BALASA DINVERNO & FOLTZ LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
BALASA DINVERNO & FOLTZ LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$2,390,000
-1.6%
22,868
+6.0%
0.15%
-1.3%
Q2 2022$2,430,000
-21.3%
21,577
-4.7%
0.15%
-26.4%
Q1 2022$3,086,000
-13.9%
22,635
-0.1%
0.21%
-10.0%
Q4 2021$3,586,000
-5.3%
22,648
-2.1%
0.23%
-12.5%
Q3 2021$3,786,000
+10.2%
23,132
+4.7%
0.26%
+6.9%
Q2 2021$3,435,000
-37.3%
22,086
-38.7%
0.25%
-43.7%
Q1 2021$5,481,000
+12.3%
36,004
-6.3%
0.44%
+8.4%
Q4 2020$4,881,000
+81.9%
38,415
+37.8%
0.40%
+58.8%
Q3 2020$2,683,000
+11.1%
27,874
+8.5%
0.26%
-4.9%
Q2 2020$2,416,000
-18.0%
25,683
-21.6%
0.27%
-27.8%
Q1 2020$2,948,000
-36.0%
32,743
-0.9%
0.37%
-24.1%
Q4 2019$4,608,000
+54.0%
33,055
+30.0%
0.49%
+41.3%
Q3 2019$2,992,000
+5.3%
25,425
+0.0%
0.35%
+4.5%
Q2 2019$2,842,000
+22.0%
25,424
+10.5%
0.33%
+18.6%
Q1 2019$2,329,000
+12.9%
23,007
+8.8%
0.28%
+7.7%
Q4 2018$2,063,000
-19.3%
21,137
-6.7%
0.26%
-9.8%
Q3 2018$2,557,000
+14.9%
22,661
+6.1%
0.29%
-11.1%
Q2 2018$2,226,000
+1.4%
21,358
+7.0%
0.32%
-3.0%
Q1 2018$2,196,000
+7.1%
19,969
+4.1%
0.33%
+9.5%
Q4 2017$2,051,000
+12.9%
19,182
+0.9%
0.30%
+7.4%
Q3 2017$1,816,000
+7.4%
19,017
+2.8%
0.28%
+2.9%
Q2 2017$1,691,000
+11.8%
18,501
+7.5%
0.28%
+7.8%
Q1 2017$1,512,000
+5.1%
17,208
+3.2%
0.26%
+4.5%
Q4 2016$1,438,000
+36.2%
16,667
+5.1%
0.24%
+26.4%
Q3 2016$1,056,000
+7.5%
15,862
+0.4%
0.19%
+10.3%
Q2 2016$982,000
+7.7%
15,796
+2.6%
0.18%
+7.4%
Q1 2016$912,000
-49.6%
15,398
-43.8%
0.16%
-46.4%
Q4 2015$1,808,000
+12.2%
27,385
+3.6%
0.30%
+6.7%
Q3 2015$1,611,000
-6.1%
26,428
+4.4%
0.28%
+2.2%
Q2 2015$1,716,000
+17.1%
25,321
+4.7%
0.28%
+33.5%
Q1 2015$1,465,000
-8.8%
24,187
-5.8%
0.21%
-9.5%
Q4 2014$1,607,000
+7.3%
25,676
+3.2%
0.23%
+1.8%
Q3 2014$1,498,000
+8.2%
24,868
+3.6%
0.23%
+42.8%
Q2 2014$1,384,000
-4.9%
24,013
+0.1%
0.16%
-10.7%
Q1 2014$1,456,000
+1.6%
23,983
-2.1%
0.18%
-9.6%
Q4 2013$1,433,000
+14.8%
24,498
+1.4%
0.20%
-4.8%
Q3 2013$1,248,000
-8.2%
24,148
-6.3%
0.21%
-14.5%
Q2 2013$1,360,00025,7680.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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