31,466,000
+8.1%
281,449
-2.1%
3.28%
+7.5%
Q1 2019$29,098,000
-14.2%
287,449
-17.3%
3.05%
-22.5%
Q4 2018$33,921,000
-13.5%
347,482
-0.1%
3.94%
+1.0%
Q3 2018$39,230,000
+7.8%
347,660
-0.5%
3.90%
+2.0%
Q2 2018$36,408,000
-6.3%
349,401
-1.1%
3.82%
-8.7%
Q1 2018$38,863,000
+0.2%
353,396
-2.6%
4.19%
+3.9%
Q4 2017$38,799,000
+11.7%
362,809
-0.3%
4.03%
+7.3%
Q3 2017$34,748,000
+34.8%
363,825
+29.0%
3.75%
+3.2%
Q2 2017$25,786,000
-5.9%
282,142
-9.6%
3.64%
+2.8%
Q1 2017$27,417,000
+5.3%
312,158
+3.5%
3.54%
-4.6%
Q4 2016$26,026,000
+34.2%
301,657
+3.6%
3.71%
+25.1%
Q3 2016$19,387,000
+10.0%
291,176
+2.6%
2.96%
+0.3%
Q2 2016$17,630,000
+7.0%
283,760
+2.0%
2.96%
+6.1%
Q1 2016$16,469,000
-6.7%
278,144
+4.0%
2.79%
-5.2%
Q4 2015$17,658,000
+12.2%
267,472
+3.6%
2.94%
+3.2%
Q3 2015$15,734,000
-16.4%
258,127
-7.1%
2.85%
+0.7%
Q2 2015$18,819,000
+11.2%
277,772
-0.6%
2.83%
+11.6%
Q1 2015$16,931,000
+11.5%
279,527
+15.2%
2.53%
+11.3%
Q4 2014$15,181,000
-15.9%
242,627
-23.3%
2.28%
+59.7%
Q3 2014$18,045,000
+66.8%
316,147
+68.3%
1.43%
-9.5%
Q2 2014$10,818,000
+13.1%
187,810
+19.1%
1.58%
+8.7%
Q1 2014$9,569,000
+42.9%
157,675
+37.7%
1.45%
+42.2%
Q4 2013$6,695,000
+11.4%
114,540
-1.6%
1.02%
+5.4%
Q3 2013$6,012,000
-1.1%
116,350
+1.0%
0.97%
-4.7%
Q2 2013$6,079,000115,2061.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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