Bowling Portfolio Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,600 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

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
Bowling Portfolio Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$3,535,000
-24.2%
33,828
-18.3%
0.97%
-17.4%
Q2 2022$4,663,000
-3.5%
41,412
+16.8%
1.18%
+13.0%
Q1 2022$4,833,000
-15.3%
35,451
-1.6%
1.04%
-12.2%
Q4 2021$5,706,000
-5.2%
36,032
-2.0%
1.18%
-12.4%
Q3 2021$6,017,000
+4.6%
36,759
-0.6%
1.35%
+5.3%
Q2 2021$5,750,000
-16.8%
36,967
-18.6%
1.28%
-21.9%
Q1 2021$6,913,000
+16.9%
45,410
-2.5%
1.64%
+18.4%
Q4 2020$5,915,000
+24.9%
46,553
-5.3%
1.39%
+31.2%
Q3 2020$4,735,000
+61.7%
49,183
+58.0%
1.06%
+69.2%
Q2 2020$2,929,000
+3.4%
31,138
-1.0%
0.63%
-10.3%
Q1 2020$2,833,000
-39.8%
31,467
-6.9%
0.70%
-12.9%
Q4 2019$4,709,000
+23.7%
33,781
+4.4%
0.80%
+25.5%
Q3 2019$3,808,000
-2.0%
32,358
-6.9%
0.64%
+0.3%
Q2 2019$3,887,000
-28.3%
34,770
-35.1%
0.64%
-26.1%
Q1 2019$5,423,000
+1.5%
53,569
-2.1%
0.86%
-8.9%
Q4 2018$5,341,000
+16.1%
54,713
+34.2%
0.94%
+46.7%
Q3 2018$4,602,000
+2.6%
40,780
-5.3%
0.64%
+2.7%
Q2 2018$4,485,000
-7.9%
43,044
-2.8%
0.63%
-5.9%
Q1 2018$4,870,000
-43.2%
44,282
-44.8%
0.67%
-41.5%
Q4 2017$8,572,000
+12.2%
80,155
+0.2%
1.14%
-0.8%
Q3 2017$7,640,000
+1.9%
79,995
-2.4%
1.15%
+4.0%
Q2 2017$7,494,000
+4.9%
81,989
+0.8%
1.10%
-6.5%
Q1 2017$7,144,000
+47.1%
81,334
+44.5%
1.18%
+63.8%
Q4 2016$4,858,000
+15.3%
56,300
-11.0%
0.72%
+22.6%
Q3 2016$4,212,000
-38.6%
63,257
-42.7%
0.59%
-47.5%
Q2 2016$6,859,000
+5.9%
110,386
+1.0%
1.12%
+7.1%
Q1 2016$6,474,000
+25.2%
109,319
+39.6%
1.05%
-8.2%
Q4 2015$5,169,000
+9.4%
78,285
+1.0%
1.14%
+4.9%
Q3 2015$4,724,000
-51.2%
77,475
-45.8%
1.09%
+3.8%
Q2 2015$9,688,000
+191.4%
142,973
+160.5%
1.05%
+43.4%
Q1 2015$3,325,000
-4.5%
54,881
-1.4%
0.73%
+3.8%
Q4 2014$3,482,000
-6.3%
55,642
-9.8%
0.70%
-19.3%
Q3 2014$3,715,000
+3.5%
61,675
-1.0%
0.87%
+2.6%
Q2 2014$3,589,000
-62.7%
62,281
-60.7%
0.85%
-63.0%
Q1 2014$9,629,000
+2.7%
158,605
-1.1%
2.30%
-0.2%
Q4 2013$9,376,000
+12.7%
160,333
-0.4%
2.30%
-0.6%
Q3 2013$8,323,000
+162.3%
161,023
+167.9%
2.32%
+149.5%
Q2 2013$3,173,00060,1010.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
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