Cubic Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Cubic Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$905,505
-18.1%
6,244
-17.9%
0.25%
-16.4%
Q2 2023$1,105,926
+10.8%
7,604
-0.7%
0.30%
+6.8%
Q1 2023$997,914
+2.5%
7,658
+5.5%
0.28%
+0.4%
Q4 2022$973,566
+28.3%
7,2600.0%0.28%
+23.0%
Q3 2022$759,000
-8.8%
7,260
-1.7%
0.23%
+0.4%
Q2 2022$832,000
-15.6%
7,386
+2.1%
0.22%
-2.2%
Q1 2022$986,000
+4.1%
7,231
+20.9%
0.23%
+7.5%
Q4 2021$947,000
-2.4%
5,980
+0.9%
0.21%
-10.8%
Q3 2021$970,000
+3.1%
5,925
-2.1%
0.24%
+3.4%
Q2 2021$941,000
+0.5%
6,050
-1.6%
0.23%
-6.1%
Q1 2021$936,000
+17.4%
6,150
-1.9%
0.25%
+4.7%
Q4 2020$797,000
+32.0%
6,2700.0%0.24%
+8.8%
Q3 2020$604,000
+7.3%
6,270
+4.7%
0.22%
+8.0%
Q2 2020$563,000
-88.9%
5,990
-93.9%
0.20%
-87.8%
Q3 2013$5,073,000
-3.7%
98,135
-1.6%
1.65%
-9.2%
Q2 2013$5,266,00099,7601.81%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders