Barrett Asset 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
Barrett Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$58,136,000
-14.1%
426,470
-0.2%
2.44%
-4.7%
Q4 2021$67,659,000
+6.2%
427,273
+9.8%
2.55%
-12.7%
Q3 2021$63,683,000
+4.5%
389,047
-0.7%
2.92%
+4.2%
Q2 2021$60,967,000
+2.3%
391,970
+0.1%
2.81%
-5.2%
Q1 2021$59,585,000
-29.8%
391,416
-48.5%
2.96%
+25.8%
Q4 2020$84,895,000
+132.5%
760,028
+100.4%
2.35%
+9.3%
Q3 2020$36,514,000
+6.4%
379,286
+3.9%
2.15%
-1.9%
Q2 2020$34,322,000
+5.6%
364,891
+1.1%
2.20%
-13.4%
Q1 2020$32,489,000
-67.7%
360,865
-53.9%
2.54%
-20.5%
Q4 2019$100,706,000
+118.8%
783,324
+100.3%
3.19%
+5.3%
Q3 2019$46,019,000
+4.7%
391,021
-0.5%
3.03%
+4.7%
Q2 2019$43,936,000
+10.6%
392,986
+0.1%
2.90%
+8.5%
Q1 2019$39,725,000
+4.6%
392,421
+0.9%
2.67%
-8.4%
Q4 2018$37,963,000
-13.7%
388,885
-0.2%
2.92%
+2.1%
Q3 2018$43,968,000
+6.7%
389,645
-1.4%
2.86%
+2.2%
Q2 2018$41,191,000
-0.7%
395,305
+4.8%
2.80%
-5.1%
Q1 2018$41,475,000
+3.1%
377,148
+0.3%
2.95%
+4.0%
Q4 2017$40,228,000
+11.3%
376,171
-0.6%
2.83%
+7.7%
Q3 2017$36,147,000
+4.3%
378,460
-0.2%
2.63%
+0.3%
Q2 2017$34,670,000
+7.3%
379,326
+3.2%
2.62%
+2.5%
Q1 2017$32,299,000
+0.2%
367,703
-1.6%
2.56%
-4.1%
Q4 2016$32,243,000
+33.6%
373,655
+3.1%
2.67%
+31.3%
Q3 2016$24,141,000
+7.2%
362,536
+0.1%
2.03%
+4.2%
Q2 2016$22,515,000
+3.3%
362,327
-1.5%
1.95%
+4.1%
Q1 2016$21,789,000
-9.6%
367,939
+0.8%
1.87%
-11.0%
Q4 2015$24,111,000
+8.5%
365,148
+0.2%
2.10%
+4.0%
Q3 2015$22,213,000
-10.0%
364,326
+0.0%
2.02%
-0.3%
Q2 2015$24,677,000
+15.8%
364,176
+3.6%
2.03%
+15.2%
Q1 2015$21,303,000
-7.3%
351,655
-4.2%
1.76%
-2.2%
Q4 2014$22,971,000
+3.6%
367,074
-0.3%
1.80%
+0.3%
Q3 2014$22,174,000
+3.4%
368,099
-1.1%
1.79%
+2.7%
Q2 2014$21,452,000
-6.9%
372,299
-1.9%
1.75%
-12.6%
Q1 2014$23,051,000
+5.2%
379,695
+1.3%
2.00%
+2.8%
Q4 2013$21,914,000
+7.9%
374,725
-4.6%
1.94%
-1.2%
Q3 2013$20,308,000
-14.3%
392,880
-12.5%
1.97%
-18.1%
Q2 2013$23,704,000449,0302.40%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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