Ironwood Investment Counsel, LLC - 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
Ironwood Investment Counsel, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$207,889
-94.1%
27,961
+15.8%
0.04%
-94.4%
Q2 2023$3,511,574
+15.9%
24,144
+3.8%
0.79%
+9.4%
Q1 2023$3,030,929
+3.6%
23,259
+6.6%
0.72%
+1.7%
Q4 2022$2,926,800
+35.8%
21,826
+5.8%
0.71%
+15.3%
Q3 2022$2,156,000
-0.7%
20,632
+7.0%
0.62%
+1.0%
Q2 2022$2,171,000
-12.1%
19,281
+6.4%
0.61%
+0.5%
Q1 2022$2,470,000
-12.4%
18,121
+1.8%
0.61%
-5.7%
Q4 2021$2,819,000
-1.5%
17,802
+1.8%
0.64%
-12.1%
Q3 2021$2,862,000
+12.7%
17,485
+7.1%
0.73%
+8.6%
Q2 2021$2,540,000
+7.9%
16,333
+5.6%
0.68%
-0.1%
Q1 2021$2,354,000
+7.3%
15,468
-10.4%
0.68%
+35.7%
Q4 2020$2,194,000
+45.3%
17,270
+10.1%
0.50%
+21.8%
Q3 2020$1,510,000
+21.4%
15,687
+18.6%
0.41%
+7.6%
Q2 2020$1,244,000
+13.6%
13,231
+8.8%
0.38%
-11.8%
Q1 2020$1,095,000
-7.0%
12,162
+44.0%
0.43%
+6.9%
Q4 2019$1,177,000
+32.7%
8,447
+12.0%
0.40%
+23.2%
Q3 2019$887,000
+3.5%
7,542
-1.6%
0.33%0.0%
Q2 2019$857,000
+26.4%
7,668
+14.4%
0.33%
+22.5%
Q1 2019$678,000
-3.0%
6,703
-6.5%
0.27%
-13.0%
Q4 2018$699,000
-24.6%
7,169
-12.8%
0.31%
-14.2%
Q3 2018$927,000
+6.2%
8,223
-1.9%
0.36%
-5.8%
Q2 2018$873,000
-45.9%
8,379
-43.0%
0.38%
-47.1%
Q1 2018$1,615,000
+1.7%
14,694
-1.1%
0.72%
+22.7%
Q4 2017$1,588,000
+28.1%
14,858
+14.5%
0.59%
+16.7%
Q3 2017$1,240,000
+5.7%
12,979
+1.1%
0.50%
+13.3%
Q2 2017$1,173,000
-5.3%
12,836
-8.9%
0.44%
-14.6%
Q1 2017$1,238,000
-14.2%
14,096
-15.7%
0.52%
-19.3%
Q4 2016$1,443,000
+186.3%
16,722
+121.0%
0.64%
+172.5%
Q3 2016$504,000
+122.0%
7,566
+107.3%
0.24%
+77.4%
Q2 2016$227,000
-29.1%
3,650
-32.5%
0.13%
-20.4%
Q1 2016$320,000
+27.0%
5,411
+41.9%
0.17%
+16.0%
Q4 2015$252,000
+8.6%
3,812
+0.1%
0.14%
+14.3%
Q3 2015$232,000
-10.1%
3,810
+0.0%
0.13%
-3.8%
Q2 2015$258,000
+1.2%
3,809
-9.5%
0.13%
+0.8%
Q1 2015$255,000
-10.5%
4,207
-7.7%
0.13%
-9.7%
Q4 2014$285,000
-0.7%
4,559
-4.2%
0.14%
-5.3%
Q3 2014$287,000
+9.1%
4,758
+4.4%
0.15%
+11.8%
Q2 2014$263,000
-4.0%
4,556
+1.0%
0.14%
-9.3%
Q1 2014$274,000
-2.1%
4,510
-5.8%
0.15%
-5.7%
Q4 2013$280,000
+17.6%
4,787
+3.9%
0.16%
+1.3%
Q3 2013$238,000
-18.2%
4,607
-16.3%
0.16%
-16.5%
Q2 2013$291,0005,5050.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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