ALPINE WOODS CAPITAL INVESTORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
ALPINE WOODS CAPITAL INVESTORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,697
-2.7%
135,822
-2.4%
3.17%
+0.4%
Q2 2023$20,239
+11.5%
139,157
-0.1%
3.16%
+15.3%
Q1 2023$18,159
-9.8%
139,351
-7.2%
2.74%
-6.5%
Q4 2022$20,136
-99.9%
150,156
-5.2%
2.93%
+30.2%
Q3 2022$16,546,000
-7.5%
158,338
-0.4%
2.25%
+0.6%
Q2 2022$17,893,000
-15.8%
158,895
+1.9%
2.24%
+0.1%
Q1 2022$21,257,000
+28.7%
155,932
+49.4%
2.24%
+37.2%
Q4 2021$16,523,000
-1.5%
104,347
+1.8%
1.63%
-9.1%
Q3 2021$16,779,000
+3.5%
102,506
-1.7%
1.80%
+6.8%
Q2 2021$16,212,000
-0.8%
104,232
-2.9%
1.68%
-7.4%
Q1 2021$16,348,000
+20.7%
107,387
+0.8%
1.81%
+9.9%
Q4 2020$13,544,000
+55.7%
106,587
+17.9%
1.65%
+25.6%
Q3 2020$8,700,000
+104.0%
90,372
+99.4%
1.32%
+60.2%
Q2 2020$4,264,000
+51.4%
45,329
+44.9%
0.82%
+30.9%
Q1 2020$2,817,000
-36.5%
31,293
-1.6%
0.63%
-25.4%
Q4 2019$4,433,000
+17.2%
31,804
-1.0%
0.84%
+20.5%
Q3 2019$3,783,000
+5.2%
32,140
-0.0%
0.70%
-6.3%
Q2 2019$3,595,000
+10.3%
32,154
-0.1%
0.74%
+4.9%
Q1 2019$3,260,000
+6.0%
32,200
+2.2%
0.71%
-3.8%
Q4 2018$3,075,000
-13.0%
31,503
+0.6%
0.74%
+1.7%
Q3 2018$3,533,000
+7.6%
31,310
-0.6%
0.73%
+1.4%
Q2 2018$3,283,000
-40.6%
31,510
-37.3%
0.72%
+144.4%
Q1 2018$5,523,000
-4.8%
50,227
-7.4%
0.29%
+1.0%
Q4 2017$5,799,000
+4.3%
54,227
-6.9%
0.29%
+2.1%
Q3 2017$5,561,000
+4.5%
58,2270.0%0.28%0.0%
Q2 2017$5,322,000
+4.0%
58,2270.0%0.28%
+4.4%
Q1 2017$5,115,000
+2.7%
58,227
+0.9%
0.27%
-1.1%
Q4 2016$4,981,000
+12.3%
57,727
-13.4%
0.28%
+12.2%
Q3 2016$4,437,000
+2.5%
66,627
-4.3%
0.24%
-5.4%
Q2 2016$4,327,000
-12.1%
69,627
-16.2%
0.26%
-9.4%
Q1 2016$4,923,000
-12.6%
83,127
-2.6%
0.29%
-5.6%
Q4 2015$5,634,000
+11.6%
85,327
+3.0%
0.30%
+10.2%
Q3 2015$5,050,000
-9.5%
82,827
+0.6%
0.28%
-3.5%
Q2 2015$5,579,000
+12.3%
82,327
+0.4%
0.28%
+12.6%
Q1 2015$4,969,000
-9.6%
82,027
-6.6%
0.25%
-10.3%
Q4 2014$5,496,000
+3.9%
87,8270.0%0.28%0.0%
Q3 2014$5,291,000
-1.7%
87,827
-6.0%
0.28%
+101.4%
Q2 2014$5,383,000
-6.7%
93,427
-1.7%
0.14%
-56.0%
Q1 2014$5,769,000
+6.0%
95,027
+2.1%
0.32%
+2.3%
Q4 2013$5,440,000
+9.6%
93,027
-3.1%
0.31%
+2.0%
Q3 2013$4,964,000
-2.1%
96,0270.0%0.30%
-5.6%
Q2 2013$5,069,00096,0270.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders