Epoch Investment Partners, Inc. - 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
Epoch Investment Partners, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$209,174,238
-8.6%
1,442,382
-8.3%
1.33%
+0.8%
Q2 2023$228,805,044
+7.6%
1,573,192
-3.6%
1.32%
+4.6%
Q1 2023$212,663,053
+2.4%
1,631,978
+5.3%
1.27%
+2.2%
Q4 2022$207,738,601
+32.1%
1,549,132
+2.9%
1.24%
+20.8%
Q3 2022$157,305,000
-3.7%
1,505,311
+3.7%
1.03%
+7.2%
Q2 2022$163,393,000
-10.5%
1,450,965
+8.4%
0.96%
+7.0%
Q1 2022$182,521,000
-5.6%
1,338,919
+9.6%
0.89%
-9.0%
Q4 2021$193,415,000
-2.0%
1,221,439
+1.3%
0.98%
-10.3%
Q3 2021$197,284,000
+2.5%
1,205,230
-2.6%
1.10%
+5.9%
Q2 2021$192,512,000
-2.6%
1,237,701
-4.7%
1.03%
+11.8%
Q1 2021$197,714,000
+29.4%
1,298,784
+8.0%
0.92%
+31.8%
Q4 2020$152,814,000
+65.0%
1,202,599
+25.0%
0.70%
+52.3%
Q3 2020$92,609,000
+22.0%
961,969
+19.2%
0.46%
+17.6%
Q2 2020$75,930,000
-7.2%
807,245
-0.2%
0.39%
+9.5%
Q1 2019$81,845,000
-10.4%
808,502
-13.6%
0.36%
-15.6%
Q4 2018$91,322,000
-42.7%
935,485
-33.8%
0.42%
-29.9%
Q3 2018$159,511,000
+8.4%
1,413,606
+0.1%
0.60%
+33.0%
Q2 2018$147,213,000
+0.7%
1,412,796
+6.3%
0.46%
-12.2%
Q1 2018$146,225,000
+4.5%
1,329,678
+1.6%
0.52%
+11.9%
Q4 2017$139,995,000
+34.7%
1,309,102
+20.3%
0.46%
+33.0%
Q3 2017$103,909,000
+7.9%
1,087,937
+3.3%
0.35%
+7.1%
Q2 2017$96,283,000
-15.4%
1,053,429
-18.7%
0.32%
-14.5%
Q1 2017$113,809,000
-14.9%
1,295,645
-16.4%
0.38%
-24.3%
Q4 2016$133,738,0001,549,8620.50%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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