PRIVATE TRUST CO NA - 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
PRIVATE TRUST CO NA ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,103,526
+2.3%
48,983
+2.6%
0.94%
+7.0%
Q2 2023$6,946,225
+15.8%
47,760
+3.7%
0.88%
+7.1%
Q1 2023$6,000,655
+103359.6%
46,049
+6.5%
0.82%
-5.0%
Q4 2022$5,800
-99.9%
43,254
-4.9%
0.86%
+11.5%
Q3 2022$4,752,000
-8.6%
45,471
-1.5%
0.77%
-4.3%
Q2 2022$5,197,000
-53.9%
46,154
-44.2%
0.81%
-54.1%
Q1 2022$11,267,000
-18.0%
82,653
-4.8%
1.76%
-7.3%
Q4 2021$13,748,000
-7.1%
86,821
-3.9%
1.90%
-11.9%
Q3 2021$14,796,000
+7.2%
90,387
+1.9%
2.15%
+3.1%
Q2 2021$13,799,000
+11.4%
88,713
+9.0%
2.09%
+3.9%
Q1 2021$12,387,000
+20.7%
81,376
+0.7%
2.01%
+16.4%
Q4 2020$10,265,000
+21.5%
80,786
-7.9%
1.73%
+6.1%
Q3 2020$8,448,000
+10.2%
87,757
+8.7%
1.63%
+1.4%
Q2 2020$7,666,000
+16.2%
80,703
+10.1%
1.61%
-5.9%
Q1 2020$6,596,000
-45.2%
73,271
-15.1%
1.71%
-23.5%
Q4 2019$12,030,000
+18.5%
86,305
+0.1%
2.23%
+11.5%
Q3 2019$10,148,000
+4.9%
86,234
-0.4%
2.00%
+2.5%
Q2 2019$9,678,000
+16.7%
86,572
+5.7%
1.95%
+13.2%
Q1 2019$8,292,000
+3.3%
81,915
-0.3%
1.72%
-9.5%
Q4 2018$8,024,000
-13.0%
82,201
+0.5%
1.91%
+1.2%
Q3 2018$9,227,000
+9.2%
81,784
+0.8%
1.88%
+2.8%
Q2 2018$8,452,000
-3.1%
81,117
+2.2%
1.83%
-3.9%
Q1 2018$8,726,000
+5.2%
79,359
+2.4%
1.91%
+8.7%
Q4 2017$8,291,000
+11.2%
77,532
-0.7%
1.75%
+8.1%
Q3 2017$7,455,000
+10.1%
78,056
+5.4%
1.62%
+10.0%
Q2 2017$6,770,000
+10.3%
74,074
+6.0%
1.48%
+4.0%
Q1 2017$6,140,000
-19.9%
69,907
-21.3%
1.42%
-22.7%
Q4 2016$7,666,000
+21.3%
88,843
-6.4%
1.84%
+19.2%
Q3 2016$6,320,000
+14.8%
94,911
+7.1%
1.54%
+7.5%
Q2 2016$5,506,000
+9.2%
88,622
+4.1%
1.43%
+4.8%
Q1 2016$5,042,000
-15.7%
85,152
-6.0%
1.37%
-19.8%
Q4 2015$5,984,000
+8.9%
90,631
+0.6%
1.70%
+3.5%
Q3 2015$5,494,000
-9.0%
90,123
+1.1%
1.65%
-4.9%
Q2 2015$6,038,000
+11.9%
89,131
+0.1%
1.73%
+12.0%
Q1 2015$5,395,000
+55.7%
89,061
+60.8%
1.54%
+40.6%
Q4 2014$3,466,000
+60.7%
55,392
+54.7%
1.10%
+50.1%
Q3 2014$2,157,000
-6.1%
35,806
-10.1%
0.73%
-2.1%
Q2 2014$2,296,000
-6.8%
39,843
-1.8%
0.75%
-19.5%
Q1 2014$2,464,000
-3.9%
40,588
-7.4%
0.93%
-9.9%
Q4 2013$2,564,000
+12.8%
43,840
-0.3%
1.03%
+0.2%
Q3 2013$2,274,000
+11.6%
43,989
+14.0%
1.03%
+10.1%
Q2 2013$2,037,0000.0%38,5820.0%0.94%0.0%
Q1 2013$2,037,00038,5820.94%
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