Baker Avenue Asset Management, LP - 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
Baker Avenue Asset Management, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$31,722,241
-1.0%
218,744
-0.7%
1.59%
-1.5%
Q2 2023$32,032,044
+11.8%
220,242
+0.2%
1.61%
+4.3%
Q1 2023$28,655,800
-4.8%
219,905
-2.0%
1.55%
-14.1%
Q4 2022$30,089,018
+26.1%
224,377
-1.7%
1.80%
+20.0%
Q3 2022$23,857,000
+24.0%
228,293
+33.7%
1.50%
+18.1%
Q2 2022$19,232,000
-14.3%
170,786
+3.7%
1.27%
+10.7%
Q1 2022$22,451,000
-15.6%
164,691
-2.0%
1.15%
-13.8%
Q4 2021$26,611,000
-5.5%
168,050
-2.3%
1.33%
-17.5%
Q3 2021$28,167,000
+6.5%
172,077
+1.2%
1.61%
+7.5%
Q2 2021$26,451,000
+2.0%
170,059
-0.1%
1.50%
-5.5%
Q1 2021$25,924,000
+17.7%
170,299
-1.8%
1.59%
+5.9%
Q4 2020$22,031,000
+31.3%
173,381
-0.6%
1.50%
+16.2%
Q3 2020$16,784,000
+5.1%
174,349
+2.7%
1.29%
-1.9%
Q2 2020$15,969,000
+345.8%
169,778
+326.7%
1.32%
+208.2%
Q1 2020$3,582,000
-33.6%
39,793
+2.8%
0.43%
+9.2%
Q4 2019$5,394,000
-10.1%
38,698
-24.1%
0.39%
-18.2%
Q3 2019$6,003,000
+7.2%
51,006
+1.9%
0.48%
+5.8%
Q2 2019$5,598,000
+8.1%
50,075
-2.1%
0.45%
+6.1%
Q1 2019$5,178,000
+1.2%
51,160
-2.4%
0.43%
-15.6%
Q4 2018$5,117,000
-19.7%
52,413
-7.2%
0.50%
-3.8%
Q3 2018$6,372,000
+7.6%
56,467
-0.6%
0.52%
+2.3%
Q2 2018$5,922,000
-5.3%
56,831
-0.1%
0.51%
-9.7%
Q1 2018$6,256,000
+1.9%
56,885
-1.0%
0.57%
-4.1%
Q4 2017$6,142,000
+10.2%
57,434
-1.6%
0.59%
-5.7%
Q3 2017$5,576,000
+0.2%
58,379
-4.1%
0.63%
-15.0%
Q2 2017$5,564,000
-1.6%
60,880
-5.4%
0.74%
-2.8%
Q1 2017$5,653,000
+5.4%
64,357
+3.5%
0.76%
+1.2%
Q4 2016$5,365,000
+4.6%
62,175
-19.2%
0.75%
+2.0%
Q3 2016$5,127,000
+30.0%
76,996
+21.3%
0.74%
+24.1%
Q2 2016$3,944,000
-6.5%
63,477
-10.9%
0.59%
-7.5%
Q1 2016$4,218,000
-12.1%
71,226
-2.0%
0.64%
-7.1%
Q4 2015$4,800,000
-0.4%
72,691
-8.0%
0.69%
-18.6%
Q3 2015$4,817,000
-8.0%
78,998
+2.2%
0.85%
+21.8%
Q2 2015$5,236,000
+1491.5%
77,273
+1371.9%
0.70%
+1413.0%
Q4 2014$329,0005,2500.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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