EVERGREEN CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,410,859
-0.7%
133,849
-0.5%
0.85%
+4.3%
Q2 2023$19,556,051
+11.7%
134,461
+0.1%
0.82%
+3.7%
Q1 2023$17,510,913
-10.6%
134,379
-8.0%
0.79%
-14.5%
Q4 2022$19,589,945
+20.4%
146,085
-6.2%
0.92%
+8.4%
Q3 2022$16,270,000
+7.5%
155,689
+15.9%
0.85%
+8.0%
Q2 2022$15,133,000
-10.8%
134,386
+8.0%
0.79%
+14.1%
Q1 2022$16,967,000
-10.9%
124,466
+3.5%
0.69%
-9.4%
Q4 2021$19,033,000
+1.8%
120,199
+5.2%
0.76%
-9.8%
Q3 2021$18,704,000
+18.8%
114,267
+12.9%
0.84%
+12.2%
Q2 2021$15,743,000
+5.6%
101,215
+3.4%
0.75%
-1.4%
Q1 2021$14,902,000
+8.3%
97,891
-9.6%
0.76%
-5.0%
Q4 2020$13,754,000
+58.6%
108,237
+20.1%
0.80%
+34.2%
Q3 2020$8,674,000
+16.5%
90,100
+13.8%
0.60%
+6.2%
Q2 2020$7,444,000
+19.7%
79,140
+14.6%
0.56%
-2.8%
Q1 2020$6,218,000
+63.8%
69,066
+153.7%
0.58%
+83.5%
Q4 2019$3,795,000
+46.1%
27,226
+23.4%
0.32%
+30.6%
Q3 2019$2,598,000
+8.2%
22,071
+2.7%
0.24%
+5.7%
Q2 2019$2,402,000
+13.0%
21,481
+2.3%
0.23%
+7.5%
Q1 2019$2,126,000
+10.0%
21,001
+6.1%
0.21%
+4.9%
Q4 2018$1,933,000
-5.4%
19,796
+9.3%
0.20%
+12.2%
Q3 2018$2,043,000
+15.3%
18,106
+6.5%
0.18%
+9.0%
Q2 2018$1,772,000
-7.4%
17,008
-2.3%
0.17%
-9.8%
Q1 2018$1,914,000
+57.5%
17,405
+53.2%
0.18%
+49.6%
Q4 2017$1,215,000
-21.5%
11,358
-29.9%
0.12%
-32.0%
Q3 2017$1,547,000
+72.7%
16,197
+65.3%
0.18%
+25.7%
Q2 2017$896,000
+70.0%
9,800
+63.3%
0.14%
+30.9%
Q1 2017$527,000
-12.3%
6,002
-13.8%
0.11%
-5.2%
Q4 2016$601,000
+24.7%
6,966
-3.7%
0.12%
+22.1%
Q3 2016$482,000
+7.1%
7,2360.0%0.10%
-3.1%
Q2 2016$450,000
+11.9%
7,236
+6.6%
0.10%
+6.5%
Q1 2016$402,000
-11.8%
6,786
-1.7%
0.09%
-15.6%
Q4 2015$456,000
+5.1%
6,906
-3.0%
0.11%
-3.5%
Q3 2015$434,000
-89.6%
7,116
-88.5%
0.11%
-89.0%
Q2 2015$4,193,000
+10.2%
61,886
-1.4%
1.03%
+22.8%
Q1 2015$3,804,000
+0.6%
62,791
+0.0%
0.84%
+12.6%
Q4 2014$3,781,0000.0%62,7660.0%0.74%
+1.1%
Q3 2014$3,781,000
+6.4%
62,766
+1.8%
0.74%
+5.3%
Q2 2014$3,553,000
-4.9%
61,671
+0.2%
0.70%
-6.9%
Q1 2014$3,735,000
-30.4%
61,524
-32.9%
0.75%
-22.7%
Q4 2013$5,365,000
+12.9%
91,733
-0.3%
0.97%
+27.2%
Q3 2013$4,754,000
-2.8%
91,978
-0.7%
0.76%
+2.3%
Q2 2013$4,889,00092,6030.75%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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