GRAYBILL WEALTH MANAGEMENT, LTD. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
GRAYBILL WEALTH MANAGEMENT, LTD. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,714,689
-1.4%
18,719
-1.1%
1.32%
+1.3%
Q2 2023$2,752,499
+11.3%
18,925
-0.3%
1.31%
+3.7%
Q1 2023$2,473,312
-3.2%
18,980
-0.4%
1.26%
-9.0%
Q4 2022$2,556,243
+29.4%
19,062
+0.8%
1.38%
+18.0%
Q3 2022$1,975,000
-6.8%
18,904
+0.4%
1.17%
-0.1%
Q2 2022$2,120,000
-18.0%
18,826
-0.8%
1.17%
-6.9%
Q1 2022$2,586,000
-11.6%
18,970
+2.7%
1.26%
-4.9%
Q4 2021$2,925,000
-2.4%
18,472
+0.9%
1.33%
-10.1%
Q3 2021$2,997,000
+2.7%
18,311
-2.4%
1.48%
+2.6%
Q2 2021$2,917,000
+2.7%
18,755
+0.5%
1.44%
-4.4%
Q1 2021$2,840,000
-3.8%
18,656
-19.7%
1.50%
-9.7%
Q4 2020$2,953,000
+32.1%
23,241
+0.1%
1.67%
+14.4%
Q3 2020$2,235,000
+9.5%
23,219
+7.0%
1.46%
-3.1%
Q2 2020$2,041,000
+5.2%
21,699
+0.7%
1.50%
-12.4%
Q1 2020$1,940,000
-36.6%
21,546
-1.9%
1.72%
-10.1%
Q4 2019$3,062,000
+15.5%
21,965
-2.5%
1.91%
+6.4%
Q3 2019$2,650,000
+4.5%
22,518
-0.7%
1.79%
+3.0%
Q2 2019$2,536,000
+11.3%
22,680
+0.8%
1.74%
+9.3%
Q1 2019$2,279,000
+2.8%
22,508
-0.8%
1.59%
-13.8%
Q4 2018$2,216,000
-7.6%
22,700
+6.9%
1.85%
+6.3%
Q3 2018$2,397,000
+7.4%
21,240
-0.8%
1.74%
+1.5%
Q2 2018$2,232,000
-6.4%
21,420
-1.2%
1.71%
-5.6%
Q1 2018$2,384,000
+1.7%
21,675
-1.1%
1.81%
+7.4%
Q4 2017$2,343,000
+11.6%
21,911
-0.3%
1.69%
+8.8%
Q3 2017$2,099,000
+3.5%
21,981
-0.9%
1.55%
-3.2%
Q2 2017$2,028,000
+5.6%
22,191
+1.5%
1.60%
+5.3%
Q1 2017$1,921,000
-49.0%
21,869
-49.9%
1.52%
-52.6%
Q4 2016$3,769,000
+31.8%
43,678
+1.7%
3.22%
+21.0%
Q3 2016$2,860,000
+5.3%
42,948
-1.7%
2.66%
+5.9%
Q2 2016$2,715,000
+2.9%
43,698
-1.9%
2.51%
+5.4%
Q1 2016$2,639,000
-10.0%
44,558
+0.3%
2.38%
-5.9%
Q4 2015$2,932,000
+5.1%
44,408
-2.9%
2.53%
+10.8%
Q3 2015$2,790,000
-9.3%
45,753
+0.8%
2.29%
+0.5%
Q2 2015$3,075,000
+11.6%
45,378
-0.3%
2.28%
+10.0%
Q1 2015$2,756,000
-2.4%
45,493
+0.8%
2.07%
-3.4%
Q4 2014$2,825,000
+5.2%
45,143
+1.2%
2.14%
+4.0%
Q3 2014$2,686,000
+3.6%
44,593
-0.9%
2.06%
+2.7%
Q2 2014$2,592,000
-4.4%
44,980
+0.7%
2.00%
-10.2%
Q1 2014$2,712,000
+5.0%
44,663
+1.1%
2.23%
-1.1%
Q4 2013$2,583,000
+15.0%
44,173
+1.6%
2.26%
+17.7%
Q3 2013$2,247,00043,4681.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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