Forward Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,829 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 0.73 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
Forward Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2018$1,149,000
-13.4%
10,185
-20.0%
0.20%
-10.6%
Q2 2018$1,327,000
-3.1%
12,735
+2.3%
0.22%
+9.0%
Q1 2018$1,369,000
+3.5%
12,452
+0.6%
0.20%
+34.2%
Q4 2017$1,323,000
+5.1%
12,374
-6.1%
0.15%
+5.7%
Q3 2017$1,259,000
+9.0%
13,178
+4.3%
0.14%
+43.9%
Q2 2017$1,155,000
+6.1%
12,636
+1.9%
0.10%
+6.5%
Q1 2017$1,089,000
-3.0%
12,396
-4.8%
0.09%
+17.9%
Q4 2016$1,123,000
+20.2%
13,015
-7.2%
0.08%
+9.9%
Q3 2016$934,000
-8.4%
14,029
-14.5%
0.07%
-17.4%
Q2 2016$1,020,000
-33.7%
16,415
-36.8%
0.09%
-31.7%
Q1 2016$1,538,000
-28.5%
25,977
-20.3%
0.13%
-30.8%
Q4 2015$2,152,000
-4.9%
32,576
-12.3%
0.18%0.0%
Q3 2015$2,264,000
-30.0%
37,126
-22.7%
0.18%
-8.5%
Q2 2015$3,235,000
+12.7%
48,022
+0.9%
0.20%
+15.7%
Q1 2015$2,871,000
-4.5%
47,590
-1.5%
0.17%
+4.9%
Q4 2014$3,007,000
+2.6%
48,307
-1.1%
0.16%
-6.3%
Q3 2014$2,931,000
+2.5%
48,859
-1.8%
0.18%
+6.1%
Q2 2014$2,859,000
-7.4%
49,757
-2.6%
0.16%
-6.8%
Q1 2014$3,088,000
+3.9%
51,071
+0.3%
0.18%
-2.2%
Q4 2013$2,971,000
+67.6%
50,939
+48.8%
0.18%
+57.4%
Q3 2013$1,773,000
+0.9%
34,244
+2.8%
0.12%
-20.1%
Q2 2013$1,758,00033,3020.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2015
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders