Spears Abacus 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
Spears Abacus Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$31,876,556
-0.7%
219,808
-0.4%
2.73%
+4.3%
Q2 2023$32,111,116
+12.1%
220,786
+0.4%
2.62%
+2.1%
Q1 2023$28,646,308
-2.4%
219,832
+0.4%
2.56%
-8.4%
Q4 2022$29,358,245
+11.3%
218,928
-13.3%
2.80%
+7.5%
Q3 2022$26,378,000
-7.6%
252,425
-0.4%
2.60%
+1.2%
Q2 2022$28,542,000
-13.0%
253,460
+5.3%
2.57%
+5.6%
Q1 2022$32,816,000
-12.7%
240,728
+1.5%
2.44%
-3.9%
Q4 2021$37,573,000
-2.9%
237,280
+0.4%
2.54%
-9.4%
Q3 2021$38,689,000
+6.0%
236,357
+0.8%
2.80%
+6.7%
Q2 2021$36,487,000
+0.4%
234,585
-1.8%
2.62%
-6.7%
Q1 2021$36,356,000
+19.7%
238,824
-0.1%
2.81%
+10.7%
Q4 2020$30,371,000
+31.2%
239,007
-0.6%
2.54%
+15.0%
Q3 2020$23,157,000
+2.1%
240,542
-0.3%
2.21%
-7.5%
Q2 2020$22,691,000
+4.0%
241,237
-0.4%
2.39%
-10.6%
Q1 2020$21,815,000
-31.5%
242,310
+6.1%
2.67%
-21.6%
Q4 2019$31,843,000
+18.7%
228,429
+0.2%
3.41%
+9.5%
Q3 2019$26,829,000
+3.9%
227,967
-1.3%
3.11%
+2.6%
Q2 2019$25,818,000
+9.9%
230,931
-0.5%
3.03%
+1.1%
Q1 2019$23,499,000
+5.4%
232,131
+1.7%
3.00%
-8.3%
Q4 2018$22,287,000
-21.5%
228,307
-9.2%
3.27%
-3.6%
Q3 2018$28,385,000
+7.1%
251,550
-1.1%
3.39%
-1.5%
Q2 2018$26,501,000
-0.9%
254,324
+4.6%
3.44%
-1.0%
Q1 2018$26,732,000
+2.4%
243,080
-0.4%
3.48%
+9.4%
Q4 2017$26,104,000
+12.2%
244,100
+0.2%
3.18%
+14.2%
Q3 2017$23,269,000
+3.1%
243,624
-1.3%
2.78%
-0.7%
Q2 2017$22,562,000
+2.0%
246,849
-2.0%
2.80%
+0.3%
Q1 2017$22,129,000
-29.2%
251,928
-30.4%
2.80%
-30.3%
Q4 2016$31,242,000
+20.3%
362,054
-7.2%
4.01%
+22.7%
Q3 2016$25,978,000
+3.4%
390,125
-3.5%
3.27%
+2.6%
Q2 2016$25,115,000
+5.4%
404,175
+0.4%
3.18%
+9.5%
Q1 2016$23,838,000
+761.2%
402,535
+860.3%
2.91%
+818.0%
Q4 2015$2,768,000
+6.7%
41,916
-1.5%
0.32%
+6.7%
Q3 2015$2,595,000
-8.2%
42,566
+2.0%
0.30%
-5.1%
Q2 2015$2,827,000
+11.8%
41,7270.0%0.31%
+3.3%
Q1 2015$2,528,000
+1.7%
41,727
+5.0%
0.30%
+9.8%
Q4 2014$2,486,000
+5.9%
39,724
+1.9%
0.28%
-1.8%
Q3 2014$2,348,000
+8.1%
38,985
+3.4%
0.28%
+9.3%
Q2 2014$2,172,000
+7.6%
37,698
+13.4%
0.26%
+1.2%
Q1 2014$2,019,000
-13.8%
33,258
-16.9%
0.25%
-13.0%
Q4 2013$2,341,000
+12.8%
40,033
-0.3%
0.29%
+8.1%
Q3 2013$2,076,000
+17.8%
40,168
+20.3%
0.27%
+3.8%
Q2 2013$1,763,00033,3930.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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