HENGEHOLD CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,474,769
+0.9%
30,856
+1.2%
0.58%
-0.7%
Q2 2023$4,434,053
+11.7%
30,487
+0.1%
0.59%
+7.7%
Q1 2023$3,968,570
-2.8%
30,455
+0.1%
0.55%
-3.7%
Q4 2022$4,080,867
+33.1%
30,432
+3.7%
0.57%
+20.4%
Q3 2022$3,066,000
-4.8%
29,335
+2.6%
0.47%
+3.3%
Q2 2022$3,219,000
-10.1%
28,589
+8.8%
0.46%
-6.9%
Q1 2022$3,582,000
-12.8%
26,280
+1.3%
0.49%
-3.4%
Q4 2021$4,108,000
-3.9%
25,941
-0.6%
0.51%
-9.9%
Q3 2021$4,274,000
+6.5%
26,110
+1.2%
0.56%
+6.8%
Q2 2021$4,012,000
+5.2%
25,795
+2.9%
0.53%
-0.4%
Q1 2021$3,815,000
+19.6%
25,060
-0.2%
0.53%
+11.4%
Q4 2020$3,190,000
+32.7%
25,104
+0.5%
0.48%
+22.4%
Q3 2020$2,404,000
+2.6%
24,970
+0.3%
0.39%
-6.7%
Q2 2020$2,342,000
+1.3%
24,904
-3.0%
0.42%
-15.6%
Q1 2020$2,311,000
-35.7%
25,671
-0.5%
0.49%
-19.2%
Q4 2019$3,595,000
+20.2%
25,790
+1.5%
0.61%
+11.3%
Q3 2019$2,991,000
+4.2%
25,412
-1.0%
0.55%
-0.5%
Q2 2019$2,870,000
+12.9%
25,674
+2.3%
0.55%
-7.7%
Q1 2019$2,542,000
+8.7%
25,108
+4.8%
0.60%
-20.5%
Q4 2018$2,339,000
-7.8%
23,960
+6.5%
0.75%
+17.7%
Q3 2018$2,538,000
+8.0%
22,496
-0.2%
0.64%
+4.2%
Q2 2018$2,350,000
-5.2%
22,549
+0.0%
0.61%
-5.7%
Q1 2018$2,479,000
+1.1%
22,547
-1.7%
0.65%
+0.6%
Q4 2017$2,453,000
+8.6%
22,934
-3.0%
0.64%
+7.7%
Q3 2017$2,258,000
+7.0%
23,640
+2.3%
0.60%
+0.8%
Q2 2017$2,111,000
+2.8%
23,101
-1.1%
0.59%
+4.6%
Q1 2017$2,053,000
-7.9%
23,367
-9.6%
0.57%
-16.6%
Q4 2016$2,230,000
+28.5%
25,838
-0.8%
0.68%
+23.8%
Q3 2016$1,735,000
+5.8%
26,052
-1.3%
0.55%
+2.8%
Q2 2016$1,640,000
+4.5%
26,386
-0.5%
0.54%
+5.7%
Q1 2016$1,570,000
-4.1%
26,510
+7.0%
0.51%
-14.1%
Q4 2015$1,637,000
+9.4%
24,785
+0.9%
0.59%
-9.4%
Q3 2015$1,497,000
+335.2%
24,556
+332.3%
0.65%
+446.2%
Q1 2015$344,000
-5.0%
5,680
-1.7%
0.12%
-7.0%
Q4 2014$362,000
+33.6%
5,780
+28.3%
0.13%
+39.1%
Q3 2014$271,000
+4.2%
4,5050.0%0.09%
+5.7%
Q2 2014$260,000
-11.0%
4,505
-6.4%
0.09%
-12.1%
Q1 2014$292,000
-5.8%
4,813
-9.3%
0.10%
-8.3%
Q4 2013$310,000
-4.9%
5,306
-16.0%
0.11%
-16.9%
Q3 2013$326,000
-29.1%
6,316
-27.5%
0.13%
-34.7%
Q2 2013$460,0008,7160.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders