Crestwood Advisors Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 and the average weighting 1.2%.

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
Crestwood Advisors Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$35,448,699
+50.2%
244,440
+50.6%
0.93%
+25.3%
Q2 2023$23,605,147
-15.6%
162,302
-24.4%
0.74%
-20.3%
Q1 2023$27,957,959
-9.5%
214,550
-6.8%
0.93%
-11.5%
Q4 2022$30,875,755
+24.8%
230,244
-2.7%
1.05%
+20.0%
Q3 2022$24,731,000
-7.7%
236,664
-0.6%
0.88%
-2.8%
Q2 2022$26,804,000
-17.3%
238,027
+0.1%
0.90%
-0.8%
Q1 2022$32,400,000
-15.8%
237,679
-2.2%
0.91%
-9.0%
Q4 2021$38,483,000
-3.7%
243,026
-0.5%
1.00%
-11.7%
Q3 2021$39,969,000
+5.2%
244,174
-0.0%
1.13%
+3.0%
Q2 2021$37,985,000
-6.0%
244,212
-8.0%
1.10%
-13.5%
Q1 2021$40,397,000
+17.0%
265,367
-2.3%
1.27%
+11.6%
Q4 2020$34,527,000
+23.5%
271,712
-6.4%
1.14%
+8.4%
Q3 2020$27,958,000
-4.0%
290,408
-6.2%
1.05%
-9.9%
Q2 2020$29,125,000
+4.1%
309,645
-0.4%
1.17%
-16.0%
Q1 2020$27,985,000
-36.0%
310,843
-0.8%
1.39%
-19.9%
Q4 2019$43,693,000
+17.6%
313,439
-0.8%
1.73%
+6.0%
Q3 2019$37,168,000
+4.6%
315,810
-0.7%
1.63%
+1.5%
Q2 2019$35,547,000
+2967.0%
317,951
+2678.1%
1.61%
+1839.8%
Q1 2019$1,159,000
+32.0%
11,445
+27.3%
0.08%
+18.6%
Q4 2018$878,000
-17.9%
8,989
-5.2%
0.07%
-6.7%
Q3 2018$1,070,000
-1.1%
9,484
-0.1%
0.08%
-5.1%
Q2 2018$1,082,000
+2.2%
9,498
-1.3%
0.08%
-4.8%
Q1 2018$1,059,000
-3.7%
9,627
-6.4%
0.08%
-4.6%
Q4 2017$1,100,000
+64.2%
10,286
+46.6%
0.09%
+52.6%
Q3 2017$670,000
+9.8%
7,016
+5.0%
0.06%
+9.6%
Q2 2017$610,000
-10.8%
6,680
-15.5%
0.05%
-13.3%
Q1 2017$684,000
+16.1%
7,909
+15.8%
0.06%
+5.3%
Q4 2016$589,000
+65.4%
6,829
+27.6%
0.06%
+32.6%
Q3 2016$356,000
+31.9%
5,353
+23.4%
0.04%
+30.3%
Q2 2016$270,000
-8.5%
4,339
-13.0%
0.03%
-5.7%
Q1 2016$295,000
-40.5%
4,989
-33.6%
0.04%
-41.7%
Q4 2015$496,000
+53.1%
7,514
+41.3%
0.06%
+42.9%
Q3 2015$324,000
+24.6%
5,316
+38.7%
0.04%
+20.0%
Q2 2015$260,000
+2.8%
3,833
-8.1%
0.04%
-2.8%
Q1 2015$253,000
-15.4%
4,170
-12.8%
0.04%
-20.0%
Q4 2014$299,000
+3.1%
4,780
-0.8%
0.04%0.0%
Q3 2014$290,000
+13.7%
4,820
+9.0%
0.04%
+9.8%
Q2 2014$255,000
-4.9%
4,420
+0.2%
0.04%
-6.8%
Q1 2014$268,000
+2.3%
4,409
-1.7%
0.04%
+4.8%
Q4 2013$262,000
+6.5%
4,486
-5.8%
0.04%
-2.3%
Q3 2013$246,000
-12.8%
4,761
-10.9%
0.04%
-17.3%
Q2 2013$282,0005,3420.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders