YHB Investment Advisors, Inc. - 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
YHB Investment Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,383,970
+38.2%
37,126
+38.6%
0.50%
+36.9%
Q2 2023$3,896,182
+15.6%
26,789
+3.6%
0.36%
+7.4%
Q1 2023$3,369,516
+12.4%
25,858
+15.7%
0.34%
+5.6%
Q4 2022$2,997,121
+30.9%
22,350
+2.0%
0.32%
+25.5%
Q3 2022$2,290,000
-6.4%
21,916
+0.9%
0.26%
-1.2%
Q2 2022$2,446,000
-15.9%
21,721
+1.8%
0.26%
+0.4%
Q1 2022$2,910,000
-10.6%
21,345
+3.9%
0.26%
-0.4%
Q4 2021$3,254,000
-0.2%
20,551
+3.2%
0.26%
-8.2%
Q3 2021$3,260,000
+10.4%
19,917
+4.9%
0.28%
+11.5%
Q2 2021$2,953,000
+3.5%
18,986
+2.0%
0.25%
+2.0%
Q1 2021$2,852,000
+13.0%
18,607
-6.4%
0.25%
+2.9%
Q4 2020$2,525,000
+34.7%
19,869
+2.1%
0.24%
+18.2%
Q3 2020$1,874,000
+4.5%
19,469
+2.1%
0.20%
-21.6%
Q2 2020$1,794,000
+8.1%
19,075
+3.4%
0.26%
-9.4%
Q1 2020$1,660,000
-34.7%
18,442
+1.0%
0.29%
-21.2%
Q4 2019$2,544,000
+27.6%
18,251
+7.7%
0.36%
+19.4%
Q3 2019$1,994,000
+6.9%
16,944
+1.5%
0.30%
+2.7%
Q2 2019$1,866,000
+6.0%
16,687
-4.0%
0.30%
+7.2%
Q1 2019$1,760,000
+5.6%
17,385
+1.8%
0.28%
-7.4%
Q4 2018$1,666,000
-65.4%
17,071
-59.9%
0.30%
-59.0%
Q3 2018$4,809,000
+6.1%
42,622
-2.0%
0.73%
-2.0%
Q2 2018$4,532,000
-5.2%
43,497
+0.0%
0.74%
-8.6%
Q1 2018$4,783,000
-9.5%
43,492
-12.0%
0.81%
-10.0%
Q4 2017$5,285,000
+11.6%
49,417
-0.3%
0.90%
+6.4%
Q3 2017$4,734,000
+22.5%
49,561
+17.3%
0.85%
+27.8%
Q2 2017$3,863,000
-21.9%
42,260
-25.6%
0.66%
-30.1%
Q1 2017$4,944,000
+3.0%
56,830
+2.2%
0.95%
-5.1%
Q4 2016$4,800,000
+53.7%
55,622
+18.6%
1.00%
+32.6%
Q3 2016$3,123,000
-4.5%
46,898
-10.9%
0.75%
+4.9%
Q2 2016$3,270,000
+63.1%
52,625
+55.4%
0.72%
+32.9%
Q1 2016$2,005,000
-39.1%
33,862
-32.1%
0.54%
-27.5%
Q4 2015$3,292,000
+11.4%
49,862
+2.9%
0.75%
+6.9%
Q3 2015$2,954,000
-9.6%
48,446
+0.5%
0.70%
-2.0%
Q2 2015$3,266,000
+41.0%
48,196
+26.0%
0.71%
+36.9%
Q1 2015$2,317,000
+39.6%
38,246
+44.2%
0.52%
+36.8%
Q4 2014$1,660,000
+213.2%
26,531
+201.5%
0.38%
+199.2%
Q3 2014$530,000
+20.2%
8,801
+15.0%
0.13%
+19.8%
Q2 2014$441,000
-17.6%
7,651
-13.2%
0.11%
-22.1%
Q1 2014$535,000
+21.0%
8,816
+16.8%
0.14%
+14.3%
Q4 2013$442,000
-23.8%
7,551
-32.7%
0.12%
-30.8%
Q3 2013$580,000
-2.5%
11,222
-0.4%
0.17%
-7.0%
Q2 2013$595,00011,2720.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders