Eagle Ridge Investment Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Eagle Ridge Investment Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,397,882
-1.2%
71,700
-0.9%
1.13%
+2.6%
Q2 2023$10,523,986
+5.3%
72,360
-5.7%
1.10%
-1.7%
Q1 2023$9,994,860
-3.5%
76,701
-0.6%
1.12%
-6.9%
Q4 2022$10,352,606
+27.3%
77,201
-0.8%
1.21%
+18.2%
Q3 2022$8,130,000
-7.1%
77,799
+0.1%
1.02%
-3.1%
Q2 2022$8,751,000
-14.5%
77,707
+3.5%
1.05%
-3.3%
Q1 2022$10,230,000
-12.1%
75,044
+2.1%
1.09%
-10.5%
Q4 2021$11,640,000
-5.4%
73,511
-2.2%
1.22%
-11.1%
Q3 2021$12,307,000
+7.9%
75,183
+2.5%
1.37%
+3.6%
Q2 2021$11,404,000
+0.3%
73,317
-1.8%
1.32%
-3.7%
Q1 2021$11,367,000
+8.8%
74,673
-9.2%
1.37%
+4.0%
Q4 2020$10,448,000
+28.9%
82,222
-2.4%
1.32%
+16.5%
Q3 2020$8,108,000
+2.0%
84,226
-0.3%
1.13%
-5.8%
Q2 2020$7,948,000
-3.1%
84,494
-7.3%
1.20%
-15.5%
Q1 2020$8,204,000
-42.1%
91,130
-10.3%
1.42%
-25.0%
Q4 2019$14,167,000
+19.8%
101,629
+1.2%
1.90%
+10.9%
Q3 2019$11,822,000
+3.1%
100,452
-2.1%
1.71%
+2.9%
Q2 2019$11,467,000
+8.8%
102,570
-1.5%
1.66%
+7.4%
Q1 2019$10,544,000
+5.1%
104,160
+1.3%
1.55%
-9.0%
Q4 2018$10,033,000
-12.3%
102,781
+1.4%
1.70%
+3.3%
Q3 2018$11,440,000
+7.2%
101,385
-1.0%
1.65%
+2.4%
Q2 2018$10,672,000
-5.1%
102,416
+0.1%
1.61%
-7.3%
Q1 2018$11,247,000
+1.7%
102,271
-1.1%
1.74%
+1.6%
Q4 2017$11,063,000
+11.3%
103,455
-0.6%
1.71%
+3.8%
Q3 2017$9,940,000
+6.4%
104,070
+0.3%
1.65%
-7.2%
Q2 2017$9,343,000
+2.1%
103,726
-0.4%
1.78%
-0.9%
Q1 2017$9,150,000
+4.4%
104,165
+2.6%
1.79%
-1.5%
Q4 2016$8,764,000
+29.2%
101,559
-0.3%
1.82%
+20.8%
Q3 2016$6,781,000
+5.3%
101,825
-1.8%
1.51%
+1.9%
Q2 2016$6,442,000
+4.0%
103,676
-0.9%
1.48%
+1.9%
Q1 2016$6,197,000
-11.2%
104,637
-1.0%
1.45%
-13.3%
Q4 2015$6,980,000
+3.7%
105,705
-4.3%
1.67%
-3.5%
Q3 2015$6,732,000
-7.7%
110,407
+2.6%
1.73%
-47.3%
Q2 2015$7,294,000
+12.0%
107,646
+0.1%
3.29%
+11.0%
Q1 2015$6,513,000
-4.5%
107,514
-1.3%
2.96%
-5.2%
Q4 2014$6,818,000
+4.2%
108,952
+0.3%
3.12%
-1.0%
Q3 2014$6,546,000
-25.0%
108,672
-28.2%
3.15%
-22.7%
Q2 2014$8,723,000
-4.3%
151,387
+0.8%
4.08%
-7.9%
Q1 2014$9,118,000
+33.2%
150,186
+28.3%
4.43%
+29.2%
Q4 2013$6,843,000
+10.2%
117,020
-2.6%
3.43%
-0.1%
Q3 2013$6,208,000
-2.8%
120,108
-0.7%
3.43%
-7.1%
Q2 2013$6,386,000120,9683.70%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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