GRANDFIELD & DODD, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
GRANDFIELD & DODD, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,560,096
-0.8%
24,549
-0.6%
0.26%
+4.4%
Q2 2023$3,590,332
-20.0%
24,686
-28.4%
0.25%
-20.1%
Q1 2023$4,489,701
-2.9%
34,454
-0.0%
0.31%
-7.1%
Q4 2022$4,621,622
+28.0%
34,464
-0.3%
0.34%
+14.6%
Q3 2022$3,610,000
-7.9%
34,576
-0.6%
0.30%
-4.5%
Q2 2022$3,920,000
-17.8%
34,776
-0.7%
0.31%
-4.6%
Q1 2022$4,770,000
-14.4%
35,026
-0.4%
0.32%
-9.5%
Q4 2021$5,570,000
-2.6%
35,150
+0.5%
0.36%
-10.3%
Q3 2021$5,720,000
+6.7%
34,964
+1.5%
0.40%
+7.5%
Q2 2021$5,360,000
+1.9%
34,459
-0.3%
0.37%
-5.6%
Q1 2021$5,260,000
+20.6%
34,550
+0.7%
0.39%
+14.9%
Q4 2020$4,360,000
+29.4%
34,307
-1.9%
0.34%
+12.5%
Q3 2020$3,370,000
+3.1%
34,978
+0.7%
0.30%
-3.8%
Q2 2020$3,270,000
+4.7%
34,728
+0.1%
0.32%
-14.1%
Q1 2020$3,122,000
-32.8%
34,678
+4.1%
0.37%
-13.0%
Q4 2019$4,643,000
+18.4%
33,3080.0%0.42%
+9.6%
Q3 2019$3,920,000
+6.6%
33,308
+1.2%
0.39%
+6.0%
Q2 2019$3,679,000
+9.9%
32,908
-0.5%
0.36%
+4.3%
Q1 2019$3,347,000
+4.2%
33,066
+0.5%
0.35%
-8.2%
Q4 2018$3,213,000
-12.5%
32,916
+1.1%
0.38%
+0.3%
Q3 2018$3,673,000
+8.3%
32,5510.0%0.38%
+1.6%
Q2 2018$3,392,000
-5.8%
32,551
-0.6%
0.37%
-7.2%
Q1 2018$3,602,000
+2.1%
32,750
-0.8%
0.40%
+6.6%
Q4 2017$3,529,000
+13.1%
33,000
+1.0%
0.38%
+7.7%
Q3 2017$3,120,000
+4.9%
32,665
+0.4%
0.35%
-0.3%
Q2 2017$2,973,000
+2.8%
32,525
-1.2%
0.35%
-1.7%
Q1 2017$2,891,000
+1.8%
32,9080.0%0.36%
-3.0%
Q4 2016$2,840,000
+27.4%
32,908
-1.7%
0.37%
+25.6%
Q3 2016$2,229,000
+8.4%
33,478
+1.2%
0.29%
+1.7%
Q2 2016$2,057,000
+4.9%
33,0960.0%0.29%
+1.4%
Q1 2016$1,960,000
-9.2%
33,096
+1.2%
0.28%
-13.4%
Q4 2015$2,159,000
+9.6%
32,696
+1.2%
0.33%
-0.6%
Q3 2015$1,970,000
-4.7%
32,316
+6.0%
0.33%
+4.4%
Q2 2015$2,067,000
+14.3%
30,501
+2.2%
0.32%
+14.5%
Q1 2015$1,808,000
-3.2%
29,8460.0%0.28%
-4.5%
Q4 2014$1,868,000
+0.8%
29,846
-3.0%
0.29%
-0.7%
Q3 2014$1,854,000
+5.8%
30,780
+1.2%
0.29%
+10.2%
Q2 2014$1,752,000
-11.9%
30,411
-7.1%
0.26%
-15.4%
Q1 2014$1,988,000
-1.4%
32,739
-5.1%
0.31%
-4.9%
Q4 2013$2,017,000
+11.6%
34,483
-1.4%
0.33%
+1.9%
Q3 2013$1,808,000
-10.6%
34,983
-8.7%
0.32%
-15.9%
Q2 2013$2,022,00038,2990.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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