Advisors Asset Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
Advisors Asset Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$23,088,924
-20.5%
159,212
-20.3%
0.50%
-16.0%
Q2 2023$29,047,277
-10.9%
199,720
-20.2%
0.59%
-10.6%
Q1 2023$32,604,604
-13.6%
250,208
-11.1%
0.66%
-14.8%
Q4 2022$37,742,579
+18.4%
281,451
-7.7%
0.78%
+16.1%
Q3 2022$31,880,000
-3.2%
305,072
+4.4%
0.67%
+7.4%
Q2 2022$32,919,000
-18.1%
292,326
-0.9%
0.62%
+0.8%
Q1 2022$40,207,000
-22.6%
294,945
-10.1%
0.62%
-16.6%
Q4 2021$51,942,000
-12.8%
328,023
-9.9%
0.74%
-18.1%
Q3 2021$59,598,000
-6.7%
364,088
-11.3%
0.91%
-3.8%
Q2 2021$63,847,000
-1.0%
410,483
-3.1%
0.94%
-6.1%
Q1 2021$64,503,000
+17.2%
423,719
-2.2%
1.00%
+10.2%
Q4 2020$55,051,000
+44.1%
433,237
+9.2%
0.91%
+28.9%
Q3 2020$38,202,000
+8.0%
396,822
+5.5%
0.71%
+2.5%
Q2 2020$35,377,000
+0.2%
376,107
-4.1%
0.69%
-18.0%
Q1 2020$35,322,000
-43.4%
392,341
-12.4%
0.84%
-23.3%
Q4 2019$62,426,000
+22.6%
447,821
+3.5%
1.10%
+16.7%
Q3 2019$50,925,000
+7.7%
432,707
+2.3%
0.94%
+10.0%
Q2 2019$47,282,000
+13.8%
422,918
+3.0%
0.85%
+15.3%
Q1 2019$41,553,000
+20.1%
410,484
+15.8%
0.74%
+6.3%
Q4 2018$34,592,000
+1.2%
354,354
+16.9%
0.70%
+24.5%
Q3 2018$34,196,000
+10.8%
303,052
+2.3%
0.56%
+6.7%
Q2 2018$30,870,000
-5.6%
296,258
+4.4%
0.52%
-4.4%
Q1 2018$32,717,000
+9.1%
283,720
+1.1%
0.55%
+11.2%
Q4 2017$29,998,000
+9.1%
280,512
-2.6%
0.49%
+6.9%
Q3 2017$27,500,000
+0.8%
287,926
-3.6%
0.46%
+1.1%
Q2 2017$27,287,000
+7.6%
298,541
+3.4%
0.46%
+7.3%
Q1 2017$25,368,000
+5.2%
288,803
+3.3%
0.42%
+6.2%
Q4 2016$24,115,000
+46.5%
279,465
+13.0%
0.40%
+48.1%
Q3 2016$16,466,000
+25.4%
247,279
+17.0%
0.27%
+26.8%
Q2 2016$13,134,000
+16.4%
211,359
+11.0%
0.21%
+13.3%
Q1 2016$11,280,000
+10.4%
190,468
+23.1%
0.19%
+16.0%
Q4 2015$10,219,000
+40.8%
154,770
+30.0%
0.16%
+39.7%
Q3 2015$7,256,000
+7.5%
119,015
+19.5%
0.12%
+24.7%
Q2 2015$6,747,000
+16.7%
99,571
+4.4%
0.09%
+20.8%
Q1 2015$5,780,000
-5.2%
95,411
-2.1%
0.08%
-6.1%
Q4 2014$6,096,000
+0.5%
97,419
-3.3%
0.08%
-2.4%
Q3 2014$6,066,000
-6.4%
100,704
-10.5%
0.08%
-6.7%
Q2 2014$6,484,000
-5.7%
112,539
-0.6%
0.09%
-13.5%
Q1 2014$6,873,000
+3.4%
113,207
-0.4%
0.10%
-2.8%
Q4 2013$6,650,000
-32.1%
113,708
-40.0%
0.11%
-38.5%
Q3 2013$9,790,000
-13.4%
189,399
-11.6%
0.17%
-18.7%
Q2 2013$11,307,000214,1800.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders