Redwood Investments, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,729 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

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
Redwood Investments, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,264,748
-18.6%
29,408
-18.4%
0.58%
-9.8%
Q2 2023$5,241,948
+8.4%
36,042
-2.9%
0.64%
+3.6%
Q1 2023$4,836,456
+9.5%
37,115
+12.7%
0.62%
+4.6%
Q4 2022$4,416,718
+29.2%
32,936
+0.7%
0.59%
+28.8%
Q3 2022$3,418,000
-11.1%
32,704
-4.2%
0.46%
+7.5%
Q2 2022$3,846,000
-38.1%
34,154
-25.1%
0.43%
-27.4%
Q1 2022$6,215,000
-14.1%
45,588
-0.3%
0.59%
+3.0%
Q4 2021$7,238,000
+1.6%
45,710
+5.0%
0.57%
-4.0%
Q3 2021$7,126,000
-2.4%
43,534
-7.3%
0.60%
+1.2%
Q2 2021$7,303,000
+106.8%
46,950
+102.3%
0.59%
+89.7%
Q1 2021$3,532,000
+19.9%
23,205
+0.1%
0.31%
+23.5%
Q4 2020$2,947,000
+30.0%
23,191
-1.5%
0.25%
+31.4%
Q3 2020$2,267,000
-64.0%
23,545
-64.9%
0.19%
-65.7%
Q2 2020$6,302,000
+245.9%
67,004
+231.2%
0.56%
+159.1%
Q1 2020$1,822,000
-33.0%
20,233
+3.8%
0.22%
-15.7%
Q4 2019$2,718,000
-76.6%
19,496
-80.3%
0.26%
-71.5%
Q3 2019$11,633,000
+5.0%
98,845
-0.2%
0.90%
+9.7%
Q2 2019$11,077,000
-9.9%
99,077
-18.4%
0.82%
-9.0%
Q1 2019$12,294,000
+3.0%
121,448
-0.7%
0.90%
-20.0%
Q4 2018$11,940,000
-13.8%
122,315
-0.3%
1.12%
+3.9%
Q3 2018$13,850,000
+4.0%
122,740
-4.0%
1.08%
+17.3%
Q2 2018$13,323,000
-6.6%
127,857
-1.4%
0.92%
-12.3%
Q1 2018$14,262,000
-0.3%
129,688
-3.0%
1.05%
+4.1%
Q4 2017$14,298,000
+11.4%
133,700
-0.5%
1.01%
-31.0%
Q3 2017$12,833,000
-24.9%
134,368
-28.1%
1.46%
-15.0%
Q2 2017$17,081,000
-0.8%
186,878
-4.7%
1.72%
+1.0%
Q1 2017$17,221,000
+179.2%
196,047
+174.2%
1.70%
+205.9%
Q4 2016$6,169,000
+123280.0%
71,495
+95226.7%
0.56%
+55600.0%
Q4 2015$5,000
-99.2%
75
-99.3%
0.00%
-98.9%
Q1 2014$610,000
-79.8%
10,048
-80.6%
0.09%
-80.6%
Q4 2013$3,025,000
-54.0%
51,731
-59.4%
0.45%
-51.4%
Q3 2013$6,579,000
-52.2%
127,280
-51.2%
0.93%
-56.1%
Q2 2013$13,762,000260,6862.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2014
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