Cohen Klingenstein LLC - 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
Cohen Klingenstein LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,542,954
-0.3%
72,7000.0%0.48%
+4.4%
Q2 2023$10,573,488
+11.6%
72,7000.0%0.46%
+2.9%
Q1 2023$9,473,537
-2.8%
72,7000.0%0.44%
-9.4%
Q4 2022$9,749,070
+28.3%
72,7000.0%0.49%
+21.8%
Q3 2022$7,597,000
-7.2%
72,7000.0%0.40%
-1.9%
Q2 2022$8,187,000
-17.4%
72,7000.0%0.41%
-0.2%
Q1 2022$9,910,000
-13.9%
72,7000.0%0.41%
-9.5%
Q4 2021$11,512,000
-17.4%
72,700
-14.6%
0.46%
-25.3%
Q3 2021$13,934,000
-6.9%
85,126
-11.5%
0.61%
-5.3%
Q2 2021$14,960,000
+2.2%
96,1790.0%0.64%
-4.7%
Q1 2021$14,641,000
+19.8%
96,1790.0%0.68%
+10.5%
Q4 2020$12,221,000
+11.1%
96,179
-15.8%
0.61%
-1.5%
Q3 2020$11,002,000
+2.4%
114,2790.0%0.62%
-5.9%
Q2 2020$10,749,000
+4.5%
114,2790.0%0.66%
-13.4%
Q1 2020$10,289,000
-35.4%
114,2790.0%0.76%
-17.7%
Q4 2019$15,930,000
+18.4%
114,2790.0%0.92%
+9.5%
Q3 2019$13,449,000
+5.3%
114,2790.0%0.84%
-7.1%
Q2 2019$12,776,000
+34.7%
114,279
+22.0%
0.91%
+37.7%
Q1 2019$9,482,000
+227.1%
93,664
+215.4%
0.66%
+50.9%
Q4 2018$2,899,000
-13.5%
29,7000.0%0.44%
+2.8%
Q3 2018$3,351,000
+8.3%
29,7000.0%0.43%
+0.7%
Q2 2018$3,095,000
-5.2%
29,7000.0%0.42%
-8.8%
Q1 2018$3,266,000
+2.8%
29,7000.0%0.46%
+2.9%
Q4 2017$3,176,000
+11.9%
29,7000.0%0.45%
+5.4%
Q3 2017$2,837,000
+4.5%
29,7000.0%0.43%
+1.2%
Q2 2017$2,715,000
+4.1%
29,7000.0%0.42%
+1.2%
Q1 2017$2,609,000
+1.8%
29,7000.0%0.42%
-4.6%
Q4 2016$2,563,000
+269.8%
29,700
+185.6%
0.44%
+265.0%
Q3 2016$693,000
+7.3%
10,4000.0%0.12%
+0.8%
Q2 2016$646,000
+4.9%
10,4000.0%0.12%
+2.6%
Q1 2016$616,000
-10.3%
10,4000.0%0.12%
-9.4%
Q4 2015$687,000
+8.4%
10,4000.0%0.13%
+2.4%
Q3 2015$634,000
-10.1%
10,4000.0%0.12%
-1.6%
Q2 2015$705,000
+11.9%
10,4000.0%0.13%
+10.4%
Q1 2015$630,000
-3.2%
10,4000.0%0.12%
-5.7%
Q4 2014$651,000
+4.0%
10,4000.0%0.12%
+10.9%
Q3 2014$626,000
+4.5%
10,4000.0%0.11%
-3.5%
Q2 2014$599,000
-5.1%
10,4000.0%0.11%
-8.8%
Q1 2014$631,000
+3.8%
10,4000.0%0.12%
+3.3%
Q4 2013$608,000
+13.0%
10,4000.0%0.12%
+3.4%
Q3 2013$538,000
-2.0%
10,4000.0%0.12%
-8.6%
Q2 2013$549,00010,4000.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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