Ashfield Capital Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Ashfield Capital Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$2,248,000
-7.2%
21,5150.0%0.19%
+0.5%
Q2 2022$2,423,000
-16.2%
21,515
+1.5%
0.19%
+0.5%
Q1 2022$2,891,000
-12.4%
21,204
+1.7%
0.19%
-11.8%
Q4 2021$3,301,000
-3.2%
20,848
+0.1%
0.21%
-12.8%
Q3 2021$3,409,000
+5.2%
20,8280.0%0.24%
+5.2%
Q2 2021$3,240,000
+4.2%
20,828
+1.9%
0.23%
-6.5%
Q1 2021$3,110,000
+23.1%
20,432
+2.8%
0.25%
+20.5%
Q4 2020$2,526,000
+31.4%
19,875
-0.5%
0.20%
+17.1%
Q3 2020$1,923,000
+2.3%
19,9750.0%0.18%
-5.9%
Q2 2020$1,879,000
+8.2%
19,975
+3.6%
0.19%
-11.8%
Q1 2020$1,736,000
-39.3%
19,284
-6.1%
0.21%
-26.0%
Q4 2019$2,862,000
+18.3%
20,532
-0.2%
0.28%
+8.8%
Q3 2019$2,420,000
+15.3%
20,566
+9.6%
0.26%
+17.0%
Q2 2019$2,098,000
+10.3%
18,766
-0.1%
0.22%
+7.2%
Q1 2019$1,902,000
+4.7%
18,786
+1.0%
0.21%
-11.8%
Q4 2018$1,816,000
+10.2%
18,606
+27.4%
0.24%
+28.1%
Q3 2018$1,648,000
+5.8%
14,606
-2.3%
0.18%
-4.6%
Q2 2018$1,558,000
-5.3%
14,9560.0%0.19%
-9.3%
Q1 2018$1,645,000
+3.1%
14,956
+0.3%
0.21%
+4.4%
Q4 2017$1,595,000
+11.9%
14,9170.0%0.20%
+7.3%
Q3 2017$1,425,000
+4.5%
14,9170.0%0.19%
+2.1%
Q2 2017$1,363,000
+1.9%
14,917
-2.0%
0.19%
+1.1%
Q1 2017$1,337,000
-14.0%
15,225
-15.5%
0.18%
+21.7%
Q4 2016$1,555,000
+16.7%
18,023
-10.0%
0.15%
+38.2%
Q3 2016$1,333,000
+6.6%
20,023
-0.5%
0.11%
+8.9%
Q2 2016$1,251,000
+4.3%
20,130
-0.5%
0.10%
+16.1%
Q1 2016$1,199,000
-8.9%
20,239
+1.6%
0.09%
-3.3%
Q4 2015$1,316,000
+8.3%
19,9300.0%0.09%
+15.4%
Q3 2015$1,215,000
-10.0%
19,9300.0%0.08%
+5.4%
Q2 2015$1,350,000
+19.3%
19,930
+6.7%
0.07%
+23.3%
Q1 2015$1,132,000
-0.9%
18,680
+2.3%
0.06%
+9.1%
Q4 2014$1,142,000
+3.8%
18,2550.0%0.06%
+3.8%
Q3 2014$1,100,000
+4.6%
18,2550.0%0.05%
+8.2%
Q2 2014$1,052,000
-7.4%
18,255
-2.4%
0.05%
-10.9%
Q1 2014$1,136,000
+3.8%
18,7040.0%0.06%
+5.8%
Q4 2013$1,094,000
+13.1%
18,7040.0%0.05%
+4.0%
Q3 2013$967,000
-3.1%
18,704
-1.1%
0.05%
-7.4%
Q2 2013$998,00018,9040.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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