North Star Investment Management Corp. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
North Star Investment Management Corp. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$42,301,560
-0.1%
291,695
+0.2%
3.57%
+4.0%
Q2 2023$42,328,045
+11.8%
291,034
+0.2%
3.43%
+9.9%
Q1 2023$37,858,084
-0.4%
290,523
+2.5%
3.12%
-7.4%
Q4 2022$37,996,802
+27.1%
283,347
-0.9%
3.37%
+15.1%
Q3 2022$29,889,000
-7.1%
286,015
+0.2%
2.93%
+0.2%
Q2 2022$32,159,000
-16.1%
285,580
+1.5%
2.92%
-2.2%
Q1 2022$38,349,000
-15.9%
281,315
-2.3%
2.99%
-6.3%
Q4 2021$45,586,000
+1.8%
287,881
+5.3%
3.19%
-12.2%
Q3 2021$44,762,000
+5.8%
273,459
+0.5%
3.63%
+8.2%
Q2 2021$42,318,000
+40.0%
272,073
+37.0%
3.36%
+17.8%
Q1 2021$30,227,000
+18.8%
198,559
-0.9%
2.85%
+7.7%
Q4 2020$25,448,000
-4.3%
200,265
-27.5%
2.65%
-15.6%
Q3 2020$26,578,000
+4.4%
276,073
+2.0%
3.14%
-5.6%
Q2 2020$25,466,000
+22.6%
270,740
+17.3%
3.32%
+8.1%
Q1 2020$20,776,000
-38.7%
230,770
-5.0%
3.07%
-13.0%
Q4 2019$33,879,000
+13.4%
243,031
-4.2%
3.54%
+6.6%
Q3 2019$29,867,000
+6.0%
253,773
+0.7%
3.32%
+2.0%
Q2 2019$28,174,000
+9.9%
252,003
-0.5%
3.25%
+8.8%
Q1 2019$25,632,000
-4.3%
253,203
-7.7%
2.99%
-14.5%
Q4 2018$26,794,000
-16.4%
274,472
-3.3%
3.50%
-2.4%
Q3 2018$32,040,000
+8.6%
283,944
+0.3%
3.58%
+4.8%
Q2 2018$29,502,000
-4.8%
283,125
+0.5%
3.42%
-7.6%
Q1 2018$30,989,000
+3.0%
281,799
+0.2%
3.70%
+1.5%
Q4 2017$30,079,000
+10.7%
281,274
-1.2%
3.65%
+6.0%
Q3 2017$27,181,000
+11.2%
284,585
+6.4%
3.44%
+5.3%
Q2 2017$24,442,000
+4.1%
267,421
+0.0%
3.27%
+1.1%
Q1 2017$23,481,000
+2.5%
267,316
+0.7%
3.23%
-6.2%
Q4 2016$22,913,000
+29.8%
265,537
+0.2%
3.45%
+9.9%
Q3 2016$17,651,000
+7.2%
265,067
+0.0%
3.14%
+3.5%
Q2 2016$16,468,000
+5.8%
265,010
+0.9%
3.03%
+1.6%
Q1 2016$15,560,000
-10.3%
262,754
+0.1%
2.98%
-11.6%
Q4 2015$17,339,000
+7.7%
262,597
-0.6%
3.37%
+1.9%
Q3 2015$16,102,000
-9.4%
264,090
+0.7%
3.31%
+1.2%
Q2 2015$17,770,000
+11.4%
262,250
-0.4%
3.27%
+9.5%
Q1 2015$15,950,000
-3.9%
263,284
-0.7%
2.99%
-5.6%
Q4 2014$16,591,000
+4.0%
265,118
+0.1%
3.16%
-1.0%
Q3 2014$15,950,000
+4.5%
264,775
+0.0%
3.20%
+4.3%
Q2 2014$15,256,000
-5.1%
264,769
-0.1%
3.06%
-8.8%
Q1 2014$16,083,000
+3.8%
264,917
+0.0%
3.36%
-0.2%
Q4 2013$15,489,000
+93.5%
264,857
+71.0%
3.36%
+57.3%
Q3 2013$8,005,000
-43.0%
154,861
-41.8%
2.14%
-41.2%
Q2 2013$14,046,000266,0713.64%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders