Baldwin Investment Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Baldwin Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,276,358
-1.9%
50,175
-1.6%
1.22%
-0.4%
Q2 2023$7,416,059
+12.3%
50,991
+0.6%
1.22%
+4.3%
Q1 2023$6,604,125
-1.1%
50,680
+1.7%
1.17%
-3.0%
Q4 2022$6,680,422
+29.5%
49,817
+0.9%
1.21%
+15.0%
Q3 2022$5,159,000
-9.0%
49,371
-2.0%
1.05%
-2.5%
Q2 2022$5,671,000
-19.9%
50,362
-3.1%
1.08%
+0.5%
Q1 2022$7,082,000
-12.8%
51,948
+1.3%
1.07%
-15.5%
Q4 2021$8,119,000
-5.4%
51,274
-2.2%
1.27%
-15.1%
Q3 2021$8,580,000
+4.7%
52,419
-0.5%
1.49%
+7.1%
Q2 2021$8,194,000
+1.2%
52,682
-0.9%
1.40%
-5.6%
Q1 2021$8,096,000
+21.7%
53,183
+1.5%
1.48%
+12.4%
Q4 2020$6,655,000
+44.8%
52,376
+9.7%
1.32%
+22.1%
Q3 2020$4,597,000
+55.5%
47,756
+51.9%
1.08%
+16.1%
Q2 2020$2,957,000
+4.7%
31,441
+0.2%
0.93%
-4.6%
Q1 2020$2,824,000
-35.6%
31,365
-0.3%
0.97%
-17.1%
Q4 2019$4,386,000
+20.4%
31,465
+1.6%
1.17%
+10.8%
Q3 2019$3,644,000
+5.7%
30,965
+0.4%
1.06%
+6.5%
Q2 2019$3,448,000
+10.1%
30,841
-0.3%
1.00%
+5.5%
Q1 2019$3,131,000
+6.2%
30,931
+2.4%
0.94%
+0.6%
Q4 2018$2,949,000
-10.2%
30,206
+3.8%
0.94%
-0.4%
Q3 2018$3,284,000
+6.1%
29,106
-2.0%
0.94%
-3.3%
Q2 2018$3,095,000
+39.1%
29,706
+46.8%
0.97%
+22.2%
Q1 2018$2,225,000
+1.1%
20,231
-1.7%
0.80%
+1.5%
Q4 2017$2,201,000
+11.2%
20,581
-0.7%
0.78%
+5.0%
Q3 2017$1,980,000
+6.3%
20,731
+1.7%
0.75%
-0.1%
Q2 2017$1,863,000
-0.2%
20,381
-4.1%
0.75%
+3.5%
Q1 2017$1,867,000
+2.4%
21,256
+0.6%
0.72%
-0.3%
Q4 2016$1,823,000
+26.9%
21,131
-2.1%
0.72%
+18.1%
Q3 2016$1,437,000
+1.5%
21,581
-5.3%
0.61%
+1.0%
Q2 2016$1,416,000
+5.8%
22,781
+0.8%
0.61%
+5.2%
Q1 2016$1,339,000
+1.7%
22,606
+13.3%
0.58%
-2.4%
Q4 2015$1,317,000
+10.0%
19,953
+1.6%
0.59%
+12.3%
Q3 2015$1,197,000
-9.2%
19,631
+0.8%
0.53%
-3.5%
Q2 2015$1,319,000
+27.2%
19,466
+13.7%
0.55%
+32.8%
Q1 2015$1,037,000
-1.0%
17,116
+2.2%
0.41%
+1.2%
Q4 2014$1,048,000
+4.0%
16,7410.0%0.41%
-1.9%
Q3 2014$1,008,000
+5.8%
16,741
+1.2%
0.41%
+0.5%
Q2 2014$953,000
-8.5%
16,541
-3.5%
0.41%
-10.6%
Q1 2014$1,041,000
+5.0%
17,141
+1.2%
0.46%
+3.1%
Q4 2013$991,000
+14.6%
16,941
+1.2%
0.45%
+7.2%
Q3 2013$865,000
-2.1%
16,7410.0%0.42%
-4.8%
Q2 2013$884,00016,7410.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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