Baker Ellis Asset Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,829 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 1.36 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
Baker Ellis Asset Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,373,688
+0.4%
50,846
+0.6%
1.32%
+6.0%
Q2 2023$7,347,775
+12.3%
50,521
+0.6%
1.25%
+6.6%
Q1 2023$6,545,603
-4.0%
50,231
-1.2%
1.17%
-11.3%
Q4 2022$6,819,388
+35.0%
50,853
+5.2%
1.32%
+20.0%
Q3 2022$5,052,000
-3.2%
48,343
+4.3%
1.10%
+1.5%
Q2 2022$5,219,000
-14.8%
46,349
+3.1%
1.08%
-1.0%
Q1 2022$6,126,000
-8.8%
44,936
+6.0%
1.10%
-7.5%
Q4 2021$6,715,000
-3.8%
42,403
+0.5%
1.18%
-11.8%
Q3 2021$6,979,000
+4.7%
42,202
-1.5%
1.34%
+2.9%
Q2 2021$6,665,000
+4.8%
42,850
+2.5%
1.31%
-4.9%
Q1 2021$6,362,000
+21.4%
41,790
+1.3%
1.37%
+9.9%
Q4 2020$5,240,000
+33.2%
41,234
+0.9%
1.25%
+13.7%
Q3 2020$3,935,000
+6.6%
40,879
+4.2%
1.10%
+0.9%
Q2 2020$3,692,000
+5.9%
39,247
+1.4%
1.09%
-12.8%
Q1 2020$3,486,000
-30.1%
38,722
+8.2%
1.25%
-9.4%
Q4 2019$4,988,000
+16.7%
35,780
-1.5%
1.38%
+21.3%
Q3 2019$4,274,000
+0.9%
36,315
-4.1%
1.14%
+1.1%
Q2 2019$4,234,000
+14.6%
37,875
+3.8%
1.12%
+9.2%
Q1 2019$3,694,000
+77.0%
36,490
+70.7%
1.03%
+62.6%
Q4 2018$2,087,000
-11.3%
21,380
+2.6%
0.63%
+4.5%
Q3 2018$2,352,000
+9.2%
20,845
+0.8%
0.61%
+6.9%
Q2 2018$2,154,000
-2.5%
20,675
+2.9%
0.57%
-2.2%
Q1 2018$2,209,000
+2.3%
20,089
-0.5%
0.58%
+6.6%
Q4 2017$2,159,000
+13.3%
20,189
+1.2%
0.54%
+7.5%
Q3 2017$1,906,000
+17.7%
19,959
+12.7%
0.51%
+14.0%
Q2 2017$1,619,000
+11.9%
17,712
+7.5%
0.44%
+7.5%
Q1 2017$1,447,000
-0.6%
16,477
-2.4%
0.41%
-3.3%
Q4 2016$1,456,000
+32.2%
16,877
+2.0%
0.43%
+28.6%
Q3 2016$1,101,000
+11.1%
16,540
+3.8%
0.33%
+6.8%
Q2 2016$991,000
+7.0%
15,940
+1.9%
0.31%
+1.6%
Q1 2016$926,000
-3.5%
15,640
+7.6%
0.31%
-7.0%
Q4 2015$960,000
+9.1%
14,540
+0.7%
0.33%
+4.8%
Q3 2015$880,000
-3.9%
14,440
+6.8%
0.31%
+2.3%
Q2 2015$916,000
+28.1%
13,525
+14.7%
0.31%
+35.2%
Q1 2015$715,000
+6.7%
11,796
+10.2%
0.23%
+0.9%
Q4 2014$670,000
+3.9%
10,7050.0%0.22%
+0.9%
Q3 2014$645,000
+8.6%
10,705
+3.9%
0.22%
+10.4%
Q2 2014$594,000
-0.5%
10,305
+4.8%
0.20%
-1.9%
Q1 2014$597,000
+27.8%
9,834
+23.2%
0.21%
+27.2%
Q4 2013$467,000
+19.1%
7,984
+5.3%
0.16%
+9.5%
Q3 2013$392,000
-2.0%
7,5840.0%0.15%
-6.9%
Q2 2013$400,0007,5840.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
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