Diversified Trust Co - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Diversified Trust Co ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$13,586,066
+11.1%
79,871
-5.3%
0.46%
-1.3%
Q3 2023$12,232,879
-27.0%
84,353
-26.8%
0.46%
-24.3%
Q2 2023$16,762,839
+19.8%
115,256
+7.3%
0.61%
+12.3%
Q1 2023$13,994,388
+98216.6%
107,393
+1.2%
0.54%
-8.1%
Q4 2022$14,234
-99.9%
106,147
+2.6%
0.59%
+21.3%
Q3 2022$10,813,000
-7.3%
103,471
-0.1%
0.49%0.0%
Q2 2022$11,668,000
-14.7%
103,618
+3.2%
0.49%
+2.3%
Q1 2022$13,683,000
-3.3%
100,374
+12.3%
0.48%
+2.6%
Q4 2021$14,151,000
+1.9%
89,364
+5.3%
0.47%
-6.6%
Q3 2021$13,887,000
+3.5%
84,837
-1.7%
0.50%
+3.1%
Q2 2021$13,420,000
+0.8%
86,279
-1.3%
0.48%
-5.7%
Q1 2021$13,307,000
+26.4%
87,416
+5.6%
0.51%
+20.1%
Q4 2020$10,524,000
+25.0%
82,819
-5.3%
0.43%
+9.8%
Q3 2020$8,417,000
+30.7%
87,432
+27.7%
0.39%
+19.7%
Q2 2020$6,439,000
+9.8%
68,460
+5.1%
0.32%
-5.2%
Q1 2020$5,864,000
-32.3%
65,138
+4.8%
0.34%
-11.6%
Q4 2019$8,666,000
+72.2%
62,169
+45.4%
0.39%
+64.4%
Q3 2019$5,032,000
+9.9%
42,754
+4.4%
0.24%
+8.3%
Q2 2019$4,578,000
+10.5%
40,952
+0.1%
0.22%
+7.9%
Q1 2019$4,143,000
+7.5%
40,923
+3.6%
0.20%
-6.0%
Q4 2018$3,854,000
-8.3%
39,482
+6.1%
0.22%
+2.9%
Q3 2018$4,201,000
+8.0%
37,228
-0.3%
0.21%
-15.7%
Q2 2018$3,889,000
+0.5%
37,326
+6.1%
0.25%
+0.4%
Q1 2018$3,868,000
+3.5%
35,169
+0.6%
0.25%
+7.9%
Q4 2017$3,739,000
+19.5%
34,961
+6.7%
0.23%
-4.2%
Q3 2017$3,129,000
+4.6%
32,766
+0.1%
0.24%
-1.6%
Q2 2017$2,991,000
+334.7%
32,726
+317.8%
0.24%
+358.5%
Q1 2017$688,000
-7.0%
7,832
-8.7%
0.05%
-15.9%
Q4 2016$740,000
+78.3%
8,576
+37.6%
0.06%
+31.2%
Q3 2016$415,000
-88.0%
6,232
-88.8%
0.05%
-87.9%
Q2 2016$3,448,000
-22.9%
55,483
-26.6%
0.40%
-19.3%
Q1 2016$4,475,000
-18.3%
75,573
-8.9%
0.49%
-16.0%
Q4 2015$5,480,000
+9.4%
82,996
+1.0%
0.59%
+9.1%
Q3 2015$5,010,000
-10.5%
82,173
-0.5%
0.54%
+1.7%
Q2 2015$5,596,000
+47.3%
82,592
+31.7%
0.53%
+60.8%
Q1 2015$3,798,000
+23.7%
62,696
+27.8%
0.33%
+18.3%
Q4 2014$3,071,000
+34.1%
49,074
+23.5%
0.28%
+45.5%
Q2 2014$2,290,000
+36.6%
39,747
+38.7%
0.19%
+11.7%
Q4 2013$1,676,000
+12.7%
28,667
-0.4%
0.17%
+8.9%
Q3 2013$1,487,000
+52.0%
28,768
+55.4%
0.16%
+35.3%
Q2 2013$978,00018,5170.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders