Calamos Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,940 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 1.1%.

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
Calamos Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,170,709
+6.8%
28,760
+7.1%
0.32%
+10.5%
Q2 2023$3,904,482
+14.3%
26,846
+2.4%
0.29%
+6.7%
Q1 2023$3,415,758
-7.7%
26,213
-5.0%
0.27%
-6.6%
Q4 2022$3,701,301
+27.2%
27,601
-0.9%
0.29%
+14.8%
Q3 2022$2,910,000
-7.6%
27,849
-0.4%
0.25%
-10.4%
Q2 2022$3,149,000
-24.2%
27,961
-8.3%
0.28%
-10.0%
Q1 2022$4,155,000
-70.8%
30,480
-66.1%
0.31%
-70.2%
Q4 2021$14,253,000
-2.5%
90,011
+0.7%
1.04%
-11.8%
Q3 2021$14,625,000
+5.6%
89,347
+0.4%
1.18%
+9.6%
Q2 2021$13,846,000
-2.1%
89,018
-4.1%
1.08%
-7.5%
Q1 2021$14,137,000
-4.9%
92,865
-20.7%
1.16%
-14.2%
Q4 2020$14,872,000
+16.3%
117,038
-11.9%
1.36%
-7.1%
Q3 2020$12,783,000
+14.7%
132,784
+12.0%
1.46%
+5.1%
Q2 2020$11,149,000
+12.7%
118,530
+7.9%
1.39%
-7.8%
Q1 2020$9,894,000
-35.0%
109,895
+0.6%
1.51%
-15.8%
Q4 2019$15,222,000
+19.5%
109,199
+0.9%
1.79%
+5.3%
Q3 2019$12,734,000
+4.3%
108,198
-0.9%
1.70%
+3.3%
Q2 2019$12,207,000
+10.7%
109,184
+0.2%
1.65%
+4.6%
Q1 2019$11,026,000
-11.0%
108,924
-14.2%
1.58%
-15.5%
Q4 2018$12,386,000
-16.5%
126,878
-3.5%
1.86%
+0.9%
Q3 2018$14,840,000
+3.0%
131,517
-4.9%
1.85%
+3.0%
Q2 2018$14,410,000
-3.2%
138,294
+2.2%
1.80%
-3.7%
Q1 2018$14,883,000
+5.2%
135,332
+2.3%
1.86%
+1.6%
Q4 2017$14,153,000
+41.3%
132,348
+26.2%
1.84%
+32.3%
Q3 2017$10,015,000
+7.7%
104,856
+3.1%
1.39%
+5.6%
Q2 2017$9,295,000
-6.3%
101,695
-10.0%
1.32%
-11.4%
Q1 2017$9,925,000
+4.0%
112,984
+2.2%
1.48%
-3.3%
Q4 2016$9,539,000
+28.8%
110,543
-0.6%
1.54%
+21.2%
Q3 2016$7,408,000
+9.3%
111,249
+2.0%
1.27%
+5.8%
Q2 2016$6,775,000
+9.9%
109,031
+4.7%
1.20%
+0.8%
Q1 2016$6,167,000
-4.7%
104,144
+6.3%
1.19%
-7.8%
Q4 2015$6,468,000
-4.1%
97,958
-11.4%
1.29%
-20.4%
Q3 2015$6,744,000
+3.4%
110,608
+14.9%
1.62%
+5.1%
Q2 2015$6,523,000
+10.9%
96,272
-0.8%
1.54%
+4.8%
Q1 2015$5,881,000
+4.7%
97,080
+8.2%
1.47%
-8.8%
Q4 2014$5,616,000
-2.6%
89,749
-6.2%
1.61%
-3.1%
Q3 2014$5,765,000
+8.7%
95,708
+4.0%
1.66%
+10.1%
Q2 2014$5,303,000
-6.8%
92,036
-1.8%
1.51%
-10.3%
Q1 2014$5,691,000
+5.9%
93,735
+2.0%
1.68%
+2.2%
Q4 2013$5,374,000
+49.7%
91,902
+32.3%
1.65%
+40.5%
Q3 2013$3,591,000
+12.7%
69,467
+15.1%
1.17%
+4.0%
Q2 2013$3,187,00060,3681.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2015
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders