HENNESSY ADVISORS INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
HENNESSY ADVISORS INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,028,771
-9.1%
76,050
-8.9%
0.77%
-11.7%
Q2 2023$12,136,968
+3.0%
83,450
-7.7%
0.88%
+0.9%
Q1 2023$11,780,024
+96695.6%
90,400
-0.4%
0.87%
+8.4%
Q4 2022$12,170
-99.9%
90,750
+11.7%
0.80%
+36.3%
Q3 2022$8,491,000
-5.3%
81,250
+2.0%
0.59%
+9.3%
Q2 2022$8,969,000
-16.2%
79,650
+1.5%
0.54%
-4.3%
Q1 2022$10,701,000
+30.2%
78,500
+51.3%
0.56%
+20.1%
Q4 2021$8,218,000
-23.0%
51,900
-20.4%
0.47%
-26.7%
Q3 2021$10,673,000
-2.8%
65,200
-7.6%
0.64%
+4.4%
Q2 2021$10,981,000
-0.3%
70,600
-2.4%
0.61%
-4.8%
Q1 2021$11,014,000
+9.6%
72,350
-8.5%
0.64%
-0.8%
Q4 2020$10,051,000
+57.5%
79,100
+19.3%
0.65%
+45.5%
Q3 2020$6,383,000
+16.6%
66,300
+13.9%
0.44%
+16.5%
Q2 2020$5,474,000
+5.7%
58,200
+1.2%
0.38%
-2.1%
Q1 2020$5,177,000
-61.4%
57,500
-40.3%
0.39%
-43.0%
Q4 2019$13,417,000
-7.4%
96,250
-21.8%
0.68%
-6.2%
Q3 2019$14,482,000
+2.9%
123,050
-2.2%
0.73%
+8.0%
Q2 2019$14,070,000
+21.8%
125,850
+10.2%
0.67%
+25.5%
Q1 2019$11,555,000
+147.4%
114,150
+138.6%
0.54%
+134.5%
Q4 2018$4,671,000
+80.0%
47,850
+108.0%
0.23%
+138.5%
Q3 2018$2,595,000
+13.2%
23,000
+4.5%
0.10%
+21.5%
Q2 2018$2,292,000
-5.3%
22,0000.0%0.08%
-2.5%
Q1 2018$2,419,000
-36.0%
22,000
-37.8%
0.08%
-30.2%
Q4 2017$3,782,000
+147.5%
35,370
+121.1%
0.12%
+146.8%
Q3 2017$1,528,000
+4.5%
16,0000.0%0.05%
+4.4%
Q2 2017$1,462,000
-2.1%
16,000
-5.9%
0.04%
+2.3%
Q1 2017$1,493,000
+8.1%
17,000
+6.2%
0.04%
+7.3%
Q4 2016$1,381,000
+72.8%
16,000
+33.3%
0.04%
+78.3%
Q3 2016$799,000
-67.9%
12,000
-70.0%
0.02%
-69.3%
Q2 2016$2,486,000
-39.2%
40,000
-42.0%
0.08%
-39.5%
Q1 2016$4,086,000
-9.0%
69,000
+1.5%
0.12%
-11.4%
Q4 2015$4,490,000
+2.3%
68,000
-5.6%
0.14%
+6.1%
Q3 2015$4,390,000
+9.8%
72,000
+22.0%
0.13%
+10.0%
Q2 2015$3,998,000
+10.0%
59,000
-1.7%
0.12%
+14.3%
Q1 2015$3,635,000
-54.7%
60,000
-53.2%
0.10%
-53.7%
Q4 2014$8,016,000
+12.7%
128,100
+8.5%
0.23%
+6.6%
Q3 2014$7,114,000
-5.1%
118,100
-9.2%
0.21%
-8.2%
Q2 2014$7,496,000
-16.0%
130,100
-11.5%
0.23%
-29.9%
Q1 2014$8,921,000
+69.8%
146,950
+63.6%
0.33%
+54.7%
Q4 2013$5,254,000
+9.5%
89,850
-3.2%
0.21%
-1.4%
Q3 2013$4,799,000
-23.4%
92,850
-21.7%
0.22%
-30.7%
Q2 2013$6,261,000118,6000.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders