Ballentine Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Ballentine Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,892,830
+6.3%
68,217
+6.7%
0.23%
+8.9%
Q2 2023$9,302,197
+15.5%
63,959
+3.5%
0.21%
+5.4%
Q1 2023$8,054,201
+0.6%
61,808
+3.5%
0.20%
-14.7%
Q4 2022$8,006,306
+47.5%
59,704
+15.0%
0.24%
+26.6%
Q3 2022$5,427,000
+4.3%
51,929
+12.4%
0.19%
+2.2%
Q2 2022$5,203,000
-19.5%
46,210
-2.5%
0.18%
-8.9%
Q1 2022$6,463,000
-7.1%
47,411
+7.9%
0.20%
-2.9%
Q4 2021$6,955,000
+4.6%
43,924
+8.1%
0.21%
-7.6%
Q3 2021$6,651,000
+5.6%
40,631
+0.3%
0.22%
+3.7%
Q2 2021$6,298,000
+4.5%
40,495
+2.3%
0.22%
-3.1%
Q1 2021$6,028,000
+32.8%
39,596
+10.8%
0.22%
+24.4%
Q4 2020$4,540,000
+21.4%
35,728
-8.0%
0.18%
+9.1%
Q3 2020$3,739,000
-5.2%
38,843
-7.4%
0.16%
-12.7%
Q2 2020$3,945,000
-4.9%
41,956
-8.9%
0.19%
-21.6%
Q1 2020$4,148,000
-31.9%
46,067
+5.4%
0.24%
-12.7%
Q4 2019$6,092,000
+17.7%
43,698
-0.6%
0.28%
+13.6%
Q3 2019$5,174,000
+6.9%
43,969
+1.6%
0.24%
+4.7%
Q2 2019$4,839,000
+71.7%
43,282
+55.5%
0.23%
+57.8%
Q1 2019$2,818,000
+4.5%
27,832
+0.7%
0.15%
-5.8%
Q4 2018$2,697,000
-18.0%
27,632
-5.2%
0.16%
-9.3%
Q3 2018$3,288,000
+12.2%
29,144
+3.6%
0.17%
+5.5%
Q2 2018$2,931,000
-2.2%
28,122
+3.2%
0.16%
-3.0%
Q1 2018$2,996,000
+1.5%
27,240
-1.3%
0.17%
+4.3%
Q4 2017$2,953,000
+8.4%
27,611
-3.2%
0.16%
+7.3%
Q3 2017$2,723,000
+14.8%
28,523
+11.5%
0.15%
-13.3%
Q2 2017$2,371,000
+25.6%
25,589
+19.1%
0.17%
+29.1%
Q1 2017$1,887,000
+19.5%
21,490
+16.4%
0.13%
+9.8%
Q4 2016$1,579,000
+35.9%
18,459
+5.7%
0.12%
+29.8%
Q3 2016$1,162,000
+1.6%
17,458
-5.1%
0.09%
-2.1%
Q2 2016$1,144,000
+10.9%
18,388
+5.6%
0.10%
+5.5%
Q1 2016$1,032,000
-4.7%
17,413
+6.1%
0.09%
-14.2%
Q4 2015$1,083,000
+19.0%
16,416
+9.9%
0.11%
+10.4%
Q3 2015$910,000
-17.0%
14,936
-7.6%
0.10%
-10.3%
Q2 2015$1,096,000
+14.2%
16,172
+1.3%
0.11%
+13.8%
Q1 2015$960,000
-7.2%
15,959
-3.5%
0.09%
-21.7%
Q4 2014$1,035,000
+3.9%
16,5430.0%0.12%
+1.7%
Q3 2014$996,000
+5.8%
16,543
+0.7%
0.12%
+6.3%
Q2 2014$941,000
-7.4%
16,432
-1.7%
0.11%
-6.7%
Q1 2014$1,016,000
+4.7%
16,724
+1.0%
0.12%
+9.2%
Q4 2013$970,000
+10.1%
16,565
-2.8%
0.11%
+0.9%
Q3 2013$881,000
+37.4%
17,039
+40.4%
0.11%
+25.6%
Q2 2013$641,00012,1330.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders