Legacy Private Trust Co. - 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
Legacy Private Trust Co. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,373,859
+0.4%
71,534
+0.7%
0.89%
+4.4%
Q2 2023$10,336,129
+8.7%
71,068
-2.6%
0.86%
+5.4%
Q1 2023$9,510,805
-2.1%
72,986
+0.8%
0.81%
-7.6%
Q4 2022$9,710,449
+33.9%
72,412
+4.4%
0.88%
+27.6%
Q3 2022$7,252,000
-11.3%
69,393
-4.4%
0.69%
-6.0%
Q2 2022$8,174,000
-11.3%
72,583
+7.4%
0.73%
+2.2%
Q1 2022$9,217,000
-14.1%
67,611
-0.2%
0.72%
-11.1%
Q4 2021$10,730,000
-0.8%
67,762
+2.5%
0.80%
-8.0%
Q3 2021$10,818,000
+10.6%
66,086
+5.1%
0.88%
+6.2%
Q2 2021$9,779,000
+2.8%
62,873
+0.6%
0.82%
-4.0%
Q1 2021$9,514,000
+17.0%
62,499
-2.3%
0.86%
+11.7%
Q4 2020$8,132,000
+21.9%
63,997
-7.7%
0.77%
+11.5%
Q3 2020$6,672,000
-9.9%
69,304
-12.0%
0.69%
-15.6%
Q2 2020$7,407,000
+1.4%
78,739
-3.0%
0.82%
-13.9%
Q1 2020$7,307,000
-39.1%
81,161
-5.7%
0.95%
-24.5%
Q4 2019$11,991,000
+17.4%
86,025
-0.9%
1.26%
+9.8%
Q3 2019$10,217,000
+3.2%
86,814
-2.0%
1.14%
+1.4%
Q2 2019$9,903,000
+9.2%
88,577
-1.1%
1.13%
+4.7%
Q1 2019$9,067,000
+0.0%
89,562
-3.5%
1.08%
-8.1%
Q4 2018$9,065,000
-16.0%
92,855
-3.0%
1.17%
-4.0%
Q3 2018$10,797,000
+7.9%
95,687
-0.4%
1.22%
+2.3%
Q2 2018$10,006,000
+4.6%
96,025
+10.3%
1.19%
+6.7%
Q1 2018$9,570,000
+22.0%
87,023
+18.7%
1.12%
+22.2%
Q4 2017$7,842,000
+16.2%
73,328
+3.8%
0.92%
+11.4%
Q3 2017$6,747,000
+10.2%
70,642
+5.4%
0.82%
+5.9%
Q2 2017$6,124,000
+2.6%
66,996
-1.4%
0.78%
+1.0%
Q1 2017$5,968,000
-1.2%
67,941
-2.9%
0.77%
-6.5%
Q4 2016$6,039,000
+292.9%
69,977
+203.2%
0.82%
+292.3%
Q3 2016$1,537,000
-42.7%
23,078
-46.5%
0.21%
-46.4%
Q2 2016$2,681,000
-19.0%
43,149
-22.8%
0.39%
-21.8%
Q1 2016$3,308,000
-23.8%
55,872
-15.0%
0.50%
-24.4%
Q4 2015$4,340,000
+22.6%
65,727
+13.2%
0.66%
+18.1%
Q3 2015$3,540,000
-4.9%
58,055
+5.6%
0.56%
-0.4%
Q2 2015$3,724,000
+86.3%
54,965
+66.6%
0.56%
+91.5%
Q1 2015$1,999,000
+16.6%
32,995
+20.4%
0.29%
+16.3%
Q4 2014$1,715,000
+5.4%
27,399
+1.4%
0.25%
+1.6%
Q3 2014$1,627,000
-53.8%
27,014
-55.8%
0.25%
-10.1%
Q2 2014$3,522,000
+56.0%
61,128
+64.3%
0.28%
-29.9%
Q1 2014$2,258,000
+6.1%
37,199
+2.2%
0.39%
+1.3%
Q4 2013$2,128,000
+11.2%
36,387
-1.7%
0.39%
-3.7%
Q3 2013$1,913,000
+3.6%
37,012
+5.8%
0.40%
-6.9%
Q2 2013$1,847,00034,9820.43%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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