Stillwater Capital Advisors, 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
Stillwater Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$16,831,837
+0.1%
116,066
+0.4%
3.06%
+3.0%
Q2 2023$16,817,246
+11.7%
115,630
+0.0%
2.97%
+1.7%
Q1 2023$15,060,415
-4.1%
115,574
-1.3%
2.92%
-11.8%
Q4 2022$15,706,855
+27.0%
117,128
-1.0%
3.31%
+17.5%
Q3 2022$12,364,000
-12.2%
118,313
-5.4%
2.82%
+7.8%
Q2 2022$14,088,000
-15.1%
125,104
+2.8%
2.62%
-1.8%
Q1 2022$16,593,000
-16.3%
121,722
-2.7%
2.67%
-11.6%
Q4 2021$19,818,000
-4.9%
125,150
-1.7%
3.02%
-12.2%
Q3 2021$20,835,000
+4.1%
127,282
-1.1%
3.43%
+3.7%
Q2 2021$20,019,000
-0.9%
128,706
-3.0%
3.31%
-9.5%
Q1 2021$20,191,000
+18.2%
132,637
-1.4%
3.66%
+11.9%
Q4 2020$17,088,000
+31.7%
134,474
-0.2%
3.27%
+15.7%
Q3 2020$12,974,000
+4.0%
134,765
+1.6%
2.83%
-5.9%
Q2 2020$12,470,000
+5.4%
132,580
+0.9%
3.01%
-13.5%
Q1 2020$11,826,000
-35.3%
131,354
+0.2%
3.48%
-15.9%
Q4 2019$18,271,000
+18.7%
131,070
+0.2%
4.13%
+5.8%
Q3 2019$15,395,000
+4.8%
130,814
-0.4%
3.90%
+7.6%
Q2 2019$14,686,000
+0.7%
131,360
-8.8%
3.63%
+14.2%
Q1 2019$14,580,000
+3.0%
144,033
-0.6%
3.18%
-10.0%
Q4 2018$14,151,000
-15.6%
144,959
-2.5%
3.53%
+1.3%
Q3 2018$16,771,000
+9.4%
148,624
+1.0%
3.48%
-4.8%
Q2 2018$15,327,000
-5.9%
147,086
-0.7%
3.66%
-6.5%
Q1 2018$16,289,000
+1.2%
148,127
-1.5%
3.92%
+3.5%
Q4 2017$16,090,000
+11.9%
150,456
-0.1%
3.78%
+1.6%
Q3 2017$14,378,000
+6.7%
150,541
+2.1%
3.72%
+9.2%
Q2 2017$13,473,000
+5.1%
147,412
+1.0%
3.41%
+0.1%
Q1 2017$12,818,000
-16.3%
145,923
-17.8%
3.41%
-16.8%
Q4 2016$15,321,000
+27.1%
177,557
-1.9%
4.10%
+16.5%
Q3 2016$12,051,000
+6.4%
180,975
-0.7%
3.51%
+3.9%
Q2 2016$11,329,000
+4.7%
182,323
-0.2%
3.38%
+5.8%
Q1 2016$10,819,000
-11.3%
182,683
-1.1%
3.20%
-14.5%
Q4 2015$12,198,000
+7.9%
184,734
-0.4%
3.74%
-3.0%
Q3 2015$11,303,000
-10.0%
185,383
+0.0%
3.86%
+6.1%
Q2 2015$12,560,000
+12.6%
185,367
+0.7%
3.63%
+7.2%
Q1 2015$11,152,000
-1.2%
184,092
+2.1%
3.39%
+0.0%
Q4 2014$11,286,000
+9.1%
180,338
+5.0%
3.39%
-2.1%
Q3 2014$10,347,000
+4.6%
171,763
+0.1%
3.46%
+2.9%
Q2 2014$9,888,000
-4.2%
171,613
+1.0%
3.36%
-10.3%
Q1 2014$10,318,000
+4.3%
169,954
+0.5%
3.75%
-2.1%
Q4 2013$9,888,000
+47.0%
169,088
+29.9%
3.83%
-3.6%
Q3 2013$6,726,000
-2.8%
130,124
-0.7%
3.97%
-7.1%
Q2 2013$6,918,000131,0394.28%
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