DONALDSON CAPITAL MANAGEMENT, LLC - 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
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$49,996,949
-17.2%
344,759
-17.0%
2.36%
-14.5%
Q2 2023$60,407,532
+14.1%
415,343
+2.2%
2.75%
+10.1%
Q1 2023$52,937,984
+23.1%
406,247
+26.7%
2.50%
+19.3%
Q4 2022$42,995,832
+29.4%
320,625
+0.9%
2.10%
+15.0%
Q3 2022$33,219,000
-5.9%
317,882
+1.4%
1.82%
+0.4%
Q2 2022$35,290,000
-15.8%
313,386
+1.9%
1.82%
-4.9%
Q1 2022$41,928,000
-13.2%
307,568
+0.8%
1.91%
-10.1%
Q4 2021$48,315,000
-1.4%
305,115
+1.9%
2.12%
-14.0%
Q3 2021$48,991,000
-15.6%
299,292
-19.8%
2.47%
-16.8%
Q2 2021$58,068,000
+6.8%
373,329
+4.6%
2.97%
-0.5%
Q1 2021$54,348,000
+28.2%
357,014
+7.0%
2.99%
+19.1%
Q4 2020$42,409,000
+34.8%
333,743
+2.1%
2.51%
+18.0%
Q3 2020$31,463,000
+1.3%
326,823
-1.0%
2.13%
-5.7%
Q2 2020$31,065,000
+17.1%
330,265
+12.0%
2.26%
-2.7%
Q1 2020$26,538,000
-33.9%
294,771
+2.3%
2.32%
-14.7%
Q4 2019$40,167,000
+19.9%
288,142
+1.2%
2.72%
+9.3%
Q3 2019$33,504,000
+3.7%
284,683
-1.5%
2.48%
-7.2%
Q2 2019$32,304,000
+13.4%
288,948
+2.6%
2.68%
+5.6%
Q1 2019$28,495,000
-12.8%
281,490
-16.0%
2.54%
-23.9%
Q4 2018$32,694,000
-13.4%
334,914
+0.1%
3.33%
+1.2%
Q3 2018$37,754,000
+9.3%
334,579
+1.0%
3.29%
-2.1%
Q2 2018$34,532,000
-5.0%
331,400
+0.2%
3.36%
-5.9%
Q1 2018$36,355,000
-0.5%
330,586
-3.2%
3.58%
+3.2%
Q4 2017$36,523,000
+16.2%
341,524
+3.8%
3.46%
+5.0%
Q3 2017$31,428,000
+7.4%
329,055
+2.7%
3.30%
-0.6%
Q2 2017$29,275,000
+3.5%
320,297
-0.5%
3.32%
+1.0%
Q1 2017$28,280,000
+5.2%
321,944
+3.4%
3.28%
-0.6%
Q4 2016$26,879,000
+40.1%
311,497
+8.1%
3.31%
+30.2%
Q3 2016$19,184,000
+7.5%
288,090
+0.4%
2.54%
+2.6%
Q2 2016$17,838,000
-5.2%
287,057
-9.6%
2.47%
-8.7%
Q1 2016$18,808,000
-16.2%
317,591
-6.5%
2.71%
-17.4%
Q4 2015$22,440,000
+8.0%
339,849
-0.2%
3.28%
+5.8%
Q3 2015$20,771,000
-10.2%
340,670
-0.2%
3.10%
-5.8%
Q2 2015$23,132,000
+17.0%
341,382
+4.6%
3.29%
+18.2%
Q1 2015$19,772,000
+2.5%
326,378
+5.9%
2.78%
-3.4%
Q4 2014$19,283,000
+7.3%
308,135
+3.3%
2.88%
+1.4%
Q3 2014$17,970,000
+9.7%
298,312
+4.9%
2.84%
+8.2%
Q2 2014$16,387,000
-0.4%
284,401
+4.9%
2.63%
-11.7%
Q1 2014$16,457,000
+12.4%
271,080
+8.2%
2.98%
+5.2%
Q4 2013$14,646,000
+22.2%
250,439
+8.0%
2.83%
+11.5%
Q3 2013$11,989,000
+8.8%
231,944
+11.1%
2.54%
+1.8%
Q2 2013$11,021,000
+4043.2%
208,770
+3624.7%
2.49%
+4053.3%
Q1 2013$266,000
-6.0%
5,605
-12.9%
0.06%
-25.0%
Q4 2012$283,000
+29.8%
6,436
+35.5%
0.08%
+17.6%
Q1 2012$218,000
-18.4%
4,751
-18.1%
0.07%
-28.4%
Q1 2011$267,000
+9.9%
5,799
+1.1%
0.10%
+1.1%
Q4 2010$243,000
-24.3%
5,734
-32.0%
0.09%
-30.4%
Q3 2010$321,000
-19.3%
8,434
-22.5%
0.14%
-31.8%
Q2 2010$398,000
-16.6%
10,884
+2.1%
0.20%
-6.2%
Q1 2010$477,00010,6560.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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