OBERMEYER WOOD INVESTMENT COUNSEL, LLLP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,693,166
-0.0%
18,571
+0.2%
0.20%
+3.1%
Q2 2023$2,694,421
+7.1%
18,526
-4.0%
0.19%
+3.2%
Q1 2023$2,515,244
+0.2%
19,302
+3.1%
0.19%
-1.1%
Q4 2022$2,510,486
+39.7%
18,721
+8.9%
0.19%
+30.1%
Q3 2022$1,797,000
-17.2%
17,193
-10.8%
0.15%
-8.2%
Q2 2022$2,171,000
-17.0%
19,281
+0.5%
0.16%
+1.9%
Q1 2022$2,615,000
-7.9%
19,181
+6.9%
0.16%
+2.6%
Q4 2021$2,840,000
+4.0%
17,935
+7.5%
0.15%
+0.7%
Q3 2021$2,732,000
+7.8%
16,690
+2.4%
0.15%
+7.1%
Q2 2021$2,534,000
+0.4%
16,291
-1.7%
0.14%
-9.0%
Q1 2021$2,524,000
+84.4%
16,580
+53.9%
0.16%
+70.3%
Q4 2020$1,369,000
+18.6%
10,775
-10.1%
0.09%
+5.8%
Q3 2020$1,154,000
-4.9%
11,987
-7.0%
0.09%
-16.5%
Q2 2020$1,213,000
+2.5%
12,896
-1.8%
0.10%
-18.3%
Q1 2020$1,183,000
-37.7%
13,136
-3.6%
0.13%
-25.0%
Q4 2019$1,899,000
+18.2%
13,624
-0.1%
0.17%
+12.8%
Q3 2019$1,606,000
+7.1%
13,642
+1.7%
0.15%
+10.4%
Q2 2019$1,500,000
+12.9%
13,416
+2.2%
0.14%
+8.0%
Q1 2019$1,329,000
-2.2%
13,127
-5.7%
0.12%
-9.4%
Q4 2018$1,359,000
-21.5%
13,920
-9.2%
0.14%
-5.5%
Q3 2018$1,731,000
+5.5%
15,336
-2.6%
0.15%0.0%
Q2 2018$1,640,000
-20.3%
15,738
-16.0%
0.15%
-21.9%
Q1 2018$2,059,000
+1.7%
18,727
-1.1%
0.19%
+6.2%
Q4 2017$2,025,000
+26.2%
18,939
+12.8%
0.18%
+26.6%
Q3 2017$1,604,000
+120.0%
16,793
+110.6%
0.14%
+113.8%
Q2 2017$729,000
+41.0%
7,973
+35.3%
0.06%
+35.4%
Q1 2017$517,000
+1.8%
5,8910.0%0.05%
-2.0%
Q4 2016$508,000
+29.6%
5,8910.0%0.05%
+28.9%
Q3 2016$392,000
+7.1%
5,8910.0%0.04%
+5.6%
Q2 2016$366,000
+20.4%
5,891
+14.6%
0.04%
+28.6%
Q1 2016$304,000
-35.3%
5,141
-27.8%
0.03%
-34.9%
Q4 2015$470,000
-4.3%
7,120
-11.7%
0.04%
-17.3%
Q3 2015$491,000
-10.1%
8,0610.0%0.05%
+10.6%
Q2 2015$546,000
+11.9%
8,0610.0%0.05%
+17.5%
Q1 2015$488,000
-3.2%
8,0610.0%0.04%
-13.0%
Q4 2014$504,000
+2190.9%
8,061
+1796.7%
0.05%
+666.7%
Q2 2013$22,0004250.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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