HARVEY INVESTMENT CO LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
HARVEY INVESTMENT CO LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$3,897
+1.0%
19,2660.0%0.47%
+7.1%
Q1 2024$3,859
+17.8%
19,2660.0%0.44%
+9.8%
Q4 2023$3,277
+17.3%
19,2660.0%0.40%
+8.5%
Q3 2023$2,794
-0.3%
19,2660.0%0.36%
-0.3%
Q2 2023$2,802
+11.6%
19,2660.0%0.37%
+17.3%
Q1 2023$2,511
-3.7%
19,266
-0.9%
0.31%
-7.1%
Q4 2022$2,608
-99.9%
19,446
+1.9%
0.34%
+16.3%
Q3 2022$1,994,000
-9.9%
19,086
-2.9%
0.29%
-7.1%
Q2 2022$2,214,000
-17.4%
19,661
-0.0%
0.31%
-5.5%
Q1 2022$2,680,000
-13.9%
19,6630.0%0.33%
-8.9%
Q4 2021$3,114,000
-3.3%
19,6630.0%0.36%
-13.8%
Q3 2021$3,219,000
+4.2%
19,663
-1.0%
0.42%
+2.9%
Q2 2021$3,089,000
-1.2%
19,863
-3.3%
0.41%
-8.5%
Q1 2021$3,126,000
+18.0%
20,538
-1.5%
0.44%
+19.3%
Q4 2020$2,650,000
+23.7%
20,855
-6.3%
0.37%
+11.3%
Q3 2020$2,142,000
+2.3%
22,2550.0%0.34%
-5.6%
Q2 2020$2,093,000
+10.2%
22,255
+5.5%
0.36%
-4.6%
Q1 2020$1,899,000
-36.9%
21,096
-2.3%
0.37%
-19.8%
Q4 2019$3,010,000
+18.4%
21,5960.0%0.46%
+10.2%
Q3 2019$2,542,000
+5.3%
21,5960.0%0.42%
+3.4%
Q2 2019$2,414,000
+10.9%
21,596
+0.4%
0.41%
+8.8%
Q1 2019$2,177,000
+4.2%
21,506
+0.5%
0.37%
-7.2%
Q4 2018$2,089,000
-13.5%
21,3980.0%0.40%
-3.6%
Q3 2018$2,415,000
+5.4%
21,398
-2.7%
0.42%
-1.2%
Q2 2018$2,292,000
-8.2%
21,998
-3.2%
0.42%
-8.2%
Q1 2018$2,498,000
+18.2%
22,714
+14.9%
0.46%
+20.1%
Q4 2017$2,114,000
+12.0%
19,7670.0%0.38%
+2.9%
Q3 2017$1,888,000
-28.3%
19,767
-31.4%
0.37%
-30.0%
Q2 2017$2,632,000
+1.5%
28,795
-2.4%
0.53%
-0.7%
Q1 2017$2,593,000
-12.3%
29,517
-13.9%
0.54%
-13.8%
Q4 2016$2,957,000
+29.6%
34,2670.0%0.62%
+28.5%
Q3 2016$2,282,000
+11.0%
34,267
+3.6%
0.48%
+8.5%
Q2 2016$2,055,000
+5.0%
33,0670.0%0.45%
+2.8%
Q1 2016$1,958,000
-9.8%
33,067
+0.6%
0.44%
-12.3%
Q4 2015$2,170,000
+8.9%
32,867
+0.5%
0.50%
+3.3%
Q3 2015$1,993,000
-10.0%
32,6960.0%0.48%
-6.8%
Q2 2015$2,215,000
+11.8%
32,6960.0%0.52%
+9.3%
Q1 2015$1,981,000
-3.2%
32,6960.0%0.47%
-1.1%
Q4 2014$2,046,000
+3.9%
32,6960.0%0.48%
-4.2%
Q3 2014$1,970,000
+4.6%
32,6960.0%0.50%
+6.0%
Q2 2014$1,884,000
-5.1%
32,6960.0%0.47%
-8.4%
Q1 2014$1,985,000
+7.2%
32,696
+3.2%
0.51%
+4.3%
Q4 2013$1,852,000
+4.2%
31,671
-7.9%
0.49%
-2.4%
Q3 2013$1,777,000
-3.9%
34,382
-1.9%
0.50%
-9.4%
Q2 2013$1,850,00035,0400.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders