Chesley Taft & Associates LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,940 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 1.10 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
Chesley Taft & Associates LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$29,739,251
-0.6%
205,070
-0.3%
1.93%
+5.3%
Q2 2023$29,924,280
+10.7%
205,750
-0.8%
1.83%
+3.4%
Q1 2023$27,033,591
-3.3%
207,456
-0.5%
1.77%
-7.9%
Q4 2022$27,964,812
+28.8%
208,537
+0.3%
1.93%
+20.5%
Q3 2022$21,719,000
-7.5%
207,838
-0.4%
1.60%
-0.2%
Q2 2022$23,488,000
-14.7%
208,577
-0.3%
1.60%
-0.5%
Q1 2022$27,527,000
-17.0%
209,270
-0.1%
1.61%
-6.2%
Q4 2021$33,183,000
-2.2%
209,553
+1.1%
1.72%
-11.3%
Q3 2021$33,928,000
+6.1%
207,269
+0.9%
1.94%
+5.3%
Q2 2021$31,964,000
+1.3%
205,504
+0.1%
1.84%
-2.4%
Q1 2021$31,544,000
+58.0%
205,339
+30.7%
1.88%
+47.7%
Q4 2020$19,960,000
+9.1%
157,082
-17.3%
1.28%
-1.8%
Q3 2020$18,291,000
-1.6%
190,002
-3.8%
1.30%
-8.1%
Q2 2020$18,586,000
+6.8%
197,594
+2.3%
1.41%
-10.7%
Q1 2020$17,397,000
-35.5%
193,236
-0.2%
1.58%
-18.4%
Q4 2019$26,989,000
+19.9%
193,607
+1.2%
1.94%
+11.4%
Q3 2019$22,514,000
-16.3%
191,299
-20.5%
1.74%
-17.0%
Q2 2019$26,900,000
+39.0%
240,612
+25.8%
2.10%
+30.2%
Q1 2019$19,356,000
+7.5%
191,210
+3.7%
1.61%
-7.2%
Q4 2018$18,003,000
-12.5%
184,417
+1.1%
1.74%
+6.2%
Q3 2018$20,583,000
+8.7%
182,407
+0.4%
1.64%
+0.6%
Q2 2018$18,927,000
-4.2%
181,640
+1.1%
1.63%
-7.3%
Q1 2018$19,761,000
+2.5%
179,694
-0.3%
1.76%
+7.5%
Q4 2017$19,282,000
+12.2%
180,308
+0.3%
1.63%
+10.0%
Q3 2017$17,178,000
+8.2%
179,858
+3.6%
1.48%
+3.5%
Q2 2017$15,874,000
+94.9%
173,671
+87.3%
1.43%
+87.0%
Q1 2017$8,146,000
-3.3%
92,732
-5.0%
0.77%
-7.9%
Q4 2016$8,421,000
+34.5%
97,587
+3.8%
0.83%
+32.0%
Q3 2016$6,260,000
+7.8%
94,013
+0.6%
0.63%
+6.1%
Q2 2016$5,805,000
+5.6%
93,417
+0.6%
0.60%
+2.6%
Q1 2016$5,498,000
-5.8%
92,837
+5.0%
0.58%
-5.4%
Q4 2015$5,836,000
+3.3%
88,379
-4.6%
0.61%
-0.5%
Q3 2015$5,647,000
-9.2%
92,612
+1.0%
0.62%
-2.8%
Q2 2015$6,216,000
+11.9%
91,737
+0.1%
0.63%
+11.2%
Q1 2015$5,553,000
-5.3%
91,661
-2.1%
0.57%
-3.9%
Q4 2014$5,862,000
+3.7%
93,666
-0.2%
0.59%
+0.2%
Q3 2014$5,655,000
-5.1%
93,881
-9.2%
0.59%
-3.9%
Q2 2014$5,959,000
-4.3%
103,426
+0.8%
0.62%
-7.6%
Q1 2014$6,229,000
+4.7%
102,605
+0.9%
0.67%
+12.5%
Q4 2013$5,949,000
+5.5%
101,725
-6.8%
0.59%
-3.6%
Q3 2013$5,639,000
-2.0%
109,102
+0.1%
0.62%
-7.8%
Q2 2013$5,756,000109,0280.67%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2015
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders