IMS Capital Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
IMS Capital Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,548,636
-22.1%
10,679
-21.9%
0.92%
-16.3%
Q2 2023$1,988,973
+38.1%
13,676
+23.7%
1.10%
+29.0%
Q1 2023$1,440,623
-2.4%
11,055
+0.5%
0.86%
-8.9%
Q4 2022$1,475,467
+30.1%
11,003
+1.4%
0.94%
+20.1%
Q3 2022$1,134,000
-2.0%
10,856
+5.6%
0.78%
+4.7%
Q2 2022$1,157,000
-27.5%
10,277
-12.2%
0.75%
-11.1%
Q1 2022$1,596,000
+15.6%
11,709
+34.3%
0.84%
+18.5%
Q4 2021$1,381,000
+34.6%
8,721
+39.1%
0.71%
+19.5%
Q3 2021$1,026,000
-17.7%
6,271
-21.7%
0.59%
-19.2%
Q2 2021$1,246,000
+36.0%
8,008
+33.2%
0.74%
+27.4%
Q1 2021$916,000
-44.6%
6,014
-53.8%
0.58%
-44.1%
Q4 2020$1,654,000
+33.9%
13,016
+1.4%
1.03%
+16.1%
Q3 2020$1,235,000
+2.9%
12,833
+0.6%
0.89%
-4.4%
Q2 2020$1,200,000
-6.8%
12,759
-10.7%
0.93%
-28.9%
Q1 2020$1,287,000
-3.4%
14,290
+49.5%
1.31%
+42.8%
Q4 2019$1,332,000
+20.2%
9,557
+1.5%
0.92%
+8.5%
Q3 2019$1,108,000
+73.7%
9,414
+64.8%
0.84%
+78.1%
Q2 2019$638,000
+48.0%
5,711
+34.1%
0.47%
+34.7%
Q1 2019$431,000
+6.2%
4,259
+2.5%
0.35%
-7.4%
Q4 2018$406,000
+132.0%
4,155
+168.1%
0.38%
+219.3%
Q3 2018$175,000
-67.1%
1,550
-69.6%
0.12%
-64.7%
Q2 2018$532,000
+36.4%
5,107
+40.1%
0.34%
+39.8%
Q1 2018$390,0000.0%3,6460.0%0.24%0.0%
Q4 2017$390,000
+12.7%
3,646
+0.6%
0.24%
+8.6%
Q3 2017$346,000
-27.3%
3,623
-30.4%
0.22%
-50.6%
Q2 2017$476,000
+75.0%
5,209
+68.0%
0.45%
+65.1%
Q1 2017$272,000
+21.4%
3,100
+19.2%
0.27%
+13.3%
Q4 2016$224,000
-70.3%
2,600
-76.6%
0.24%
-73.2%
Q2 2015$753,000
+18.2%
11,115
+0.5%
0.90%
+28.8%
Q2 2014$637,000
-11.3%
11,055
-18.7%
0.70%
-32.5%
Q2 2013$718,00013,6051.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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