HEADINVEST, 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
HEADINVEST, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,333,108
-6.9%
30,139
-0.0%
0.94%
-6.2%
Q2 2023$4,655,921
+15.4%
30,145
-2.6%
1.00%
+13.3%
Q1 2023$4,033,040
-3.5%
30,950
-0.7%
0.88%
-5.3%
Q4 2022$4,178,310
+19.4%
31,158
-6.9%
0.94%
+11.6%
Q3 2022$3,498,000
-8.9%
33,471
-1.9%
0.84%
-2.0%
Q2 2022$3,840,000
-17.7%
34,102
-0.4%
0.86%
-4.1%
Q1 2022$4,668,000
-15.0%
34,244
-1.3%
0.89%
-8.5%
Q4 2021$5,494,000
-2.8%
34,698
+0.5%
0.98%
-9.0%
Q3 2021$5,650,000
+5.1%
34,519
-0.2%
1.07%
+4.7%
Q2 2021$5,377,000
+2.2%
34,574
-0.0%
1.02%
-4.7%
Q1 2021$5,263,000
+20.7%
34,575
+0.7%
1.07%
+16.0%
Q4 2020$4,361,000
+46.2%
34,318
+10.8%
0.93%
+7.4%
Q3 2020$2,983,000
+9.9%
30,982
+7.4%
0.86%
+0.8%
Q2 2020$2,714,000
+8.0%
28,855
+3.4%
0.86%
-9.1%
Q1 2020$2,513,000
-35.8%
27,911
-0.6%
0.94%
-16.3%
Q4 2019$3,914,000
+19.5%
28,076
+0.9%
1.12%
+13.2%
Q3 2019$3,274,000
-0.2%
27,818
-5.2%
0.99%
+7.0%
Q2 2019$3,280,000
+15.2%
29,342
+4.4%
0.93%
+16.4%
Q1 2019$2,846,000
-47.1%
28,112
-49.0%
0.80%
-6.5%
Q4 2018$5,379,000
+75.6%
55,102
+103.0%
0.85%
-3.3%
Q3 2018$3,063,000
+14.5%
27,141
+5.7%
0.88%
+8.0%
Q2 2018$2,676,000
+6.8%
25,681
+12.8%
0.82%
+1.6%
Q1 2018$2,505,000
+4.3%
22,775
+1.4%
0.80%
+8.4%
Q4 2017$2,401,000
+6.3%
22,4500.0%0.74%
+4.8%
Q3 2017$2,259,000
+16.9%
22,450
+6.1%
0.71%
+11.0%
Q2 2017$1,933,00021,1500.64%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders