Orca Investment Management, LLC - 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
Orca Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,176,692
-2.5%
8,114
-2.2%
1.31%
-0.6%
Q2 2023$1,206,279
+12.5%
8,294
+0.8%
1.31%
+0.1%
Q1 2023$1,071,930
-2.8%
8,226
+0.0%
1.31%
-6.1%
Q4 2022$1,102,570
+28.8%
8,222
+0.4%
1.40%
+25.2%
Q3 2022$856,000
-9.7%
8,192
-2.7%
1.12%
+27.5%
Q2 2022$948,000
-16.0%
8,418
+1.6%
0.88%
-4.9%
Q1 2022$1,129,000
-17.3%
8,283
-4.0%
0.92%
-17.9%
Q4 2021$1,366,000
-7.1%
8,627
-4.0%
1.12%
-12.8%
Q3 2021$1,471,000
-4.2%
8,985
-8.9%
1.29%
-6.9%
Q2 2021$1,535,000
-5.8%
9,868
-7.8%
1.38%
-18.2%
Q1 2021$1,630,000
+16.3%
10,708
-2.9%
1.69%
+15.3%
Q4 2020$1,401,000
-0.8%
11,029
-8.1%
1.47%
-12.0%
Q3 2019$1,412,000
+5.4%
11,997
+0.1%
1.66%
+11.5%
Q2 2019$1,340,000
+9.8%
11,983
-0.6%
1.49%
+7.3%
Q1 2019$1,220,000
+5.7%
12,053
+1.9%
1.39%
-5.8%
Q4 2018$1,154,000
-11.3%
11,826
+2.6%
1.48%
+13.2%
Q3 2018$1,301,000
+6.1%
11,530
-2.0%
1.30%
-0.2%
Q2 2018$1,226,000
+0.4%
11,762
+5.9%
1.31%
-6.2%
Q1 2018$1,221,000
-22.0%
11,104
-24.2%
1.40%
+1.9%
Q4 2017$1,566,000
+12.0%
14,6420.0%1.37%
+10.5%
Q3 2017$1,398,000
+4.5%
14,6420.0%1.24%
-0.9%
Q2 2017$1,338,000
-2.6%
14,642
-6.4%
1.25%
-0.2%
Q1 2017$1,374,000
+1.8%
15,6420.0%1.25%
-4.9%
Q4 2016$1,350,000
+26.8%
15,642
-2.2%
1.32%
+18.6%
Q3 2016$1,065,000
+7.1%
15,9890.0%1.11%
+14.3%
Q2 2016$994,000
+4.1%
15,989
-0.8%
0.97%
-10.0%
Q1 2016$955,000
-10.3%
16,1250.0%1.08%
-8.0%
Q4 2015$1,065,000
+5.7%
16,125
-2.5%
1.17%
-5.1%
Q3 2015$1,008,000
-10.0%
16,5350.0%1.24%
+19.7%
Q2 2015$1,120,000
+12.1%
16,535
+0.2%
1.03%
+16.1%
Q1 2015$999,000
-3.2%
16,4940.0%0.89%
-2.9%
Q4 2014$1,032,000
-0.5%
16,494
-4.2%
0.92%
+2.8%
Q3 2014$1,037,000
+7.8%
17,221
+3.2%
0.89%
+17.5%
Q2 2014$962,000
+11.0%
16,688
+16.9%
0.76%
+5.3%
Q1 2014$867,000
+3.8%
14,2790.0%0.72%
+6.2%
Q4 2013$835,00014,2790.68%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders