Birch Hill Investment Advisors 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
Birch Hill Investment Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,521,325
-1.6%
120,820
-1.3%
1.04%
+2.4%
Q2 2023$17,803,174
+10.5%
122,409
-1.0%
1.02%
+2.0%
Q1 2023$16,109,452
-4.3%
123,624
-1.5%
1.00%
-6.7%
Q4 2022$16,831,033
+29.5%
125,511
+0.9%
1.07%
+22.2%
Q3 2022$12,993,000
-3.3%
124,339
+4.2%
0.88%
+4.5%
Q2 2022$13,443,000
-17.3%
119,376
+0.1%
0.84%
-3.3%
Q1 2022$16,261,000
-14.3%
119,284
-0.4%
0.87%
-7.5%
Q4 2021$18,967,000
-3.3%
119,780
-0.0%
0.94%
-10.9%
Q3 2021$19,609,000
+5.7%
119,795
+0.4%
1.05%
+5.8%
Q2 2021$18,552,000
+1.7%
119,275
-0.5%
1.00%
-4.1%
Q1 2021$18,245,000
+18.3%
119,850
-1.3%
1.04%
+12.8%
Q4 2020$15,429,000
+33.4%
121,420
+1.1%
0.92%
+19.8%
Q3 2020$11,565,000
+13.3%
120,131
+10.7%
0.77%
+2.7%
Q2 2020$10,207,000
+5.2%
108,517
+0.7%
0.75%
-11.9%
Q1 2020$9,705,000
-35.7%
107,792
-0.5%
0.85%
-14.8%
Q4 2019$15,098,000
+17.5%
108,310
-0.8%
1.00%
+7.7%
Q3 2019$12,854,000
+4.0%
109,220
-1.2%
0.93%
+1.6%
Q2 2019$12,355,000
+9.8%
110,510
-0.5%
0.91%
+6.5%
Q1 2019$11,248,000
+4.9%
111,118
+1.2%
0.86%
-8.4%
Q4 2018$10,719,000
-13.1%
109,803
+0.4%
0.93%
+3.5%
Q3 2018$12,338,000
+9.7%
109,343
+1.3%
0.90%
+0.9%
Q2 2018$11,251,000
-1.8%
107,971
+3.7%
0.89%
-5.8%
Q1 2018$11,453,000
+12.1%
104,146
+9.0%
0.95%
+12.3%
Q4 2017$10,218,000
+11.2%
95,549
-0.7%
0.84%
+5.8%
Q3 2017$9,191,000
+4.0%
96,229
-0.5%
0.80%
+2.2%
Q2 2017$8,836,000
+3.2%
96,679
-0.9%
0.78%
+7.0%
Q1 2017$8,566,000
+2.9%
97,523
+1.1%
0.73%
-3.3%
Q4 2016$8,328,000
+31.5%
96,508
+1.5%
0.76%
+28.6%
Q3 2016$6,331,000
+5.7%
95,073
-1.3%
0.59%0.0%
Q2 2016$5,987,000
+1.4%
96,344
-3.3%
0.59%
-5.3%
Q1 2016$5,903,000
-19.0%
99,677
-9.7%
0.62%
-18.5%
Q4 2015$7,290,000
+4.0%
110,399
-4.0%
0.76%
-0.4%
Q3 2015$7,011,000
-14.8%
114,993
-5.3%
0.76%
-9.5%
Q2 2015$8,228,000
+11.9%
121,424
+0.0%
0.84%
+12.5%
Q1 2015$7,353,000
-10.3%
121,374
-7.3%
0.75%
-9.4%
Q4 2014$8,195,000
-48.3%
130,957
-50.2%
0.83%
-49.8%
Q3 2014$15,840,000
+5.6%
262,942
+1.0%
1.65%
+5.2%
Q2 2014$15,003,000
-1.7%
260,384
+3.5%
1.57%
-4.4%
Q1 2014$15,267,000
+7.9%
251,480
+3.9%
1.64%
+8.7%
Q4 2013$14,153,000
+16.2%
242,018
+2.7%
1.51%
+5.0%
Q3 2013$12,178,000
+84.6%
235,603
+88.6%
1.44%
+74.1%
Q2 2013$6,596,000124,9470.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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