DOCK STREET ASSET MANAGEMENT INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
DOCK STREET ASSET MANAGEMENT INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$372,701
-4.0%
2,570
-3.7%
0.06%
-3.0%
Q2 2023$388,325
+11.6%
2,6700.0%0.07%
-1.5%
Q1 2023$347,928
-2.8%
2,6700.0%0.07%
-18.1%
Q4 2022$358,047
+28.3%
2,6700.0%0.08%
+23.9%
Q3 2022$279,000
-7.3%
2,6700.0%0.07%
+1.5%
Q2 2022$301,000
-17.3%
2,6700.0%0.07%
+1.5%
Q1 2022$364,000
-15.3%
2,670
-1.7%
0.06%
-8.5%
Q4 2021$430,000
-3.2%
2,7150.0%0.07%
-14.5%
Q3 2021$444,000
+5.2%
2,7150.0%0.08%
+5.1%
Q2 2021$422,000
+4.5%
2,715
+2.2%
0.08%
-6.0%
Q1 2021$404,000
+20.6%
2,657
+0.8%
0.08%
+20.0%
Q4 2020$335,000
+18.4%
2,636
-10.2%
0.07%
-2.8%
Q3 2020$283,000
+2.5%
2,9360.0%0.07%
-5.3%
Q2 2020$276,000
+17.9%
2,936
+12.8%
0.08%
-7.3%
Q1 2020$234,000
-57.0%
2,603
-33.3%
0.08%
-47.8%
Q4 2019$544,000
+18.5%
3,9030.0%0.16%
+0.6%
Q3 2019$459,000
+5.3%
3,9030.0%0.16%
+6.1%
Q2 2019$436,000
+9.3%
3,903
-1.1%
0.15%
+8.1%
Q1 2019$399,000
+3.6%
3,9460.0%0.14%
-7.5%
Q4 2018$385,000
-13.5%
3,9460.0%0.15%
+5.8%
Q3 2018$445,000
+8.3%
3,9460.0%0.14%
-2.1%
Q2 2018$411,000
-5.3%
3,9460.0%0.14%
-12.9%
Q1 2018$434,000
+7.7%
3,946
+4.8%
0.16%
+4.5%
Q4 2017$403,000
+45.5%
3,766
+30.1%
0.16%
+28.9%
Q3 2017$277,000
+4.5%
2,8950.0%0.12%
-2.4%
Q2 2017$265,000
+6.9%
2,895
+2.7%
0.12%
+7.8%
Q1 2017$248,000
+2.1%
2,8190.0%0.12%
-12.2%
Q4 2016$243,000
+8.0%
2,819
-15.1%
0.13%
-3.0%
Q2 2015$225,000
-14.1%
3,319
-23.2%
0.14%
-9.4%
Q1 2015$262,000
-13.2%
4,319
-10.4%
0.15%
-6.3%
Q4 2014$302,000
+4.1%
4,8190.0%0.16%
-8.1%
Q3 2014$290,000
+4.3%
4,8190.0%0.17%
+16.9%
Q2 2014$278,000
-51.7%
4,819
-50.0%
0.15%
+2.1%
Q1 2014$575,000
+103.9%
9,638
+100.0%
0.14%
+7.4%
Q4 2013$282,000
+13.3%
4,8190.0%0.14%
-2.9%
Q3 2013$249,000
-2.0%
4,8190.0%0.14%
-13.7%
Q2 2013$254,0004,8190.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders