Convergence Investment 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
Convergence Investment Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,256
+7.2%
22,450
+7.5%
1.93%
+10.4%
Q2 2023$3,038
+10.6%
20,888
-0.9%
1.74%
+8.0%
Q1 2023$2,746
-99.9%
21,069
+5.2%
1.62%
+1.5%
Q4 2022$2,684,741
+27.8%
20,020
-0.4%
1.59%
+16.0%
Q3 2022$2,101,000
-7.4%
20,107
-0.2%
1.37%
-0.1%
Q2 2022$2,269,000
-17.6%
20,153
-0.2%
1.37%
-3.2%
Q1 2022$2,753,000
-14.0%
20,197
-0.2%
1.42%
-13.1%
Q4 2021$3,203,000
-6.5%
20,229
-3.3%
1.63%
-11.3%
Q3 2021$3,424,000
-19.2%
20,920
-23.2%
1.84%
+0.9%
Q2 2021$4,239,000
+3.8%
27,251
+1.6%
1.82%
-2.4%
Q1 2021$4,084,000
+17.8%
26,828
-1.7%
1.87%
+6.9%
Q4 2020$3,468,000
-2.6%
27,294
-26.2%
1.75%
+41.1%
Q3 2020$3,559,000
-3.7%
36,965
-5.9%
1.24%
-2.5%
Q2 2020$3,695,000
+14.5%
39,286
+9.6%
1.27%
-10.1%
Q1 2020$3,226,000
-20.8%
35,832
+22.6%
1.41%
+21.8%
Q4 2019$4,075,000
-6.6%
29,234
-21.1%
1.16%
-4.6%
Q3 2019$4,361,000
+0.9%
37,055
-4.2%
1.22%
+16.3%
Q2 2019$4,324,000
-40.4%
38,676
-46.0%
1.04%
-34.0%
Q1 2019$7,253,000
-17.4%
71,652
-20.3%
1.58%
-21.5%
Q4 2018$8,778,000
-2.5%
89,924
+12.7%
2.02%
+9.9%
Q3 2018$9,003,000
-15.7%
79,784
-22.2%
1.84%
+23.0%
Q2 2018$10,686,000
-13.8%
102,550
-9.0%
1.49%
-7.6%
Q1 2018$12,394,000
-18.8%
112,707
-21.0%
1.62%
-21.1%
Q4 2017$15,256,000
+15.9%
142,664
+3.5%
2.05%
+9.8%
Q3 2017$13,164,000
+2.1%
137,828
-2.3%
1.86%
-1.1%
Q2 2017$12,895,000
+21.7%
141,078
+16.9%
1.89%
+26.7%
Q1 2017$10,596,000
-14.9%
120,632
-16.4%
1.49%
-13.4%
Q4 2016$12,454,000
+26.4%
144,332
-2.5%
1.72%
+18.2%
Q3 2016$9,854,000
-21.2%
147,985
-26.5%
1.45%
-15.5%
Q2 2016$12,507,000
-18.1%
201,267
-21.9%
1.72%
-5.3%
Q1 2016$15,269,000
-16.2%
257,833
-6.5%
1.82%
-11.1%
Q4 2015$18,216,000
+21.7%
275,877
+12.4%
2.04%
+19.0%
Q3 2015$14,962,000
-12.1%
245,406
-2.3%
1.72%
+2.3%
Q2 2015$17,025,000
+110.9%
251,252
+88.6%
1.68%
+49.7%
Q1 2015$8,073,000
-39.1%
133,254
-37.0%
1.12%
-36.8%
Q4 2014$13,247,000
-0.8%
211,673
-4.5%
1.77%
-3.2%
Q3 2014$13,353,000
+14.5%
221,663
+9.5%
1.83%
+19.0%
Q2 2014$11,660,000
-14.5%
202,365
-9.9%
1.54%
-25.8%
Q1 2014$13,640,000
+30.2%
224,674
+25.4%
2.07%
+21.9%
Q4 2013$10,480,000
+109.6%
179,214
+85.2%
1.70%
+60.9%
Q3 2013$5,001,000
+55.5%
96,743
+58.8%
1.06%
+26.7%
Q2 2013$3,216,00060,9280.84%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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