Avalon Investment & Advisory - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Avalon Investment & Advisory ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$48,243,266
+92470.8%
370,219
-4.7%
1.32%
-11.0%
Q4 2022$52,115
-99.9%
388,624
-3.0%
1.48%
+14.4%
Q3 2022$41,857,000
-24.3%
400,549
-18.4%
1.30%
-16.8%
Q2 2022$55,292,000
-13.9%
491,008
+4.2%
1.56%
+0.5%
Q1 2022$64,225,000
-2.1%
471,136
+13.7%
1.55%
-4.0%
Q4 2021$65,609,000
-16.5%
414,326
-13.6%
1.62%
-11.1%
Q3 2021$78,535,000
+0.7%
479,781
-4.3%
1.82%
+5.1%
Q2 2021$77,995,000
-10.4%
501,447
-12.3%
1.73%
-13.3%
Q1 2021$87,014,000
+10.5%
571,593
-7.8%
2.00%
+24.3%
Q4 2020$78,755,000
+28.2%
619,779
-2.9%
1.60%
+17.6%
Q3 2020$61,447,000
+15.8%
638,279
+13.1%
1.36%
+11.5%
Q2 2020$53,078,000
-2.7%
564,302
-6.9%
1.22%
-12.1%
Q1 2020$54,565,000
-32.0%
606,071
+5.2%
1.39%
-15.1%
Q4 2019$80,293,000
+23.5%
575,993
+4.2%
1.64%
+14.3%
Q3 2019$65,031,000
+19.2%
552,561
+13.2%
1.44%
+18.8%
Q2 2019$54,578,000
-6.2%
488,173
-15.1%
1.21%
-8.7%
Q1 2019$58,186,000
+3.2%
574,794
-0.5%
1.32%
-9.1%
Q4 2018$56,400,000
+7.4%
577,750
+24.2%
1.46%
-1.2%
Q3 2018$52,504,000
+43.3%
465,297
+32.3%
1.47%
+35.7%
Q2 2018$36,633,000
-6.7%
351,567
-1.5%
1.09%
-10.5%
Q1 2018$39,253,000
+5.2%
356,943
+2.3%
1.21%
+3.9%
Q4 2017$37,308,000
+11.0%
348,874
-0.9%
1.17%
+9.2%
Q3 2017$33,614,000
+33.2%
351,944
+27.5%
1.07%
+27.7%
Q2 2017$25,237,000
+5.6%
276,121
+1.5%
0.84%
+2.2%
Q1 2017$23,905,000
-59.7%
272,138
-60.4%
0.82%
-61.7%
Q4 2016$59,342,000
+33.0%
687,705
+2.7%
2.14%
+27.7%
Q3 2016$44,602,000
-9.9%
669,801
-15.9%
1.68%
-12.3%
Q2 2016$49,483,000
+9.6%
796,322
+4.4%
1.91%
-2.3%
Q1 2016$45,158,000
-4.3%
762,543
+6.7%
1.96%
-3.7%
Q4 2015$47,182,000
+1.6%
714,554
-6.2%
2.04%
-0.7%
Q3 2015$46,438,000
-6.5%
761,646
+3.9%
2.05%
-4.1%
Q2 2015$49,649,000
+52.8%
732,712
+35.7%
2.14%
+50.6%
Q1 2015$32,486,000
-1.4%
539,811
+2.5%
1.42%
-5.5%
Q4 2014$32,951,000
+17.9%
526,541
+13.4%
1.50%
+6.4%
Q3 2014$27,960,000
+4.9%
464,149
+0.4%
1.41%
+4.8%
Q2 2014$26,650,000
-6.0%
462,517
-1.0%
1.35%
-13.9%
Q1 2014$28,362,000
+1.0%
467,164
-2.7%
1.56%
-0.3%
Q4 2013$28,076,000
+13.1%
480,104
-0.1%
1.57%
-2.1%
Q3 2013$24,829,000
-6.9%
480,353
-5.0%
1.60%
+0.7%
Q2 2013$26,679,000505,3861.59%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders