Callahan Advisors, 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
Callahan Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,948,993
-0.0%
137,560
+0.3%
2.51%
+3.3%
Q2 2023$19,954,025
+15.5%
137,198
+3.4%
2.42%
+8.6%
Q1 2023$17,282,863
-3.2%
132,629
-0.4%
2.23%
-8.6%
Q4 2022$17,856,465
+29.1%
133,158
+0.6%
2.44%
+23.0%
Q3 2022$13,830,000
-6.4%
132,347
+0.9%
1.99%
+1.0%
Q2 2022$14,774,000
-16.0%
131,195
+1.7%
1.97%
-2.0%
Q1 2022$17,584,000
-12.2%
128,994
+2.0%
2.01%
-10.7%
Q4 2021$20,019,000
-1.9%
126,420
+1.4%
2.25%
-12.6%
Q3 2021$20,405,000
+6.5%
124,659
+1.2%
2.57%
+5.8%
Q2 2021$19,154,000
+1.8%
123,142
-0.4%
2.43%
-4.6%
Q1 2021$18,820,000
+18.7%
123,626
-0.9%
2.55%
+9.8%
Q4 2020$15,859,000
+32.5%
124,807
+0.4%
2.32%
+18.6%
Q3 2020$11,970,000
+0.9%
124,337
-1.4%
1.96%
-6.9%
Q2 2020$11,861,000
+3.4%
126,097
-1.0%
2.10%
-12.7%
Q1 2020$11,471,000
-38.1%
127,408
-4.2%
2.41%
-18.9%
Q4 2019$18,531,000
+18.6%
132,933
+0.2%
2.97%
+8.9%
Q3 2019$15,620,000
+6.9%
132,721
+1.6%
2.73%
+4.0%
Q2 2019$14,608,000
+9.9%
130,659
-0.5%
2.62%
+6.0%
Q1 2019$13,287,000
+6.3%
131,255
+2.5%
2.47%
-7.3%
Q4 2018$12,498,000
-13.3%
128,031
+0.2%
2.67%
-0.3%
Q3 2018$14,417,000
+8.1%
127,768
-0.2%
2.68%
+1.7%
Q2 2018$13,340,000
-5.3%
128,027
-0.0%
2.63%
-8.9%
Q1 2018$14,080,000
-0.4%
128,031
-3.2%
2.89%
+2.9%
Q4 2017$14,140,000
+8.2%
132,219
-3.4%
2.81%
+2.1%
Q3 2017$13,072,000
+3.6%
136,870
-0.8%
2.75%
+0.1%
Q2 2017$12,613,000
+3.4%
138,002
-0.7%
2.74%
-0.1%
Q1 2017$12,203,000
+0.2%
138,920
-1.5%
2.75%
-6.4%
Q4 2016$12,173,000
+32.5%
141,073
+2.3%
2.93%
+27.7%
Q3 2016$9,185,000
+10.0%
137,933
+2.6%
2.30%
+4.7%
Q2 2016$8,353,000
+5.9%
134,429
+0.9%
2.19%
+1.5%
Q1 2016$7,886,000
-6.3%
133,168
+4.5%
2.16%
-10.0%
Q4 2015$8,415,000
+12.7%
127,440
+4.0%
2.40%
+4.6%
Q3 2015$7,470,000
-4.7%
122,512
+5.9%
2.29%
+1.7%
Q2 2015$7,837,000
+20.6%
115,653
+7.8%
2.26%
+19.1%
Q1 2015$6,499,000
+2.8%
107,272
+6.2%
1.89%
+1.8%
Q4 2014$6,321,000
+17.6%
101,013
+13.2%
1.86%
+11.7%
Q3 2014$5,375,000
+5.8%
89,221
+1.2%
1.66%
+3.1%
Q2 2014$5,081,000
-2.2%
88,176
+3.1%
1.62%
-8.7%
Q1 2014$5,193,000
+8.7%
85,531
+4.7%
1.77%
+6.1%
Q4 2013$4,778,000
+17.8%
81,703
+4.1%
1.67%
+7.7%
Q3 2013$4,056,000
+0.0%
78,460
+2.2%
1.55%
-6.7%
Q2 2013$4,054,00076,7861.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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