Portland Global Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Portland Global Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$551
+0.4%
3,802
+0.7%
0.09%
+2.2%
Q2 2023$5490.0%3,775
-10.4%
0.09%
-4.3%
Q1 2023$549
-26.5%
4,214
-24.4%
0.09%
-31.4%
Q4 2022$747
-99.9%
5,5730.0%0.14%
+18.1%
Q3 2022$582,000
-7.3%
5,5730.0%0.12%
-3.3%
Q2 2022$628,000
-19.1%
5,573
-2.1%
0.12%
-9.8%
Q1 2022$776,000
-14.0%
5,6950.0%0.13%
-11.3%
Q4 2021$902,000
-3.2%
5,6950.0%0.15%
-12.8%
Q3 2021$932,000
+8.8%
5,695
+3.4%
0.17%
+3.6%
Q2 2021$857,000
+9.7%
5,510
+7.4%
0.17%0.0%
Q1 2021$781,000
+19.8%
5,1310.0%0.17%
+4.4%
Q4 2020$652,000
+31.2%
5,131
-0.5%
0.16%
+10.4%
Q3 2020$497,000
+2.9%
5,158
+0.5%
0.14%
-7.7%
Q2 2020$483,000
+4.5%
5,1310.0%0.16%
-12.8%
Q1 2020$462,000
-36.7%
5,131
-2.1%
0.18%
-17.5%
Q4 2019$730,000
+18.3%
5,2390.0%0.22%
+5.3%
Q3 2019$617,000
-3.7%
5,239
-8.6%
0.21%
-3.3%
Q2 2019$641,000
+11.9%
5,734
+1.2%
0.21%
+6.0%
Q1 2019$573,000
+4.0%
5,665
+0.4%
0.20%
-9.0%
Q4 2018$551,000
-25.6%
5,645
-14.1%
0.22%
-15.3%
Q3 2018$741,000
+11.3%
6,569
+2.8%
0.26%
+3.6%
Q2 2018$666,000
-4.3%
6,389
+1.0%
0.25%
-5.3%
Q1 2018$696,000
+2.8%
6,325
-0.1%
0.27%
+6.0%
Q4 2017$677,000
+5.8%
6,334
-5.5%
0.25%
+2.4%
Q3 2017$640,000
-0.3%
6,704
-4.6%
0.24%
-4.7%
Q2 2017$642,000
+4.1%
7,0290.0%0.26%0.0%
Q1 2017$617,000
+1.6%
7,0290.0%0.26%
-2.7%
Q4 2016$607,000
+20.4%
7,029
-7.1%
0.26%
+18.4%
Q3 2016$504,000
+7.2%
7,5700.0%0.22%
+3.7%
Q2 2016$470,000
+1.1%
7,570
-3.5%
0.22%
-3.6%
Q1 2016$465,000
-10.2%
7,8470.0%0.22%
-20.1%
Q4 2015$518,000
+37.0%
7,847
+26.6%
0.28%
+25.7%
Q3 2015$378,000
+43.7%
6,197
+59.8%
0.22%
+62.0%
Q2 2015$263,000
-31.0%
3,879
-38.3%
0.14%
-30.5%
Q1 2015$381,000
-3.1%
6,2820.0%0.20%
-2.5%
Q4 2014$393,000
+29.7%
6,282
+24.7%
0.20%
+28.7%
Q3 2014$303,000
+4.5%
5,0380.0%0.16%
+7.5%
Q2 2014$290,000
-10.5%
5,038
-5.7%
0.15%
-23.6%
Q1 2014$324,0005,3400.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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