Aureus Asset Management, LLC - 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
Aureus Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,661,891
+5.5%
18,355
+5.8%
0.21%
+13.2%
Q2 2023$2,522,784
-44.4%
17,346
-50.1%
0.19%
-47.4%
Q1 2023$4,534,180
-0.5%
34,795
+2.3%
0.36%
-8.9%
Q4 2022$4,559,004
+24.1%
33,997
-3.3%
0.39%
+23.1%
Q3 2022$3,675,000
+14.8%
35,164
+23.7%
0.32%
+24.0%
Q2 2022$3,200,000
-25.4%
28,418
-9.7%
0.26%
-9.5%
Q1 2022$4,291,000
-14.5%
31,476
-0.7%
0.28%
-8.1%
Q4 2021$5,018,000
-1.4%
31,690
+2.0%
0.31%
-7.5%
Q3 2021$5,087,000
-1.6%
31,076
-6.5%
0.34%
+0.9%
Q2 2021$5,170,000
+18.5%
33,236
+16.0%
0.33%
-1.8%
Q1 2021$4,362,000
+24.7%
28,655
+4.1%
0.34%
+14.6%
Q4 2020$3,498,000
+36.2%
27,527
+3.2%
0.30%
+21.4%
Q3 2020$2,568,000
+2.2%
26,679
-0.1%
0.24%
-11.3%
Q2 2020$2,512,000
+9.9%
26,710
+5.2%
0.27%
-13.6%
Q1 2020$2,286,000
-36.6%
25,391
-1.8%
0.32%
-21.3%
Q4 2019$3,603,000
+16.4%
25,845
-1.7%
0.40%
+4.7%
Q3 2019$3,095,000
+2.8%
26,294
-2.4%
0.38%
+3.8%
Q2 2019$3,011,000
-7.6%
26,934
-16.3%
0.37%
-14.1%
Q1 2019$3,259,000
+3.8%
32,191
+0.1%
0.43%
-12.4%
Q4 2018$3,139,000
-12.8%
32,156
+0.8%
0.49%
+7.6%
Q3 2018$3,599,000
+5.6%
31,892
-2.5%
0.46%
-2.1%
Q2 2018$3,409,000
+2.5%
32,712
+8.1%
0.47%
-6.4%
Q1 2018$3,327,000
+3.2%
30,251
+0.3%
0.50%
+0.2%
Q4 2017$3,224,000
+17.4%
30,150
+4.9%
0.50%
+15.0%
Q3 2017$2,746,000
+37.1%
28,753
+31.2%
0.43%
+28.8%
Q2 2017$2,003,000
-3.9%
21,913
-8.3%
0.34%
-6.9%
Q1 2017$2,084,000
+12.0%
23,908
+10.9%
0.36%
-0.8%
Q4 2016$1,861,000
+19.1%
21,564
-8.1%
0.36%
+17.0%
Q3 2016$1,562,000
+13.8%
23,454
+6.2%
0.31%
+5.4%
Q2 2016$1,373,000
+37.3%
22,095
+30.9%
0.30%
+35.8%
Q1 2016$1,000,000
-34.1%
16,880
-26.6%
0.22%
-36.1%
Q4 2015$1,518,000
+9.8%
22,997
+1.4%
0.34%
-0.9%
Q3 2015$1,383,000
-9.0%
22,680
+1.2%
0.34%
+7.8%
Q2 2015$1,519,000
+20.0%
22,421
+7.3%
0.32%
+9.6%
Q1 2015$1,266,000
-7.5%
20,890
-4.5%
0.29%
-12.6%
Q4 2014$1,369,000
+4.3%
21,883
+0.4%
0.33%
+1.2%
Q3 2014$1,313,000
-21.6%
21,795
-25.0%
0.33%
-21.3%
Q2 2014$1,674,000
-17.3%
29,045
-12.9%
0.42%
-19.6%
Q1 2014$2,024,000
+12.6%
33,335
+8.5%
0.52%
+6.8%
Q4 2013$1,797,000
-3.4%
30,720
-14.6%
0.49%
-23.4%
Q3 2013$1,860,000
-24.7%
35,990
-23.0%
0.64%
-28.1%
Q2 2013$2,469,00046,7620.88%
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