ADVISOR PARTNERS LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
ADVISOR PARTNERS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$13,683,000
-17.0%
121,506
+0.5%
0.96%
-6.5%
Q1 2022$16,483,000
-18.4%
120,917
-5.2%
1.03%
-15.5%
Q4 2021$20,202,000
-2.9%
127,589
+0.3%
1.22%
-13.2%
Q3 2021$20,806,000
+4.1%
127,157
-1.1%
1.40%
+6.9%
Q2 2021$19,989,000
+3.0%
128,559
+0.8%
1.31%
-5.5%
Q1 2021$19,416,000
+18.0%
127,545
-1.5%
1.39%
+12.4%
Q4 2020$16,460,000
+34.0%
129,543
+1.5%
1.24%
+17.4%
Q3 2020$12,286,000
+1.9%
127,610
-0.5%
1.05%
-6.2%
Q2 2020$12,061,000
+14.8%
128,197
+9.9%
1.12%
-11.5%
Q1 2020$10,503,000
-40.5%
116,659
-9.6%
1.27%
-30.4%
Q4 2019$17,645,000
+31.8%
129,071
+13.4%
1.82%
+12.7%
Q3 2019$13,390,000
+13.8%
113,777
+8.1%
1.62%
+12.8%
Q2 2019$11,769,000
+17.7%
105,268
+6.5%
1.44%
+11.8%
Q1 2019$10,002,000
-1.3%
98,807
-4.8%
1.28%
-20.8%
Q4 2018$10,135,000
-10.4%
103,822
+3.5%
1.62%
+6.3%
Q3 2018$11,316,000
+12.1%
100,283
+3.5%
1.52%
-10.8%
Q2 2018$10,099,000
-1.3%
96,916
+4.2%
1.71%
-9.8%
Q1 2018$10,231,000
+0.8%
93,037
+3.6%
1.89%
+4.5%
Q4 2017$10,148,000
+32.8%
89,795
+12.3%
1.81%
+20.9%
Q3 2017$7,639,000
+12.9%
79,981
+8.0%
1.50%
-5.6%
Q2 2017$6,767,000
+6.0%
74,037
+1.9%
1.59%
-6.6%
Q1 2017$6,383,000
+11.2%
72,671
+9.3%
1.70%
-1.4%
Q4 2016$5,738,000
+44.8%
66,494
+11.8%
1.73%
+30.7%
Q3 2016$3,962,000
+7.8%
59,496
+0.6%
1.32%
+2.7%
Q2 2016$3,674,000
+12.0%
59,128
+6.8%
1.29%
+5.5%
Q1 2016$3,279,000
-27.8%
55,376
-19.5%
1.22%
-21.4%
Q4 2015$4,544,000
+18.0%
68,815
+10.2%
1.55%
-4.0%
Q3 2015$3,850,000
+7.4%
62,445
+8.7%
1.62%
+17.6%
Q2 2015$3,585,000
+17.3%
57,456
+13.8%
1.37%
+5.8%
Q1 2015$3,057,000
-1.6%
50,468
+1.2%
1.30%
-5.3%
Q4 2014$3,106,000
+12.3%
49,881
+8.6%
1.37%
-13.4%
Q3 2014$2,766,000
+10.2%
45,920
+5.4%
1.58%
+28.0%
Q2 2014$2,511,000
-0.7%
43,585
+4.6%
1.24%
-11.0%
Q1 2014$2,529,000
+9.5%
41,665
+5.5%
1.39%
+4.4%
Q4 2013$2,310,000
+24.5%
39,509
+10.1%
1.33%
+0.2%
Q3 2013$1,855,000
+2.4%
35,885
+4.6%
1.33%
-10.6%
Q2 2013$1,811,00034,3081.48%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders