PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - 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
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,228,970
+0.5%
77,430
+0.8%
0.72%
+5.6%
Q2 2023$11,167,767
+10.1%
76,786
-1.4%
0.68%
+4.1%
Q1 2023$10,147,357
-3.3%
77,871
-0.5%
0.65%
-3.7%
Q4 2022$10,492,114
+30.6%
78,241
+1.8%
0.68%
+21.0%
Q3 2022$8,031,000
-7.2%
76,854
+0.0%
0.56%
-7.3%
Q2 2022$8,654,000
-18.1%
76,845
-0.9%
0.60%
+0.7%
Q1 2022$10,567,000
-11.3%
77,515
+3.0%
0.60%
-3.7%
Q4 2021$11,914,000
-3.0%
75,236
+0.2%
0.62%
-11.2%
Q3 2021$12,288,000
+5.5%
75,068
+0.2%
0.70%
+7.0%
Q2 2021$11,652,000
+2.1%
74,913
-0.1%
0.66%
-4.2%
Q1 2021$11,416,000
+21.9%
74,994
+1.7%
0.69%
+5.1%
Q4 2020$9,368,000
+28.6%
73,727
-2.6%
0.65%
+4.5%
Q3 2020$7,286,000
+1.0%
75,684
-1.3%
0.62%
-4.3%
Q2 2020$7,216,000
+3.8%
76,719
-0.7%
0.65%
-21.2%
Q1 2020$6,953,000
-34.5%
77,224
+1.5%
0.83%
-0.7%
Q4 2019$10,608,000
+15.5%
76,101
-2.5%
0.84%
+9.4%
Q3 2019$9,188,000
+3.9%
78,073
-1.3%
0.76%
+3.7%
Q2 2019$8,846,000
+11.8%
79,123
+1.2%
0.74%
+8.9%
Q1 2019$7,912,000
+5.1%
78,158
+1.4%
0.68%
-6.1%
Q4 2018$7,525,000
-13.9%
77,081
-0.5%
0.72%
+3.9%
Q3 2018$8,744,000
+14.2%
77,491
+5.4%
0.69%
+9.8%
Q2 2018$7,660,000
-2.9%
73,509
+2.5%
0.63%
-9.3%
Q1 2018$7,885,000
+0.4%
71,702
-2.4%
0.70%
+2.5%
Q4 2017$7,855,000
+9.8%
73,450
-1.9%
0.68%
+7.4%
Q3 2017$7,153,000
+3.5%
74,889
-0.9%
0.63%
-2.2%
Q2 2017$6,910,000
+2.3%
75,597
-1.6%
0.65%
-0.5%
Q1 2017$6,752,000
+2.5%
76,865
+0.7%
0.65%
-0.8%
Q4 2016$6,585,000
+14.5%
76,313
-11.6%
0.65%
+6.2%
Q3 2016$5,752,000
+8.7%
86,372
+1.4%
0.62%
+0.7%
Q2 2016$5,294,000
+6.3%
85,188
+1.3%
0.61%
+1.3%
Q1 2016$4,978,000
-99.9%
84,059
-2.6%
0.60%
-12.3%
Q4 2015$5,699,952,000
+121330.6%
86,324
+12.1%
0.69%
+7.2%
Q3 2015$4,694,000
-8.2%
76,991
+2.0%
0.64%0.0%
Q2 2015$5,114,000
+12.8%
75,475
+0.9%
0.64%
+14.0%
Q1 2015$4,533,000
+8.5%
74,822
+12.1%
0.56%
+5.0%
Q4 2014$4,177,000
+3.6%
66,744
-0.3%
0.54%
-4.8%
Q3 2014$4,032,000
+4.0%
66,929
-0.5%
0.56%
+8.7%
Q2 2014$3,876,000
-5.0%
67,277
+0.1%
0.52%
-7.2%
Q1 2014$4,082,000
+2.9%
67,233
-0.9%
0.56%
+4.7%
Q4 2013$3,967,000
+11.4%
67,829
-1.5%
0.53%
-3.6%
Q3 2013$3,561,000
-3.8%
68,885
-1.8%
0.55%
-14.9%
Q2 2013$3,702,00070,1210.65%
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